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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
$746M
3
PA
Parallel Advisors
California
$39.8M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$794M
5
SA
Sanctuary Advisors
Indiana
$141M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$18.8M
2
Fidelity International
Fidelity International
Bermuda
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.22B
4
Goldman Sachs
Goldman Sachs
New York
$617M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAIM
1701
Punch & Associates Investment Management
Minnesota
– -$1.58M -17,082 Closed
AL
1702
Aspiriant LLC
California
– -$998K -10,788 Closed
CA
1703
Calton & Associates
Florida
– -$934K -10,093 Closed
SW
1704
SVB Wealth
Massachusetts
– -$897K -9,696 Closed
PCP
1705
Proficio Capital Partners
Massachusetts
– -$625K -6,756 Closed
T
1706
TCWP
Ohio
– -$541K -5,842 Closed
GCIM
1707
Gunn & Company Investment Management
Florida
– -$530K -5,731 Closed
GSEP
1708
Golden State Equity Partners
California
– -$513K -5,540 Closed
MIA
1709
MainStreet Investment Advisors
Illinois
– -$466K -5,037 Closed
FWI
1710
Facet Wealth Inc
Maryland
– -$410K -4,609 Closed
HCM
1711
Howland Capital Management
Massachusetts
– -$408K -4,404 Closed
TL
1712
Tradewinds LLC
North Carolina
– -$371K -4,014 Closed
LIG
1713
Lokken Investment Group
Delaware
– -$317K -3,422 Closed
VCM
1714
Vision Capital Management
Oregon
– -$298K -3,222 Closed
BTIM
1715
BancFirst Trust & Investment Management
Oklahoma
– -$287K -3,076 Closed
QT
1716
Quantbot Technologies
New York
– -$283K -3,062 Closed
Fisher Asset Management
1717
Fisher Asset Management
Washington
– -$260K -2,804 Closed
TP
1718
Tranquility Partners
Tennessee
– -$254K -2,750 Closed
BWM
1719
BlackDiamond Wealth Management
New York
– -$239K -2,739 Closed
EBSAM
1720
Eubel Brady & Suttman Asset Management
Ohio
– -$234K -2,534 Closed
BFA
1721
Bragg Financial Advisors
North Carolina
– -$228K -2,466 Closed
TPA
1722
Trivium Point Advisory
Connecticut
– -$226K -2,445 Closed
WHCI
1723
W.H. Cornerstone Investments
Massachusetts
– -$221K -2,386 Closed
MCM
1724
Maple Capital Management
Vermont
– -$220K -2,381 Closed
SWIG
1725
Strategic Wealth Investment Group
Kentucky
– -$221K -2,376 Closed
66 67 68
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