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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 %
AIP
151
Ameritas Investment Partners
Nebraska
$26.7M 262,877 -19,316 -7%
SHIM
152
Stone House Investment Management
Pennsylvania
$26.5M 261,264 -52,298 -17%
PIA
153
Powell Investment Advisors
Florida
$26.5M 260,992 +1,234 +0.5%
FHA
154
First Horizon Advisors
Tennessee
$26.4M 260,285 +2,078 +0.8%
SC
155
Saiph Capital
New Jersey
$26.3M 258,709 -5,022 -2%
CAG
156
Csenge Advisory Group
Florida
$26.2M 258,053 -19,515 -7%
SFS
157
Security Financial Services
Indiana
$26.2M 258,050 -13,455 -5%
ASN
158
Advisory Services Network
Georgia
$25.5M 251,396 +23,678 +10%
BEC
159
Blue Edge Capital
Virginia
$25.4M 249,960 -29,375 -11%
KL
160
KWMG LLC
Kansas
$25.3M 248,760 -10,709 -4%
DSA
161
Droms Strauss Advisors
Missouri
$25.2M 248,279 -561 -0.2%
JWCA
162
J.W. Cole Advisors
Florida
$25.1M 247,374 -4,679 -2%
GL
163
Graypoint LLC
New York
$24.9M 245,504 +35,766 +17%
SAF
164
Smith Anglin Financial
Texas
$24.7M 243,683 -1,239 -0.5%
SWP
165
ShoreHaven Wealth Partners
New Jersey
$24.5M 241,195 -1,719 -0.7%
GIA
166
Gladstone Institutional Advisory
Florida
$24.5M 241,113 +32,435 +16%
Asset Management One
167
Asset Management One
Japan
$24.4M 235,900 -3,700 -2%
Corient Private Wealth
168
Corient Private Wealth
Florida
$24.4M 269,232 -15,363 -5%
DA
169
Detalus Advisors
Missouri
$24.4M 239,890 -1,411 -0.6%
I
170
INVST
Indiana
$24.2M 238,615 -5,646 -2%
SG
171
StoneX Group
New York
$24.2M 238,239 +238,239 New
OWA
172
One Wealth Advisors
California
$24.1M 237,794 +2,288 +1%
SFI
173
SPC Financial Inc
Maryland
$24.1M 236,940 -3,493 -1%
MC
174
McMorgan & Co
California
$24.1M 236,938 -21,812 -8%
IA
175
Integrity Alliance
Iowa
$23.6M 232,529 +232,529 New
5 6
7
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