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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 %
WH
1251
Willner & Heller
California
$410K +$670 +7 +0.2%
MSFS
1252
Main Street Financial Solutions
Pennsylvania
$409K – – –
PIAS
1253
PCA Investment Advisory Services
Ohio
$407K -$3.93K -41 -1%
VFPW
1254
Vantage Financial Partners (Wisconsin)
Wisconsin
$406K +$406K +4,236 New
ERIC
1255
Eagle Rock Investment Company
Georgia
$405K -$2.11K -22 -0.5%
TA
1256
TrueWealth Advisors
Alabama
$404K -$145K -1,510 -26%
OCFG
1257
O'Connor Financial Group
Illinois
$404K -$63.6K -664 -14%
CKAIS
1258
Christensen King & Associates Investment Services
Washington
$402K – – –
SFC
1259
Strategic Financial Concepts
Texas
$401K -$33.2M -347,008 -99%
CCM
1260
Canal Capital Management
Virginia
$401K +$574 +6 +0.1%
SC
1261
Shearwater Capital
Colorado
$400K -$14.2K -148 -3%
FI
1262
Financial Insights
Washington
$398K -$111K -1,157 -22%
LSPW
1263
Lake Street Private Wealth
Illinois
$398K -$4.98K -52 -1%
UFA
1264
US Financial Advisors
Massachusetts
$393K +$96 +1 +0%
HAS
1265
Holland Advisory Services
Florida
$389K +$574 +6 +0.1%
RA
1266
Ruggaard & Associates
Ohio
$389K +$75.6K +790 +24%
JSA
1267
Jim Saulnier & Associates
Colorado
$387K +$387K +4,044 New
ZF
1268
Zhang Financial
Michigan
$387K – – –
ACP
1269
Aviance Capital Partners
Florida
$386K +$120K +1,250 +45%
MWM
1270
Melfa Wealth Management
Massachusetts
$385K – – –
CWA
1271
Canvas Wealth Advisors
Kansas
$385K – – –
HNWAG
1272
High Net Worth Advisory Group
Florida
$384K +$1.34K +14 +0.4%
HFS
1273
Howard Financial Services
Texas
$384K +$479 +5 +0.1%
GPA
1274
Garrison Point Advisors
California
$383K – – –
UAG
1275
United Advisor Group
Ohio
$383K -$126K -1,317 -25%
49 50
51
52 53