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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 %
CFB
201
Cullen/Frost Bankers
Texas
$18.5M 193,450 -167 -0.1%
DIP
202
DT Investment Partners
Pennsylvania
$18.4M 192,073 -747 -0.4%
FWP
203
FAS Wealth Partners
Kansas
$18.4M 191,758 -4,671 -2%
IA
204
IFP Advisors
Florida
$18.1M 189,042 +5,404 +3%
CAL
205
Capital Analysts LLC
Pennsylvania
$17.9M 186,924 +10,880 +6%
GRP
206
Global Retirement Partners
California
$17.9M 186,848 -41,923 -18%
CFG
207
Citizens Financial Group
Rhode Island
$17.9M 186,815 +25,118 +16%
P
208
&Partners
Tennessee
$17.6M 182,373 +78,964 +76%
SS
209
Sunbelt Securities
Texas
$17.6M 183,514 +2,728 +2%
ISWM
210
Independent Solutions Wealth Management
New York
$17.4M 182,107 -17,969 -9%
CCFM
211
Clear Creek Financial Management
Washington
$17.3M 180,627 -124,698 -41%
AG
212
Ascent Group
Virginia
$17.3M 180,371 -7,448 -4%
ECM
213
Evergreen Capital Management
Washington
$17.2M 179,597 +831 +0.5%
RSWM
214
Robertson Stephens Wealth Management
California
$17.2M 179,129 +8,450 +5%
RA
215
Rodgers & Associates
Pennsylvania
$17.1M 178,478 +9,829 +6%
PFG
216
PAX Financial Group
Texas
$17.1M 178,442 -1,213 -0.7%
TC
217
TownSquare Capital
Utah
$17M 177,548 -156 -0.1%
WANY
218
Wealthspire Advisors (New York)
New York
$16.9M 177,002 +20,575 +13%
OAP
219
One Advisory Partners
Kansas
$16.9M 176,836 -16,847 -9%
SFA
220
Sequoia Financial Advisors
Ohio
$16.9M 176,592 +14,294 +9%
JWA
221
JFS Wealth Advisors
Pennsylvania
$16.9M 176,069 +7,620 +5%
FAIM
222
Financial Advocates Investment Management
Washington
$16.7M 189,627 -50,220 -21%
TF
223
Trek Financial
Arizona
$16.5M 172,618 +13,026 +8%
IF
224
Ironwood Financial
Arizona
$16.5M 172,537 +1,063 +0.6%
CWS
225
Cypress Wealth Services
California
$16.4M 171,204 -1,884 -1%
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