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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,689 hedge funds and large institutions have $39.2B invested in iShares S&P 500 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 545 increasing their positions, 686 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,689
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.43%
Holding in Top 10
185
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.6%
% of All Funds
2.68%
New
113
Increased
545
Reduced
686
Closed
51
Calls
$33.7M
Puts
$42.9M
Net Calls
-$9.2M
Net Calls Change
-$17.4M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$82.5M
2
Ameriprise
Ameriprise
Minnesota
+$40.8M
3
PA
Parallel Advisors
California
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$35M
5
SA
Sanctuary Advisors
Indiana
+$32.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$3.29B
2
Fidelity International
Fidelity International
Bermuda
-$380M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$340M
4
Goldman Sachs
Goldman Sachs
New York
-$282M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
1151
Duncker Streett & Co
Missouri
$531K -$14.9K -156 -3%
SCA
1152
STALEY CAPITAL ADVISERS
Pennsylvania
$530K +$47.9K +500 +10%
BOPW
1153
Brandywine Oak Private Wealth
Pennsylvania
$529K – – –
MCM
1154
Mattern Capital Management
Colorado
$527K -$202K -2,108 -28%
GCA
1155
Gradient Capital Advisors
California
$525K – – –
AIP
1156
Almanack Investment Partners
Pennsylvania
$524K +$8.14K +85 +2%
HIP
1157
HUB Investment Partners
Texas
$523K +$4.41K +46 +0.8%
BFG
1158
Berger Financial Group
Minnesota
$518K – – –
WIC
1159
Woodmont Investment Counsel
Tennessee
$517K – – –
RWM
1160
Ritholtz Wealth Management
New York
$514K -$7.76K -81 -1%
FWCM
1161
Ferguson Wellman Capital Management
Oregon
$514K -$27.3K -285 -5%
PWP
1162
Principle Wealth Partners
Connecticut
$509K – – –
KFGK
1163
Keystone Financial Group (Kentucky)
Kentucky
$509K +$509K +5,315 New
CNBT
1164
Canandaigua National Bank & Trust
New York
$509K +$509K +5,315 New
CCA
1165
Conservest Capital Advisors
Pennsylvania
$508K – – –
DIA
1166
Dana Investment Advisors
Wisconsin
$508K -$957 -10 -0.2%
Bank of Nova Scotia
1167
Bank of Nova Scotia
Ontario, Canada
$506K – – –
SAM
1168
Summit Asset Management
Tennessee
$504K – – –
OPWM
1169
Oakwell Private Wealth Management
Texas
$502K -$54K -564 -10%
WFAG
1170
Worth Financial Advisory Group
North Carolina
$501K -$83.1K -868 -14%
FF
1171
Francis Financial
$500K – – –
KCM
1172
KRS Capital Management
Michigan
$500K +$192 +2 +0%
SWM
1173
Segment Wealth Management
Texas
$500K – – –
MW
1174
Marcum Wealth
Ohio
$499K – – –
HB
1175
HTLF Bank
Colorado
$493K -$22.1K -231 -4%
45 46
47
48 49