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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 %
CFFP
1701
Center for Financial Planning
Michigan
$134K 1,318 +504 +62%
RTL
1702
Red Tortoise LLC
Georgia
$134K 1,316 – –
ITIM
1703
Indiana Trust & Investment Management
Indiana
$133K 1,308 – –
IIL
1704
Insight Inv LLC
California
$130K 1,280 – –
CP
1705
Castleview Partners
Texas
$129K 1,274 +244 +24%
WBC
1706
West Branch Capital
Massachusetts
$127K 1,247 +2 +0.2%
LDB
1707
Lee, Danner & Bass
Tennessee
$122K 1,200 +1,200 New
SWM
1708
Sugarloaf Wealth Management
Georgia
$121K 1,195 -47 -4%
FWM
1709
FSA Wealth Management
Massachusetts
$120K 1,180 – –
CT
1710
Clearstead Trust
Maine
$119K 1,168 – –
WWM
1711
Wolff Wiese Magana
California
$118K 1,162 – –
TCM
1712
Tradewinds Capital Management
Washington
$117K 1,153 – –
CWM
1713
Compass Wealth Management
Connecticut
$117K 1,152 – –
WTFG
1714
Wood Tarver Financial Group
Idaho
$111K 1,100 +1,100 New
MAS
1715
MPWM Advisory Solutions
Georgia
$111K 1,092 +1,092 New
MIA
1716
Milestone Investment Advisors
Wisconsin
$109K 1,076 – –
PCM
1717
Perritt Capital Management
Illinois
$108K 1,061 +1 +0.1%
TAM
1718
Tucker Asset Management
Colorado
$107K 1,053 +302 +40%
RF
1719
Roxbury Financial
New Jersey
$105K 1,043 +1,043 New
HC
1720
Hoese & Co
Minnesota
$105K 1,032 +1,032 New
AF
1721
Atala Financial
California
$104K 1,024 +1,024 New
AIM
1722
Anchor Investment Management
South Carolina
$102K 1,007 – –
FLP
1723
Financial Life Planners
Arizona
$101K 999 +999 New
JFG
1724
JDM Financial Group
Texas
$101K 996 -304 -23%
EF
1725
Empowered Funds
Pennsylvania
$97.6K 961 +961 New
67 68
69
70 71