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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 %
WAM
1301
WNY Asset Management
New York
$467K – – –
CIA
1302
Cape Investment Advisory
Georgia
$463K -$31K -305 -6%
KHC
1303
Koesten Hirschmann & Crabtree
Kansas
$463K – – –
JWM
1304
JFG Wealth Management
Colorado
$461K +$2.23K +22 +0.5%
SSW
1305
Stone Summit Wealth
Florida
$459K -$711 -7 -0.2%
APW
1306
Axim Planning & Wealth
Ohio
$457K +$78.3K +771 +21%
AAS
1307
Annex Advisory Services
Wisconsin
$457K – – –
AIP
1308
Almanack Investment Partners
Pennsylvania
$457K -$99.6K -981 -18%
WLPWM
1309
Walled Lake Planning & Wealth Management
Illinois
$456K -$18.4K -181 -4%
SWA
1310
SFMG Wealth Advisors
Texas
$456K -$3.25K -32 -0.7%
FAM
1311
Formidable Asset Management
Ohio
$456K -$16.2K -160 -3%
PPP
1312
Private Portfolio Partners
New Jersey
$453K +$2.54K +25 +0.6%
SFG
1313
SNS Financial Group
Minnesota
$453K – – –
Kayne Anderson Rudnick Investment Management
1314
Kayne Anderson Rudnick Investment Management
California
$453K – – –
MSFS
1315
Main Street Financial Solutions
Pennsylvania
$452K +$18.3K +180 +4%
BFA
1316
Beaumont Financial Advisors
Massachusetts
$452K – – –
T
1317
TrueFG
Texas
$452K +$1.52K +15 +0.3%
FSWA
1318
Financial Synergies Wealth Advisors
Texas
$451K +$78K +768 +21%
MFG
1319
MidWestOne Financial Group
Iowa
$450K – – –
AAP
1320
Arax Advisory Partners
Colorado
$450K -$1.47M -14,472 -77%
DWM
1321
Diversify Wealth Management
Utah
$449K -$2.22K -22 -0.5%
BWM
1322
BCS Wealth Management
Tennessee
$446K +$446K +4,395 New
PW
1323
PUREfi Wealth
Massachusetts
$445K +$445K +4,386 New
RZH
1324
Relyea Zuckerberg Hanson
Connecticut
$444K – – –
UAG
1325
United Advisor Group
Ohio
$443K +$37K +364 +9%
51 52
53
54 55