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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 %
BMWM
1401
Brown Miller Wealth Management
Virginia
$283K -$252K -2,629 -47%
CWM
1402
Chesapeake Wealth Management
Virginia
$283K -$4.79K -50 -2%
QC
1403
Quent Capital
New York
$283K +$96 +1 +0%
LMKC
1404
L.M. Kohn & Company
Ohio
$283K +$52.5K +548 +23%
HVIA
1405
Hudson Valley Investment Advisors
New York
$282K -$43.1K -450 -13%
NCG
1406
Newport Capital Group
New Jersey
$281K +$281K +2,934 New
CCG
1407
Cypress Capital Group
Florida
$280K – – –
GC
1408
Grimes & Company
Massachusetts
$280K +$3.06K +32 +1%
GFG
1409
Greystone Financial Group
Michigan
$280K +$280K +2,921 New
RCG
1410
Regatta Capital Group
California
$279K -$10.5K -110 -4%
BAMG
1411
Brand Asset Management Group
Missouri
$278K – – –
1WM
1412
1900 Wealth Management
Texas
$277K – – –
BBNA
1413
Bremer Bank National Association
Minnesota
$277K – – –
VC
1414
Veery Capital
Delaware
$275K +$8.43K +88 +3%
SWM
1415
Silverlake Wealth Management
Vermont
$274K -$4.69K -49 -2%
GAA
1416
Global Assets Advisory
Florida
$269K -$171K -1,811 -39%
DF
1417
Dunhill Financial
United Kingdom
$268K +$223K +2,333 +500%
GBT
1418
Grove Bank & Trust
Florida
$266K – – –
TGAM
1419
TBH Global Asset Management
Tennessee
$266K – – –
EIG
1420
Ellenbecker Investment Group
Wisconsin
$265K +$96 +1 +0%
MAG
1421
MRA Advisory Group
New Jersey
$263K +$383 +4 +0.1%
SAM
1422
SP Asset Management
California
$262K +$383 +4 +0.1%
PSIWM
1423
Paradigm Strategies in Wealth Management
Minnesota
$262K – – –
FA
1424
Fortis Advisors
Pennsylvania
$262K +$21.5K +225 +9%
IAS
1425
Insigneo Advisory Services
Florida
$262K -$110K -1,149 -30%
55 56
57
58 59