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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 %
STA
1876
Summit Trail Advisors
New York
– – -3,036 Closed
ARC
1877
Advisor Resource Council
Texas
– – -3,012 Closed
ACM
1878
AlphaStar Capital Management
North Carolina
– – -2,962 Closed
BMWM
1879
Brown Miller Wealth Management
Virginia
– – -2,959 Closed
NCG
1880
Newport Capital Group
New Jersey
– – -2,934 Closed
GFG
1881
Greystone Financial Group
Michigan
– – -2,921 Closed
IAS
1882
Insigneo Advisory Services
Florida
– – -2,734 Closed
WQ
1883
Wealth Quarterback
New Jersey
– – -2,551 Closed
RHP
1884
Royal Harbor Partners
Texas
– – -2,253 Closed
SF
1885
Safeguard Financial
Wisconsin
– – -2,237 Closed
HWP
1886
Hibernia Wealth Partners
Louisiana
– – -2,203 Closed
AHIA
1887
Andrew Hill Investment Advisors
Florida
– – -2,197 Closed
VCS
1888
Vaughan & Co Securities
New Jersey
– – -2,188 Closed
SPWG
1889
Sage Private Wealth Group
Illinois
– – -2,186 Closed
GAG
1890
Goodman Advisory Group
Massachusetts
– – -2,143 Closed
T. Rowe Price Associates
1891
T. Rowe Price Associates
Maryland
– – -2,119 Closed
JIP
1892
Jaffetilchin Investment Partners
Florida
– – -1,645 Closed
HGA
1893
Hobbs Group Advisors
South Carolina
– – -1,335 Closed
NFA
1894
Northwest Financial Advisors
Virginia
– – -511 Closed
BIM
1895
Breakwater Investment Management
Washington
– – -460 Closed
FAM
1896
Flaharty Asset Management
Florida
– – -334 Closed
PCA
1897
Providence Capital Advisors
North Carolina
– – -324 Closed
MIM
1898
Macroview Investment Management
Maryland
– – -304 Closed
PWM
1899
Provident Wealth Management
Tennessee
– – -270 Closed
EAM
1900
Eukles Asset Management
Ohio
– – -148 Closed
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