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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 %
RA
1351
Ruggaard & Associates
Ohio
$412K – – –
JSA
1352
Jim Saulnier & Associates
Colorado
$411K +$508 +5 +0.1%
ACP
1353
Aviance Capital Partners
Florida
$409K – – –
EFG
1354
Embree Financial Group
Illinois
$409K +$19.3K +190 +5%
ONST
1355
Old North State Trust
North Carolina
$408K -$27.6K -272 -6%
TL
1356
Tradewinds LLC
North Carolina
$408K +$408K +3,877 New
CWA
1357
Canvas Wealth Advisors
Kansas
$408K – – –
HFS
1358
Howard Financial Services
Texas
$407K +$406 +4 +0.1%
CA
1359
Crewe Advisors
Utah
$407K +$8.12K +80 +2%
HNWAG
1360
High Net Worth Advisory Group
Florida
$406K -$1.42K -14 -0.3%
SGK
1361
Steigerwald Gordon & Koch
Virginia
$406K – – –
SC
1362
Schoolcraft Capital
Colorado
$403K – – –
VBFG
1363
Vishria Bird Financial Group
Tennessee
$402K – – –
NHC
1364
Nicholas Hoffman & Company
Georgia
$402K -$33.6K -331 -8%
SC
1365
Shearwater Capital
Colorado
$402K -$22.4K -221 -5%
SWM
1366
Shakespeare Wealth Management
Wisconsin
$401K +$1.22K +12 +0.3%
GWANC
1367
Guardian Wealth Advisors (North Carolina)
North Carolina
$400K +$311K +3,067 +350%
AIA
1368
AssuredPartners Investment Advisors
Florida
$400K +$400K +3,935 New
SFC
1369
SYM Financial Corp
Indiana
$398K -$5.58K -55 -1%
GPA
1370
Garrison Point Advisors
California
$398K -$8.12K -80 -2%
WHG
1371
Westwood Holdings Group
Texas
$398K +$44K +433 +12%
LHC
1372
Little House Capital
Massachusetts
$397K -$531K -5,228 -57%
GI
1373
Gradient Investments
Minnesota
$396K +$10.5K +103 +3%
PFM
1374
Phillips Financial Management
Indiana
$396K -$1.32K -13 -0.3%
CWA
1375
Cornerstone Wealth Advisors
Minnesota
$395K +$3.96K +39 +1%
53 54
55
56 57