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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 %
SSW
1226
Stone Summit Wealth
Florida
$433K -$6.51K -68 -1%
NOI
1227
Newton One Investments
Delaware
$433K -$8.81K -92 -2%
JWM
1228
JFG Wealth Management
Colorado
$433K – – –
AAS
1229
Annex Advisory Services
Wisconsin
$431K +$32.1K +335 +8%
DWM
1230
Diversify Wealth Management
Utah
$430K +$168K +1,741 +64%
SFC
1231
Swisher Financial Concepts
Ohio
$429K -$2.64K -28 -0.6%
VCA
1232
Verdence Capital Advisors
Maryland
$428K -$33.5K -350 -7%
SFG
1233
SNS Financial Group
Minnesota
$427K -$146K -1,524 -25%
Kayne Anderson Rudnick Investment Management
1234
Kayne Anderson Rudnick Investment Management
California
$427K – – –
FWM
1235
FFT Wealth Management
Pennsylvania
$427K +$22.7K +237 +6%
BFA
1236
Beaumont Financial Advisors
Massachusetts
$426K – – –
PPP
1237
Private Portfolio Partners
New Jersey
$425K +$425K +4,438 New
T
1238
TrueFG
Texas
$425K – – –
MFG
1239
MidWestOne Financial Group
Iowa
$425K +$40.1K +419 +10%
GJWM
1240
Gilliland Jeter Wealth Management
Arkansas
$420K +$44.2K +462 +12%
RZH
1241
Relyea Zuckerberg Hanson
Connecticut
$419K – – –
BWM
1242
Brown Wealth Management
Illinois
$418K -$2.87K -30 -0.7%
VT
1243
Vise Technologies
New York
$416K +$416K +4,346 New
NEWAS
1244
N.E.W. Advisory Services
Wisconsin
$412K -$61K -637 -13%
SAI
1245
Savvy Advisors Inc
New York
$412K +$10.7K +112 +3%
WS
1246
Wedbush Securities
California
$411K -$104K -1,084 -20%
NHC
1247
Nicholas Hoffman & Company
Georgia
$410K +$479 +5 +0.1%
HH
1248
Hilltop Holdings
Texas
$410K +$55.6K +581 +16%
ONST
1249
Old North State Trust
North Carolina
$410K -$14.1K -147 -3%
YCM
1250
Yousif Capital Management
Michigan
$410K +$410K +4,280 New
48 49
50
51 52