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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 %
PNC
1151
Park National Corp
Ohio
$664K -$16.8K -165 -2%
WA1
1152
Wimmer Associates 1
California
$661K – – –
DCM
1153
Dimension Capital Management
Florida
$659K -$350K -3,450 -35%
PL
1154
Plancorp LLC
Missouri
$658K – – –
CIA
1155
Capital Investment Advisors
Georgia
$658K -$3.05K -30 -0.5%
SMA
1156
Seven Mile Advisory
New Jersey
$656K – – –
PWMAG
1157
Pinnacle Wealth Management Advisory Group
New Jersey
$656K +$656K +6,463 New
DI
1158
Disciplined Investments
Oklahoma
$656K -$3.86K -38 -0.6%
CL
1159
CIM LLC
New York
$655K -$52.1K -513 -7%
HHWM
1160
Hiley Hunt Wealth Management
Nebraska
$655K -$6.09K -60 -0.9%
TSW
1161
Three Seasons Wealth
Utah
$655K -$101K -999 -13%
SW
1162
SkyOak Wealth
Michigan
$654K -$15.4K -152 -2%
OSNBOA
1163
Old Second National Bank of Aurora
Illinois
$653K – – –
WCP
1164
Wick Capital Partners
Pennsylvania
$653K +$178K +1,757 +38%
CA
1165
Continuum Advisory
Idaho
$650K -$10.5K -103 -2%
PFA
1166
Pure Financial Advisors
California
$650K +$74.7K +736 +13%
ACA
1167
Affinity Capital Advisors
California
$647K – – –
CGFA
1168
Colton Groome Financial Advisors
North Carolina
$646K – – –
FFS
1169
Founders Financial Securities
Maryland
$644K -$10.8K -106 -2%
WJWM
1170
Williams Jones Wealth Management
New York
$643K – – –
OWA
1171
Opal Wealth Advisors
New York
$640K +$640K +6,300 New
RF
1172
Rossby Financial
Florida
$639K +$639K +6,297 New
GIA
1173
Guyasuta Investment Advisors
Pennsylvania
$639K +$102 +1 +0%
EWA
1174
ERTS Wealth Advisors
Michigan
$639K -$5.08K -50 -0.8%
LSA
1175
Lion Street Advisors
Texas
$638K +$147K +1,448 +30%
45 46
47
48 49