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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,847 hedge funds and large institutions have $45.1B invested in iShares S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 568 increasing their positions, 688 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,847
Holders Change
+158
Holders Change %
+9.35%
% of All Funds
24.58%
Holding in Top 10
210
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+13.51%
% of All Funds
2.8%
New
251
Increased
568
Reduced
688
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$309M
2
LPL Financial
LPL Financial
California
+$229M
3
Lido Advisors
Lido Advisors
California
+$105M
4
Wells Fargo
Wells Fargo
California
+$102M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$77.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$248M
2
HNB
Huntington National Bank
Ohio
-$245M
3
US Bancorp
US Bancorp
Minnesota
-$183M
4
IAIM
International Assets Investment Management
Florida
-$159M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
1126
Birch Hill Investment Advisors
Massachusetts
$706K -$18.4K -181 -3%
GFM
1127
GEN Financial Management
Minnesota
$704K +$704K +6,933 New
FB
1128
Fulton Bank
Pennsylvania
$703K +$303K +2,982 +76%
HF
1129
HRT Financial
New York
$702K +$702K +6,920 New
CFP
1130
Comprehensive Financial Planning
Pennsylvania
$695K +$695K +6,850 New
GWA
1131
Geometric Wealth Advisors
District of Columbia
$694K – – –
MC
1132
Middleton & Co
Massachusetts
$693K -$39.6K -390 -5%
BFAG
1133
Blackston Financial Advisory Group
Florida
$693K -$33.3K -328 -5%
FWM
1134
Foguth Wealth Management
Michigan
$692K -$123K -1,154 -15%
IPW
1135
Intergy Private Wealth
Colorado
$692K -$24.1K -237 -3%
STCOSD
1136
Sageworth Trust Company of South Dakota
South Dakota
$691K – – –
PWH
1137
Priebe Wealth Holdings
Minnesota
$687K -$18.7K -184 -3%
DT
1138
Diversified Trust
Tennessee
$686K – – –
HA
1139
Huntleigh Advisors
Missouri
$685K +$685K +6,750 New
OPW
1140
Oxler Private Wealth
New York
$684K +$711 +7 +0.1%
MCM
1141
Mainstream Capital Management
California
$684K +$44K +433 +7%
GWM
1142
GDS Wealth Management
Texas
$683K +$32K +315 +5%
FF
1143
Friday Financial
Iowa
$681K +$681K +6,703 New
EFG
1144
Everhart Financial Group
Ohio
$680K +$9.34K +92 +1%
FTWA
1145
Fifth Third Wealth Advisors
Ohio
$679K +$679K +6,684 New
OWMIAS
1146
One Wealth Management Investment & Advisory Services
Florida
$678K -$5.89K -58 -0.9%
VA
1147
Vident Advisory
Georgia
$676K +$189K +1,862 +39%
CC
1148
Chicago Capital
Illinois
$674K – – –
PWPS
1149
Pinnacle Wealth Planning Services
Ohio
$673K +$321K +3,166 +91%
CG
1150
Caprock Group
Idaho
$669K +$669K +6,585 New
44 45
46
47 48