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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,845 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, 687 reducing their positions, and 58 closing their positions.

Holders
1,845
Holders Change
+157
Holders Change %
+9.3%
% of All Funds
24.57%
Holding in Top 10
209
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.97%
% of All Funds
2.78%
New
251
Increased
568
Reduced
687
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$457M
2
Fidelity International
2
Fidelity International
Bermuda
$309M
3
LPL Financial
3
LPL Financial
California
$1.82B
4
Lido Advisors
4
Lido Advisors
California
$318M
5
Wells Fargo
5
Wells Fargo
California
$1.69B

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$598M
2
US Bancorp
2
US Bancorp
Minnesota
$168M
3
IAIM
3
International Assets Investment Management
Florida
$1.9M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.64B
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$33.1M 326,007 -10,243 -3%
ANB
127
Amarillo National Bank
Texas
$33M 324,612 -407 -0.1%
MPW
128
MA Private Wealth
California
$32.9M 323,946 +6,074 +2%
TPCW
129
TD Private Client Wealth
New York
$32.7M 321,629 -11,815 -4%
SFO
130
Stokes Family Office
Louisiana
$31.3M 307,968 -19,923 -6%
CIA
131
Concurrent Investment Advisors
Florida
$31.2M 306,896 -17,811 -5%
Financial Engines Advisors
132
Financial Engines Advisors
California
$30.9M 304,132 -25,782 -8%
FHB
133
First Hawaiian Bank
Hawaii
$30.6M 301,176 -26,367 -8%
SW
134
SteelPeak Wealth
California
$30.5M 300,179 -12,404 -4%
FMC
135
First Merchants Corp
Indiana
$29.9M 294,589 +2,627 +0.9%
FMWA
136
Forvis Mazars Wealth Advisors
Missouri
$29.7M 292,050 +1,242 +0.4%
SWP
137
Stratos Wealth Partners
Ohio
$29.6M 291,649 +8,286 +3%
PFA
138
Pettinga Financial Advisors
Indiana
$29.2M 287,750 -11,041 -4%
HFA
139
High Falls Advisors
New York
$29.1M 286,930 -18,232 -6%
HGWM
140
Horst & Graben Wealth Management
Oregon
$28.8M 283,704 -18,185 -6%
WSFS
141
Wilmington Savings Fund Society
Delaware
$28.8M 283,430 -4,344 -2%
CCFM
142
Clear Creek Financial Management
Washington
$28.6M 281,842 +101,215 +56%
MFG
143
Merit Financial Group
Georgia
$28.4M 280,000 +133,236 +91%
SVCP
144
Silicon Valley Capital Partners
California
$28.3M 278,245 -3,015 -1%
FFA
145
Farther Finance Advisors
California
$28.2M 277,321 +36,356 +15%
OPS
146
Orion Portfolio Solutions
Nebraska
$27.4M 269,768 -12,983 -5%
BCI
147
Brinker Capital Investments
Pennsylvania
$27.4M 269,768 -12,983 -5%
BPA
148
Beacon Pointe Advisors
California
$27.3M 268,682 +24,683 +10%
SHJ
149
Sharkey, Howes & Javer
Colorado
$27.2M 267,686 -15,871 -6%
CFA
150
Cahill Financial Advisors
Minnesota
$26.7M 263,232 +9,010 +4%
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