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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 %
SGK
1276
Steigerwald Gordon & Koch
Virginia
$383K – – –
SFC
1277
SYM Financial Corp
Indiana
$381K – – –
SC
1278
Schoolcraft Capital
Colorado
$380K -$59.5K -621 -14%
VBFG
1279
Vishria Bird Financial Group
Tennessee
$380K – – –
FB
1280
Fulton Bank
Pennsylvania
$378K -$10.1K -105 -3%
SWM
1281
Shakespeare Wealth Management
Wisconsin
$377K +$377K +3,933 New
CA
1282
Crewe Advisors
Utah
$376K – – –
SB
1283
Sunflower Bank
Texas
$376K – – –
PFM
1284
Phillips Financial Management
Indiana
$374K -$31.8K -332 -8%
CWA
1285
Cornerstone Wealth Advisors
Minnesota
$369K – – –
UF
1286
Univest Financial
Pennsylvania
$368K +$368K +3,846 New
EFG
1287
Embree Financial Group
Illinois
$367K +$96 +1 +0%
BAM
1288
BOS Asset Management
Illinois
$367K – – –
GJIA
1289
Glass Jacobson Investment Advisors
Maryland
$367K -$25.3K -264 -6%
FCM
1290
Fortis Capital Management
Washington
$367K -$201K -2,099 -35%
PGA
1291
Portland Global Advisors
Maine
$367K +$11.4K +119 +3%
HA
1292
HFG Advisors
Ohio
$365K – – –
SAM
1293
Secure Asset Management
Michigan
$365K -$2.59K -27 -0.7%
AT
1294
American Trust
Kentucky
$364K +$125K +1,301 +52%
WTC
1295
WhitTier Trust Company
Nevada
$364K – – –
WG
1296
Welch Group
Alabama
$364K – – –
CLOS
1297
Compagnie Lombard Odier SCmA
Switzerland
$364K +$364K +3,799 New
GI
1298
Gradient Investments
Minnesota
$364K -$28.4K -297 -7%
1WA
1299
180 Wealth Advisors
Washington
$363K +$4.31K +45 +1%
UW
1300
Unique Wealth
Florida
$362K +$362K +3,784 New
50 51
52
53 54