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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 %
KIM
1376
Kestra Investment Management
Texas
$302K +$302K +3,154 New
KHCM
1377
Kirtland Hills Capital Management
Ohio
$302K +$302K +3,152 New
OBWG
1378
Onyx Bridge Wealth Group
New York
$300K +$9.77K +102 +3%
KFC
1379
Klingenstein Fields & Co
New York
$299K – – –
ZIG
1380
Zullo Investment Group
Pennsylvania
$299K -$4.31K -45 -1%
TI
1381
Trexquant Investment
Connecticut
$299K +$299K +3,118 New
MCIA
1382
Mountain Capital Investment Advisors
Colorado
$298K -$21.1K -209 -7%
TCB
1383
Texas Capital Bancshares
Texas
$297K – – –
MKC
1384
M. Kraus & Co
Vermont
$297K – – –
GSIAS
1385
Garden State Investment Advisory Services
New Jersey
$293K -$16K -167 -5%
TA
1386
TPG Advisors
Illinois
$291K – – –
STA
1387
Summit Trail Advisors
New York
$291K – – –
CHA
1388
Carmichael Hill & Associates
Maryland
$289K -$10.6K -111 -4%
FAT
1389
First American Trust
California
$289K – – –
D
1390
Diversified
Delaware
$289K +$191 +2 +0.1%
DE
1391
Diversified Enterprises
Delaware
$289K +$289K +3,015 New
ARC
1392
Advisor Resource Council
Texas
$288K +$288K +3,012 New
VDI
1393
Vaughan David Investments
Illinois
$288K – – –
1W
1394
1776 Wealth
Georgia
$287K – – –
CWM
1395
Core Wealth Management
Florida
$287K – – –
SWM
1396
Shelton Wealth Management
Texas
$287K +$96 +1 +0%
MWM
1397
Mascoma Wealth Management
New Hampshire
$286K -$144K -1,500 -33%
DIM
1398
Delta Investment Management
California
$286K -$96 -1 -0%
BA
1399
Bluesphere Advisors
Pennsylvania
$284K +$191 +2 +0.1%
ACM
1400
AlphaStar Capital Management
North Carolina
$284K +$284K +2,962 New
54 55
56
57 58