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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,688 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.

Holders
1,688
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.42%
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)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.5M
2
ABTD
2
Arvest Bank Trust Division
Oklahoma
$57M
3
Ameriprise
3
Ameriprise
Minnesota
$746M
4
PA
4
Parallel Advisors
California
$39.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$794M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$18.8M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.22B
4
Goldman Sachs
4
Goldman Sachs
New York
$617M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.45B
Name Market Value Shares Shares
Change 		Shares
Change %
PA
101
Parallel Advisors
California
$39.8M 415,503 +380,621 +1,091%
IWA
102
Icon Wealth Advisors
Texas
$39.3M 409,934 -22,908 -5%
PRS
103
Pinkerton Retirement Specialists
Idaho
$38.2M 399,140 -28,470 -7%
FLA
104
Financial Life Advisors
Texas
$36.2M 378,328 +16,385 +5%
QS
105
Quantitative Strategies
California
$36.2M 377,831 -5,650 -1%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$35.7M 377,473 -33,063 -8%
FWMM
107
Foundation Wealth Management (Missouri)
Missouri
$35.5M 371,180 -9,015 -2%
CA
108
Clearstead Advisors
Ohio
$34.9M 364,775 +3,206 +0.9%
EWA
109
Encompass Wealth Advisors
Oregon
$34.5M 360,215 -1,177 -0.3%
BFPW
110
BOK Financial Private Wealth
Colorado
$34.2M 356,945 -12,837 -3%
GT
111
Greenleaf Trust
Michigan
$34M 355,122 -21,076 -6%
Prudential Financial
112
Prudential Financial
New Jersey
$33.8M 353,048 -17,523 -5%
BB
113
Busey Bank
Illinois
$33.8M 352,802 -7,275 -2%
MCM
114
MV Capital Management
Maryland
$33.3M 347,405 -8,002 -2%
BF
115
BOK Financial
Oklahoma
$32.9M 348,045 +3,149 +0.9%
EL
116
EWA LLC
Pennsylvania
$32.7M 325,519 -46,398 -12%
LWP
117
LMG Wealth Partners
Louisiana
$32.6M 340,504 -9,634 -3%
LF
118
Lee Financial
Texas
$32.6M 340,198 +17,528 +5%
Citigroup
119
Citigroup
New York
$32.2M 336,250 +34,624 +11%
TPCW
120
TD Private Client Wealth
New York
$31.9M 333,444 +18,788 +6%
Financial Engines Advisors
121
Financial Engines Advisors
California
$31.6M 329,914 -139 -0%
WA
122
Waverly Advisors
Alabama
$31.5M 328,918 +2,643 +0.8%
SFO
123
Stokes Family Office
Louisiana
$31.4M 327,891 -15,516 -5%
FHB
124
First Hawaiian Bank
Hawaii
$31.4M 327,543 -76,584 -19%
ANB
125
Amarillo National Bank
Texas
$31.1M 325,019 -43,299 -12%
3 4
5
6 7