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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 %
TRIA
1301
Trail Ridge Investment Advisors
Colorado
$360K +$23.6K +245 +7%
MMG
1302
Monetary Management Group
Missouri
$359K – – –
APW
1303
Axim Planning & Wealth
Ohio
$358K +$56.2K +587 +19%
CFAM
1304
Center For Asset Management
Florida
$357K – – –
BW
1305
BIP Wealth
Georgia
$357K -$19.9K -208 -5%
BCP
1306
Blue Chip Partners
Michigan
$356K -$53.4K -558 -13%
CFC
1307
Coyle Financial Counsel
Illinois
$355K – – –
OC
1308
Oarsman Capital
Wisconsin
$355K +$16.7K +174 +5%
MHB
1309
Midwest Heritage Bank
Iowa
$352K +$352K +3,677 New
FSWA
1310
Financial Synergies Wealth Advisors
Texas
$351K +$42.2K +441 +14%
FW
1311
Fairway Wealth
Ohio
$350K – – –
C
1312
CEDRUS
Colorado
$348K – – –
AWM
1313
Affinity Wealth Management
Delaware
$347K -$6.32K -66 -2%
FPCP
1314
Fort Point Capital Partners
California
$347K -$57.5K -600 -14%
MSG
1315
Main Street Group
Virginia
$347K -$241K -2,522 -41%
AWP
1316
Accretive Wealth Partners
New Jersey
$347K – – –
GEA
1317
Glen Eagle Advisors
New Jersey
$346K +$96 +1 +0%
AFAS
1318
Acorn Financial Advisory Services
Virginia
$346K -$29.1K -304 -8%
OPCM
1319
Osborne Partners Capital Management
California
$346K +$138K +1,443 +67%
EI
1320
Ellevest Inc
New York
$344K – – –
AFP
1321
Ausdal Financial Partners
Iowa
$341K -$171K -1,783 -33%
MFT
1322
Moisand Fitzgerald Tamayo
Florida
$340K – – –
RW
1323
RVW Wealth
California
$338K – – –
AFG
1324
ABLE Financial Group
Arizona
$337K – – –
CTA
1325
Colonial Trust Advisors
South Carolina
$336K -$3.73K -39 -1%
51 52
53
54 55