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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,688 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.

Holders
1,688
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.42%
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)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.5M
2
ABTD
2
Arvest Bank Trust Division
Oklahoma
$57M
3
Ameriprise
3
Ameriprise
Minnesota
$746M
4
PA
4
Parallel Advisors
California
$39.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$794M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$18.8M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.22B
4
Goldman Sachs
4
Goldman Sachs
New York
$617M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.45B
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
126
Concurrent Investment Advisors
Florida
$31.1M 324,707 +8,838 +3%
PS
127
Principal Securities
Iowa
$30.8M 321,536 +24,836 +8%
MPW
128
MA Private Wealth
California
$30.4M 317,872 +106,082 +50%
SHIM
129
Stone House Investment Management
Pennsylvania
$30M 313,562 -4,798 -2%
SW
130
SteelPeak Wealth
California
$29.9M 312,583 -11,576 -4%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$29.9M 311,849 +3,968 +1%
HFA
132
High Falls Advisors
New York
$29.2M 305,162 -20,733 -6%
HGWM
133
Horst & Graben Wealth Management
Oregon
$28.9M 301,889 +9,162 +3%
PFA
134
Pettinga Financial Advisors
Indiana
$28.6M 298,791 -4,650 -2%
FMC
135
First Merchants Corp
Indiana
$28M 291,962 +3,458 +1%
FMWA
136
Forvis Mazars Wealth Advisors
Missouri
$27.8M 290,808 -6,703 -2%
SIC
137
Sterling Investment Counsel
New York
$27.7M 289,408 +985 +0.3%
WSFS
138
Wilmington Savings Fund Society
Delaware
$27.6M 287,774 +204,283 +245%
Corient Private Wealth
139
Corient Private Wealth
Florida
$27.2M 284,595 +22,802 +9%
SHJ
140
Sharkey, Howes & Javer
Colorado
$27.2M 283,557 -18,313 -6%
SWP
141
Stratos Wealth Partners
Ohio
$27.1M 283,363 +98,282 +53%
BCI
142
Brinker Capital Investments
Pennsylvania
$27.1M 282,751 -13,496 -5%
OPS
143
Orion Portfolio Solutions
Nebraska
$27.1M 282,751 -13,496 -5%
AIP
144
Ameritas Investment Partners
Nebraska
$27M 282,193 +3,284 +1%
FHC
145
First Heartland Consultants
Missouri
$27M 281,466 +111,964 +66%
SVCP
146
Silicon Valley Capital Partners
California
$26.9M 281,260 -7,852 -3%
CAG
147
Csenge Advisory Group
Florida
$26.9M 277,568 -10,043 -3%
BEC
148
Blue Edge Capital
Virginia
$26.7M 279,335 +11,151 +4%
PSP
149
Principal Street Partners
Tennessee
$26.7M 288,723 – –
EH
150
Equitable Holdings
New York
$26.5M 276,277 -247,967 -47%
4 5
6
7 8