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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.

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)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.5M
2
ABTD
2
Arvest Bank Trust Division
Oklahoma
$57M
3
Ameriprise
3
Ameriprise
Minnesota
$746M
4
PA
4
Parallel Advisors
California
$39.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$794M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$18.8M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.22B
4
Goldman Sachs
4
Goldman Sachs
New York
$617M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.45B
Name Market Value Shares Shares
Change 		Shares
Change %
WIA
151
World Investment Advisors
California
$26M 271,973 -131,936 -33%
SFS
152
Security Financial Services
Indiana
$26M 271,505 -28,740 -10%
BTI
153
Blue Trust Inc
Georgia
$25.7M 277,293 +104,279 +60%
SC
154
Saiph Capital
New Jersey
$25.3M 263,731 +444 +0.2%
PIA
155
Powell Investment Advisors
Florida
$24.9M 259,758 +9,761 +4%
KL
156
KWMG LLC
Kansas
$24.8M 259,469 -6,242 -2%
MC
157
McMorgan & Co
California
$24.8M 258,750 -14,039 -5%
FHA
158
First Horizon Advisors
Tennessee
$24.7M 258,207 +62,744 +32%
CFA
159
Cahill Financial Advisors
Minnesota
$24.3M 254,222 -2,425 -0.9%
JWCA
160
J.W. Cole Advisors
Florida
$24.1M 252,053 +5,187 +2%
Cerity Partners
161
Cerity Partners
New York
$24.1M 251,521 +14,187 +6%
DSA
162
Droms Strauss Advisors
Missouri
$23.8M 248,840 -17,407 -7%
SAF
163
Smith Anglin Financial
Texas
$23.5M 244,922 -1,303,450 -84%
WWM
164
Western Wealth Management
Colorado
$23.4M 244,547 +17,894 +8%
I
165
INVST
Indiana
$23.4M 244,261 -141,355 -37%
BPA
166
Beacon Pointe Advisors
California
$23.4M 243,999 -3,346 -1%
SWP
167
ShoreHaven Wealth Partners
New Jersey
$23.3M 242,914 -2,435 -1%
DA
168
Detalus Advisors
Missouri
$23.1M 241,301 -16,796 -7%
GIA
169
GHP Investment Advisors
Colorado
$23.1M 241,047 -5,925 -2%
FFA
170
Farther Finance Advisors
California
$23.1M 240,965 +45,535 +23%
SFI
171
SPC Financial Inc
Maryland
$23M 240,433 -14,364 -6%
Asset Management One
172
Asset Management One
Japan
$22.9M 239,600 -32,000 -12%
LWM
173
Liberty Wealth Management
California
$22.8M 237,778 -684,897 -74%
WA
174
Wealth Alliance
New York
$22.7M 236,681 -23,182 -9%
OWA
175
One Wealth Advisors
California
$22.5M 235,506 -18,010 -7%
5 6
7
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