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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 %
PP
1426
Patten & Patten
Tennessee
$260K -$7.18K -75 -3%
ST
1427
Sabal Trust
Florida
$260K – – –
PA
1428
PSI Advisors
Florida
$260K – – –
AIM
1429
Avity Investment Management
Connecticut
$258K – – –
UL
1430
Unionview LLC
Washington
$257K +$96 +1 +0%
BCM
1431
Becker Capital Management
Oregon
$256K – – –
ECM
1432
Exchange Capital Management
Michigan
$256K -$9.58K -100 -4%
UAS
1433
United Asset Strategies
New York
$256K – – –
SMC
1434
Smith, Moore & Co
Missouri
$255K – – –
RIM
1435
Rockbridge Investment Management
New York
$254K – – –
TCOV
1436
Trust Company of Vermont
Vermont
$254K +$19.9K +208 +9%
PSA
1437
Plum Street Advisors
Louisiana
$254K – – –
WPP
1438
Whalerock Point Partners
Rhode Island
$253K – – –
VPWA
1439
Vestia Personal Wealth Advisors
Indiana
$253K -$574 -6 -0.2%
DFC
1440
DB Fitzpatrick & Co
Idaho
$253K -$479 -5 -0.2%
GCA
1441
Genesee Capital Advisors
New York
$253K – – –
HG
1442
Harbor Group
New Hampshire
$253K -$4.88K -51 -2%
APW
1443
Atlantic Private Wealth
North Carolina
$252K +$287 +3 +0.1%
GA
1444
Gordian Advisors
Arizona
$251K – – –
CCM
1445
Crew Capital Management
Ohio
$250K – – –
IA
1446
Inspire Advisors
Idaho
$249K +$10.4K +109 +4%
CIBC World Market
1447
CIBC World Market
Ontario, Canada
$249K – – –
CFGL
1448
Cambridge Financial Group, LLC
Arizona
$248K – – –
DTC
1449
Davidson Trust Company
Washington
$248K +$12.7K +133 +5%
MI
1450
Motiv8 Investments
Florida
$247K -$42.5K -444 -15%
56 57
58
59 60