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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 %
WA
176
Wealth Alliance
New York
$23.5M 231,942 -4,739 -2%
P
177
&Partners
Tennessee
$23.5M 227,632 +45,259 +25%
LWM
178
Liberty Wealth Management
California
$23.5M 231,335 -6,443 -3%
WWM
179
Western Wealth Management
Colorado
$22.6M 222,932 -21,615 -9%
AWM
180
Avior Wealth Management
Nebraska
$22.4M 220,672 +16,752 +8%
BTI
181
Blue Trust Inc
Georgia
$22.3M 219,805 -57,488 -21%
PWA
182
Physician Wealth Advisors
Utah
$21.7M 214,120 -5,462 -2%
GIA
183
GHP Investment Advisors
Colorado
$21.6M 213,087 -27,960 -12%
MMA
184
Miracle Mile Advisors
California
$21.4M 211,039 +2,048 +1%
TW
185
Transform Wealth
Colorado
$21.2M 208,705 +2,858 +1%
AWMG
186
ADG Wealth Management Group
Louisiana
$21.2M 208,685 +208,685 New
SEI Investments
187
SEI Investments
Pennsylvania
$21.1M 207,533 -11,527 -5%
KFSC
188
Keystone Financial Services (Colorado)
Colorado
$21M 206,680 +2,546 +1%
SWM
189
Spire Wealth Management
Virginia
$20.7M 203,899 +5,985 +3%
BCM
190
Brookstone Capital Management
Illinois
$20.6M 203,305 -25,141 -11%
UB
191
UMB Bank
Missouri
$20.3M 199,822 +1,339 +0.7%
SWM
192
Scissortail Wealth Management
Oklahoma
$20.3M 199,556 +198,742 +24,415%
CFG
193
Citizens Financial Group
Rhode Island
$20.2M 198,991 +12,176 +7%
GPA
194
Guidance Point Advisors
Massachusetts
$20M 197,193 +3,470 +2%
IFS
195
Ifrah Financial Services
Arkansas
$19.8M 194,612 -7,487 -4%
AFC
196
Adaptive Financial Consulting
Ohio
$19.7M 194,214 -1,886 -1%
KFS
197
Kelly Financial Services
Massachusetts
$19.6M 193,505 -2,660 -1%
CFB
198
Cullen/Frost Bankers
Texas
$19.6M 193,033 -417 -0.2%
CAM
199
Cresset Asset Management
Illinois
$19.5M 192,428 -30,794 -14%
CFGS
200
Concourse Financial Group Securities
Alabama
$19.4M 182,989 -10,847 -6%
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