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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.

New
Increased
Maintained
Reduced
Closed
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)
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 %
SFG
1501
SevenBridge Financial Group
Pennsylvania
$215K +$215K +2,128 New
MF
1502
Montis Financial
Massachusetts
$215K +$215K +2,242 New
FFA
1503
Founders Financial Alliance
North Carolina
$214K +$35.9K +375 +20%
SF
1504
Safeguard Financial
Wisconsin
$214K +$214K +2,237 New
BIP
1505
Blue Investment Partners
California
$213K – – –
SWG
1506
Summit Wealth Group
Vermont
$213K – – –
PPWP
1507
Premier Path Wealth Partners
New Jersey
$212K +$212K +2,214 New
AA
1508
Aufman Associates
Pennsylvania
$211K -$22.6K -236 -10%
HWP
1509
Hibernia Wealth Partners
Louisiana
$211K -$12.4K -130 -6%
FVWA
1510
Foster Victor Wealth Advisors
South Carolina
$210K -$16.9K -175 -7%
AHIA
1511
Andrew Hill Investment Advisors
Florida
$210K – – –
AGA
1512
Arkos Global Advisors
Texas
$210K -$14K -146 -6%
VCS
1513
Vaughan & Co Securities
New Jersey
$210K – – –
SPWG
1514
Sage Private Wealth Group
Illinois
$209K – – –
FBT
1515
First Bank & Trust
South Dakota
$209K – – –
TWA
1516
Talisman Wealth Advisors
New Jersey
$208K +$208K +2,182 New
CTFG
1517
Capstone Triton Financial Group
Oklahoma
$207K – – –
MFG
1518
Menard Financial Group
Texas
$207K – – –
GCA
1519
Greenwood Capital Associates
South Carolina
$207K +$207K +2,160 New
RFG
1520
REAP Financial Group
Texas
$207K -$42K -439 -17%
EIA
1521
Edgemoor Investment Advisors
Maryland
$206K +$206K +2,153 New
HS
1522
Horan Securities
United States
$206K +$206K +2,150 New
GAG
1523
Goodman Advisory Group
Massachusetts
$205K – – –
WTA
1524
Washington Trust Advisors
Massachusetts
$205K – – –
CAS
1525
Coppell Advisory Solutions
Texas
$205K +$30.5K +320 +18%
59 60
61
62 63