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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,847 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, 688 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,847
Holders Change
+158
Holders Change %
+9.35%
% of All Funds
24.58%
Holding in Top 10
210
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+13.51%
% of All Funds
2.8%
New
251
Increased
568
Reduced
688
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$309M
2
LPL Financial
LPL Financial
California
+$229M
3
Lido Advisors
Lido Advisors
California
+$105M
4
Wells Fargo
Wells Fargo
California
+$102M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$77.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$248M
2
HNB
Huntington National Bank
Ohio
-$245M
3
US Bancorp
US Bancorp
Minnesota
-$183M
4
IAIM
International Assets Investment Management
Florida
-$159M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNAA
1276
Pictet North America Advisors
Switzerland
$495K – – –
SF
1277
Seros Financial
Arizona
$491K +$491K +5,307 New
DFG
1278
Dynamic Financial Group
Iowa
$491K +$491K +4,832 New
IWS
1279
Insight Wealth Strategies
California
$490K -$77.8K -766 -14%
MHC
1280
May Hill Capital
Massachusetts
$485K +$485K +4,773 New
CCM
1281
Condor Capital Management
New Jersey
$483K – – –
BAM
1282
BOS Asset Management
Illinois
$483K +$93.2K +918 +24%
RMAM
1283
Raab & Moskowitz Asset Management
New Jersey
$482K – – –
FM
1284
Family Management
New York
$482K +$482K +4,750 New
AF
1285
Apollon Financial
South Carolina
$481K -$4.06K -40 -0.8%
HCWM
1286
Hidden Cove Wealth Management
Washington
$480K +$480K +4,732 New
SCM
1287
Seascape Capital Management
New Hampshire
$479K – – –
SFC
1288
Strategic Financial Concepts
Texas
$479K +$53.3K +525 +13%
MCM
1289
Morton Capital Management
California
$478K – – –
MCM
1290
Mengis Capital Management
Oregon
$478K -$102K -1,000 -18%
SAM
1291
Summit Asset Management
Tennessee
$477K -$57.9K -570 -11%
TC
1292
Trilogy Capital
California
$476K -$7.01K -69 -1%
AI
1293
Accredited Investors
Minnesota
$476K -$4.87K -48 -1%
UW
1294
Unique Wealth
Florida
$475K +$91.2K +898 +24%
MW
1295
Marcum Wealth
Ohio
$475K -$54.1K -533 -10%
GAG
1296
GM Advisory Group
New York
$474K – – –
FW
1297
Fairway Wealth
Ohio
$473K +$102K +1,000 +27%
NA
1298
Novus Advisors
South Carolina
$473K +$473K +4,656 New
SFP
1299
SwitchPoint Financial Planning
Utah
$473K +$473K +4,656 New
HWM
1300
Horizon Wealth Management
Illinois
$471K +$471K +4,635 New
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52
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