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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 %
CAM
1326
Cozad Asset Management
Illinois
$336K -$4.4K -46 -1%
BC
1327
Burney Company
Virginia
$335K +$9.29K +97 +3%
KF
1328
KKM Financial
Illinois
$335K – – –
NL
1329
Navalign LLC
California
$334K +$6.13K +64 +2%
WHG
1330
Westwood Holdings Group
Texas
$334K – – –
HSWM
1331
Hubbell Strickland Wealth Management
Louisiana
$332K +$574 +6 +0.2%
PWPS
1332
Pinnacle Wealth Planning Services
Ohio
$332K -$99.6K -1,040 -23%
CCA
1333
Clarity Capital Advisors
Florida
$332K -$39.9K -417 -11%
AFG
1334
Allegheny Financial Group
Pennsylvania
$331K – – –
PFA
1335
Petra Financial Advisors
Colorado
$329K – – –
PIM
1336
Pullen Investment Management
Florida
$328K – – –
CFSG
1337
Community Financial Services Group
Vermont
$328K -$53.8K -562 -14%
PCMC
1338
Private Capital Management (Colorado)
Colorado
$327K -$9.48K -99 -3%
CFS
1339
CRA Financial Services
New Jersey
$327K – – –
SI
1340
Saxon Interests
Texas
$327K -$5.08K -53 -2%
SPIA
1341
Strategic Point Investment Advisors
Rhode Island
$323K – – –
ATWA
1342
Arbor Trust Wealth Advisors
Michigan
$322K – – –
ACG
1343
Allen Capital Group
Nebraska
$322K -$5.75K -60 -2%
TA
1344
TruWealth Advisors
Louisiana
$321K – – –
AAG
1345
Armstrong Advisory Group
Massachusetts
$321K – – –
LRIA
1346
Leonard Rickey Investment Advisors
Washington
$320K – – –
SWM
1347
Sagace Wealth Management
Florida
$320K – – –
SFS
1348
Stiles Financial Services
Minnesota
$316K – – –
KFG
1349
Kingdom Financial Group
Arizona
$315K -$120K -1,250 -28%
Jennison Associates
1350
Jennison Associates
New York
$315K +$315K +3,289 New
52 53
54
55 56