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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 %
BC
1201
Brio Consultants
California
$581K -$14.9K -147 -3%
CFA
1202
CWS Financial Advisors
Michigan
$580K +$305 +3 +0.1%
TIM
1203
Tortoise Investment Management
New York
$580K +$305 +3 +0.1%
PAM
1204
Palisade Asset Management
Minnesota
$579K – – –
GI
1205
GAMMA Investing
California
$573K – – –
GJWM
1206
Gilliland Jeter Wealth Management
Arkansas
$573K +$127K +1,253 +29%
EA
1207
Everpar Advisors
Oklahoma
$573K +$5.58K +55 +1%
RSA
1208
River Street Advisors
Illinois
$572K -$441K -4,343 -44%
CMP
1209
Courage Miller Partners
Virginia
$571K -$711 -7 -0.1%
AWA
1210
Amplius Wealth Advisors
Pennsylvania
$570K +$609 +6 +0.1%
HH
1211
Hilltop Holdings
Texas
$570K +$135K +1,332 +31%
JAG
1212
Journey Advisory Group
Kentucky
$569K – – –
RMDI
1213
R.M. Davis Inc
Maine
$569K – – –
OWA
1214
Oak Wealth Advisors
Illinois
$568K +$568K +5,590 New
LJAC
1215
L.J. Altfest & Co
New York
$565K – – –
SFG
1216
Sage Financial Group
Pennsylvania
$565K – – –
FIM
1217
Freedom Investment Management
Connecticut
$564K -$11K -108 -2%
TFO
1218
Timonier Family Office
North Carolina
$562K +$562K +5,536 New
SCA
1219
STALEY CAPITAL ADVISERS
Pennsylvania
$562K – – –
BOPW
1220
Brandywine Oak Private Wealth
Pennsylvania
$561K – – –
Principal Financial Group
1221
Principal Financial Group
Iowa
$559K +$559K +5,501 New
EFG
1222
Ethos Financial Group
Pennsylvania
$558K -$7.95M -78,319 -93%
SWA
1223
Strata Wealth Advisors
Texas
$555K -$20.1K -198 -3%
YCM
1224
Yousif Capital Management
Michigan
$553K +$118K +1,165 +27%
EW
1225
Enzi Wealth
Texas
$552K -$38.8K -366 -7%
47 48
49
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