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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,845 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, 687 reducing their positions, and 58 closing their positions.

Holders
1,845
Holders Change
+157
Holders Change %
+9.3%
% of All Funds
24.57%
Holding in Top 10
209
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.97%
% of All Funds
2.78%
New
251
Increased
568
Reduced
687
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$457M
2
Fidelity International
2
Fidelity International
Bermuda
$309M
3
LPL Financial
3
LPL Financial
California
$1.82B
4
Lido Advisors
4
Lido Advisors
California
$318M
5
Wells Fargo
5
Wells Fargo
California
$1.69B

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$598M
2
US Bancorp
2
US Bancorp
Minnesota
$168M
3
IAIM
3
International Assets Investment Management
Florida
$1.9M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.64B
Name Market Value Shares Shares
Change 		Shares
Change %
PP
101
Prudential plc
United Kingdom
$42.1M 414,700 +247,600 +148%
CAI
102
Capital Advisors Inc
Oklahoma
$41M 404,076 -28,635 -7%
FLA
103
Financial Life Advisors
Texas
$39.9M 392,972 +14,644 +4%
PRS
104
Pinkerton Retirement Specialists
Idaho
$39.4M 388,155 -10,985 -3%
IWA
105
Icon Wealth Advisors
Texas
$39.4M 387,945 -21,989 -5%
QS
106
Quantitative Strategies
California
$37.7M 371,664 -6,167 -2%
BF
107
BOK Financial
Oklahoma
$37.7M 372,700 +24,655 +7%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$37.6M 370,180 +138,923 +60%
WA
109
Waverly Advisors
Alabama
$37.4M 368,690 +39,772 +12%
EWA
110
Encompass Wealth Advisors
Oregon
$37.3M 367,564 +7,349 +2%
FWMM
111
Foundation Wealth Management (Missouri)
Missouri
$37M 363,952 -7,228 -2%
CA
112
Clearstead Advisors
Ohio
$36.7M 361,139 -3,636 -1%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$36.5M 359,219 -18,254 -5%
GT
114
Greenleaf Trust
Michigan
$35.9M 353,421 -1,701 -0.5%
BB
115
Busey Bank
Illinois
$35.7M 351,248 -1,554 -0.4%
PSP
116
Principal Street Partners
Tennessee
$35.4M 348,343 +59,620 +21%
BFPW
117
BOK Financial Private Wealth
Colorado
$35.2M 347,100 -9,845 -3%
LF
118
Lee Financial
Texas
$35.2M 346,205 +6,007 +2%
MCM
119
MV Capital Management
Maryland
$34.8M 342,386 -5,019 -1%
LWP
120
LMG Wealth Partners
Louisiana
$34.7M 341,616 +1,112 +0.3%
PS
121
Principal Securities
Iowa
$34.2M 336,510 +14,974 +5%
Cerity Partners
122
Cerity Partners
New York
$33.8M 333,299 +81,778 +33%
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$33.7M 332,186 +20,337 +7%
PSCM
124
Per Stirling Capital Management
Texas
$33.7M 331,991 +97,307 +41%
EL
125
EWA LLC
Pennsylvania
$33.7M 331,442 +5,923 +2%
3 4
5
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