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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 %
PA
1201
Pinnacle Associates
New York
$461K -$7.66K -102 -2%
VA
1202
Vident Advisory
Georgia
$459K -$862 -9 -0.2%
PIFP
1203
Partners in Financial Planning
Virginia
$459K -$18.4K -192 -4%
AF
1204
Apollon Financial
South Carolina
$458K +$93.4K +975 +26%
CCM
1205
Condor Capital Management
New Jersey
$456K -$34.7K -362 -7%
TC
1206
Trilogy Capital
California
$456K -$316K -3,302 -41%
RMAM
1207
Raab & Moskowitz Asset Management
New Jersey
$455K +$96 +1 +0%
AI
1208
Accredited Investors
Minnesota
$453K – – –
SCM
1209
Seascape Capital Management
New Hampshire
$452K – – –
MCM
1210
Morton Capital Management
California
$451K – – –
TWP
1211
TFO Wealth Partners
Ohio
$449K -$265K -2,765 -37%
IWS
1212
Integrity Wealth Solutions
Colorado
$448K +$19.3K +202 +5%
WLPWM
1213
Walled Lake Planning & Wealth Management
Illinois
$448K -$4.5K -47 -1%
WCP
1214
Wick Capital Partners
Pennsylvania
$447K – – –
GAG
1215
GM Advisory Group
New York
$447K – – –
FAM
1216
Formidable Asset Management
Ohio
$445K -$5.75K -60 -1%
PAM
1217
PVG Asset Management
Colorado
$441K +$441K +4,601 New
WAM
1218
WNY Asset Management
New York
$440K – – –
LWM
1219
LJI Wealth Management
Indiana
$440K +$287 +3 +0.1%
QC
1220
Quadrature Capital
United Kingdom
$438K +$438K +4,577 New
KHC
1221
Koesten Hirschmann & Crabtree
Kansas
$436K – – –
Simplex Trading
1222
Simplex Trading
Illinois
$436K -$1.86M -19,400 -81%
NMG
1223
New Millennium Group
Utah
$436K – – –
BO
1224
Bank OZK
Arkansas
$433K +$9K +94 +2%
SWA
1225
SFMG Wealth Advisors
Texas
$433K -$13.1K -137 -3%
47 48
49
50 51