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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,846 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
1,846
Holders Change
+158
Holders Change %
+9.36%
% of All Funds
24.57%
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 %
LFG
1376
Larson Financial Group
Missouri
$394K -$443K -4,363 -53%
SFA
1377
Salus Financial Advisors
Colorado
$394K +$394K +3,876 New
GJIA
1378
Glass Jacobson Investment Advisors
Maryland
$393K +$3.45K +34 +0.9%
PIFP
1379
Partners in Financial Planning
Virginia
$390K -$96.6K -951 -20%
WG
1380
Welch Group
Alabama
$389K – – –
CFC
1381
Coyle Financial Counsel
Illinois
$389K – – –
KIM
1382
Kestra Investment Management
Texas
$389K +$68.8K +678 +21%
TRIA
1383
Trail Ridge Investment Advisors
Colorado
$388K +$8.83K +87 +2%
FI
1384
Financial Insights
Washington
$388K -$33.7K -332 -8%
HA
1385
HFG Advisors
Ohio
$387K – – –
SAM
1386
Secure Asset Management
Michigan
$387K – – –
WTC
1387
WhitTier Trust Company
Nevada
$386K – – –
UF
1388
Univest Financial
Pennsylvania
$385K -$5.38K -53 -1%
CICC
1389
Capital Investment Counsel (Colorado)
Colorado
$381K -$209K -2,063 -35%
MMG
1390
Monetary Management Group
Missouri
$381K – – –
IA
1391
IFC Advisors
California
$380K +$380K +3,738 New
WSA
1392
Warm Springs Advisors
California
$379K +$379K +3,736 New
CFAM
1393
Center For Asset Management
Florida
$378K +$102 +1 +0%
BCP
1394
Blue Chip Partners
Michigan
$378K +$305 +3 +0.1%
EIG
1395
Ellenbecker Investment Group
Wisconsin
$377K +$95.6K +941 +34%
BOSSRA
1396
B.O.S.S. Retirement Advisors
Utah
$373K +$373K +3,671 New
FCM
1397
Fortis Capital Management
Washington
$372K -$16.9K -166 -4%
NL
1398
Navalign LLC
California
$372K +$17.7K +174 +5%
GEA
1399
Glen Eagle Advisors
New Jersey
$368K +$1.02K +10 +0.3%
FPCP
1400
Fort Point Capital Partners
California
$368K – – –
54 55
56
57 58