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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 %
MWA
1176
Monograph Wealth Advisors
California
$635K – – –
BOC
1177
Blue Oak Capital
California
$634K +$634K +6,246 New
CA
1178
CGN Advisors
Kansas
$634K +$2.64K +26 +0.4%
S
1179
Sachetta
Massachusetts
$633K -$9.24K -91 -1%
FNC
1180
First National Corp
Massachusetts
$633K – – –
FWCM
1181
Ferguson Wellman Capital Management
Oregon
$631K +$86K +847 +16%
PBF
1182
Petix & Botte Financial
California
$628K -$40.4K -398 -6%
OLVIG
1183
Oliver Lagore Vanvalin Investment Group
Michigan
$624K -$38.9K -383 -6%
TI
1184
tru Independence
Oregon
$621K +$406 +4 +0.1%
SWIA
1185
Solano Wealth Investment Advisors
California
$619K +$619K +6,101 New
SIM
1186
Stratos Investment Management
Ohio
$615K +$124K +1,221 +25%
TCOTS
1187
Trust Company of the South
North Carolina
$612K – – –
CCA
1188
Conservest Capital Advisors
Pennsylvania
$611K – – –
AUB
1189
Atlantic Union Bankshares
Virginia
$610K +$7.62K +75 +1%
OWA
1190
ORBA Wealth Advisors
Illinois
$606K – – –
FOR
1191
Family Office Research
Maryland
$606K +$606K +5,966 New
JWM
1192
JGP Wealth Management
Oregon
$605K +$6.19K +61 +1%
TI
1193
Trexquant Investment
Connecticut
$602K +$285K +2,807 +90%
FHA
1194
Flagship Harbor Advisors
Massachusetts
$599K +$102 +1 +0%
FWM
1195
FLP Wealth Management
Arkansas
$596K +$596K +5,874 New
SWA
1196
Sax Wealth Advisors
New Jersey
$588K +$609 +6 +0.1%
KA
1197
Klingman & Associates
New York
$587K – – –
AGWCA
1198
Annis Gardner Whiting Capital Advisors
Florida
$586K – – –
BW
1199
BIP Wealth
Georgia
$582K +$204K +2,006 +54%
GWS
1200
Glassman Wealth Services
Virginia
$582K -$14.4K -142 -2%
46 47
48
49 50