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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 %
GGS
1476
Galvin Gaustad & Stein
Arizona
$230K – – –
TC
1477
Truvestments Capital
Florida
$230K +$11.3K +118 +5%
PCM
1478
Parsons Capital Management
Rhode Island
$230K – – –
FSC
1479
Full Sail Capital
Oklahoma
$229K – – –
WIP
1480
WealthCare Investment Partners
Rhode Island
$229K +$229K +2,417 New
GFWA
1481
Grey Fox Wealth Advisors
Delaware
$229K -$6.03K -63 -3%
FA
1482
FSA Advisors
Michigan
$228K +$228K +2,467 New
CASB
1483
Cape Ann Savings Bank
Massachusetts
$228K – – –
TPWM
1484
Twelve Points Wealth Management
Massachusetts
$227K -$8.52K -89 -4%
VWWMG
1485
Vermillion & White Wealth Management Group
Pennsylvania
$227K +$10.2K +106 +5%
AIP
1486
ARS Investment Partners
New York
$226K – – –
PPW
1487
Presilium Private Wealth
Pennsylvania
$224K – – –
CT
1488
Colonial Trust
South Carolina
$224K – – –
CMAI
1489
Capital Management Associates Inc
Minnesota
$221K +$221K +2,313 New
MC
1490
Mathes Company
New York
$220K +$220K +2,300 New
SMAM
1491
Sugar Maple Asset Management
Wisconsin
$220K +$220K +2,297 New
VAMG
1492
Voisard Asset Management Group
Michigan
$219K -$8.43K -88 -4%
JF
1493
JSF Financial
California
$218K -$2.49K -26 -1%
RCA
1494
Resonant Capital Advisors
Wisconsin
$217K +$96 +1 +0%
MAM
1495
MWA Asset Management
Massachusetts
$217K +$217K +2,262 New
Chevy Chase Trust
1496
Chevy Chase Trust
Maryland
$216K – – –
RHP
1497
Royal Harbor Partners
Texas
$216K – – –
GP
1498
Geneva Partners
Wisconsin
$216K -$19K -198 -8%
BWM
1499
BCGM Wealth Management
Indiana
$216K -$7.37K -77 -3%
SL
1500
Sentinus LLC
Illinois
$215K -$15.1M -138,646 -99%
58 59
60
61 62