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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 %
GCM
1351
G2 Capital Management
Ohio
$315K – – –
OCM
1352
One Capital Management
California
$314K +$40.2K +420 +15%
WCM
1353
Wealthcare Capital Management
Virginia
$313K -$287 -3 -0.1%
ESBC
1354
E.S. Barr & Co
Kentucky
$313K – – –
JCM
1355
Jag Capital Management
Missouri
$312K – – –
IWN
1356
Independent Wealth Network
Iowa
$312K -$3.83K -40 -1%
ECG
1357
Edge Capital Group
Georgia
$311K – – –
LSA
1358
L & S Advisors
California
$311K -$8.71K -91 -3%
SIC
1359
Samalin Investment Counsel
New York
$310K +$2.78K +29 +0.9%
LCGC
1360
Legacy Capital Group California
California
$310K -$247K -2,581 -44%
KCPG
1361
Kavar Capital Partners Group
Kansas
$308K +$2.49K +26 +0.8%
SRWM
1362
Shira Ridge Wealth Management
California
$307K +$26.8K +280 +10%
OC
1363
Opinicus Capital
Florida
$307K -$27.9K -291 -8%
PWM
1364
Paulson Wealth Management
Illinois
$306K – – –
RBC
1365
Roble Belko & Company
Pennsylvania
$306K – – –
GFPC
1366
Global Financial Private Client
Florida
$306K -$24.8K -259 -7%
CSWM
1367
Cassady Schiller Wealth Management
Ohio
$305K – – –
MP
1368
McDonald Partners
Ohio
$305K -$39.1K -408 -11%
Wolverine Trading
1369
Wolverine Trading
Illinois
$304K +$61.2K +642 +25%
FTDI
1370
First Trust Direct Indexing
Massachusetts
$304K +$7.09K +74 +2%
UCB
1371
United Community Bank
South Carolina
$304K – – –
FPCG
1372
Forum Private Client Group
Indiana
$303K -$3.45K -36 -1%
SC
1373
Steph & Co
Wisconsin
$303K +$15.1K +158 +5%
FDS
1374
Freedom Day Solutions
Texas
$303K -$670 -7 -0.2%
RRWA
1375
Rainey & Randall Wealth Advisors
Florida
$302K – – –
53 54
55
56 57