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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 %
GC
1326
Guidance Capital
Kentucky
$442K -$2.99M -28,154 -87%
BWM
1327
Brown Wealth Management
Illinois
$442K -$1.42K -14 -0.3%
CKAIS
1328
Christensen King & Associates Investment Services
Washington
$441K +$105 +1 +0%
BO
1329
Bank OZK
Arkansas
$441K -$18.6K -183 -4%
NEWAS
1330
N.E.W. Advisory Services
Wisconsin
$437K – – –
BTWM
1331
Baker Tilly Wealth Management
Wisconsin
$436K +$436K +4,296 New
ERIC
1332
Eagle Rock Investment Company
Georgia
$429K – – –
WH
1333
Willner & Heller
California
$429K -$5.48K -54 -1%
TA
1334
TrueWealth Advisors
Alabama
$429K – – –
OCFG
1335
O'Connor Financial Group
Illinois
$428K – – –
MSG
1336
Main Street Group
Virginia
$427K +$59.2K +583 +16%
LSPW
1337
Lake Street Private Wealth
Illinois
$427K +$5.18K +51 +1%
RMP
1338
Richards, Merrill & Peterson
Washington
$426K +$426K +4,193 New
PVI
1339
Pine Valley Investments
New Jersey
$426K +$426K +4,191 New
AIM
1340
Advyzon Investment Management
Illinois
$420K +$420K +4,140 New
MF
1341
Montis Financial
Massachusetts
$420K +$192K +1,895 +85%
NOI
1342
Newton One Investments
Delaware
$420K -$39.3K -387 -9%
PIAS
1343
PCA Investment Advisory Services
Ohio
$420K -$12.1K -119 -3%
BWM
1344
BCGM Wealth Management
Indiana
$419K +$191K +1,879 +83%
UFA
1345
US Financial Advisors
Massachusetts
$417K +$102 +1 +0%
TWA
1346
Talisman Wealth Advisors
New Jersey
$416K +$194K +1,914 +88%
GSEP
1347
Golden State Equity Partners
California
$416K +$416K +4,094 New
CCM
1348
Canal Capital Management
Virginia
$415K -$9.85K -97 -2%
HAS
1349
Holland Advisory Services
Florida
$413K +$508 +5 +0.1%
FFG
1350
Floyd Financial Group
Missouri
$413K +$413K +4,085 New
52 53
54
55 56