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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 %
ML
1176
McAdam LLC
Pennsylvania
$493K +$16.2K +169 +3%
QWM
1177
Quadcap Wealth Management
Texas
$489K +$18.6K +194 +4%
WWM
1178
WT Wealth Management
Arizona
$489K -$16.6K -170 -3%
LG
1179
LaFleur & Godfrey
Michigan
$488K – – –
GLA
1180
Good Life Advisors
Pennsylvania
$486K +$245K +2,563 +102%
FRA
1181
Front Row Advisors
California
$486K -$468K -4,891 -49%
W
1182
Wealthquest
Ohio
$483K – – –
WCM
1183
WealthBridge Capital Management
Ohio
$482K -$43.1K -450 -8%
MMM
1184
Mendel Money Management
Illinois
$480K – – –
GI
1185
GLOBALT Investments
Georgia
$479K – – –
G
1186
GenTrust
Florida
$479K +$479K +5,000 New
VWA
1187
Visionary Wealth Advisors
Illinois
$478K +$19.2K +200 +4%
SAG
1188
SageView Advisory Group
California
$478K -$382K -3,990 -44%
PMFA
1189
Plante Moran Financial Advisors
Michigan
$475K – – –
VC
1190
Vicus Capital
Pennsylvania
$474K +$93.1K +972 +24%
LGWM
1191
Litman Gregory Wealth Management
California
$473K – – –
FPIS
1192
Financial Planning & Information Services
Wisconsin
$473K -$1.53K -16 -0.3%
OHIS
1193
Oak Harvest Investment Services
Texas
$473K -$112K -1,168 -19%
CGPCS
1194
Capital Group Private Client Services
California
$473K – – –
FC
1195
Fusion Capital
South Carolina
$472K -$4.79K -50 -1%
LB
1196
Legacy Bridge
Iowa
$470K – – –
PNAA
1197
Pictet North America Advisors
Switzerland
$466K – – –
CIA
1198
Cape Investment Advisory
Georgia
$466K +$228K +2,378 +96%
SIM
1199
Stratos Investment Management
Ohio
$463K +$26.1K +273 +6%
LSA
1200
Lion Street Advisors
Texas
$463K +$103K +1,075 +29%
46 47
48
49 50