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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 %
MCM
201
M1 Capital Management
Michigan
$19.4M 191,233 +191,233 New
FWP
202
FAS Wealth Partners
Kansas
$19.1M 188,416 -3,342 -2%
CIAS
203
CFS Investment Advisory Services
New Jersey
$19.1M 188,368 -12,284 -6%
CAL
204
Capital Analysts LLC
Pennsylvania
$19M 187,389 +465 +0.2%
PFG
205
PAX Financial Group
Texas
$18.7M 184,477 +6,035 +3%
AAS
206
Ameritas Advisory Services
Nebraska
$18.6M 183,279 +28,251 +18%
GRP
207
Global Retirement Partners
California
$18.6M 182,778 -4,070 -2%
AG
208
Ascent Group
Virginia
$18.5M 182,568 +2,197 +1%
SS
209
Sunbelt Securities
Texas
$18.5M 180,826 -2,688 -1%
RSWM
210
Robertson Stephens Wealth Management
California
$18.3M 180,521 +1,392 +0.8%
WANY
211
Wealthspire Advisors (New York)
New York
$18.3M 180,516 +3,514 +2%
TC
212
TownSquare Capital
Utah
$18M 177,711 +163 +0.1%
DWM
213
Dynasty Wealth Management
Florida
$17.8M 175,178 +109,730 +168%
SFA
214
Sequoia Financial Advisors
Ohio
$17.7M 174,493 -2,099 -1%
GCA
215
Gallagher Capital Advisors
Texas
$17.7M 173,964 +173,964 New
KPWS
216
Kestra Private Wealth Services
Texas
$17.6M 173,056 +17,689 +11%
CFO
217
Callan Family Office
Pennsylvania
$17.5M 172,567 +10,758 +7%
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$17.5M 172,441 +130,078 +307%
CWS
219
Cypress Wealth Services
California
$17.5M 171,924 +720 +0.4%
IF
220
Ironwood Financial
Arizona
$17.3M 170,456 -2,081 -1%
SAM
221
Silvercrest Asset Management
New York
$17.3M 170,141 – –
SIC
222
Sterling Investment Counsel
New York
$17.3M 169,983 -119,425 -41%
RA
223
Rodgers & Associates
Pennsylvania
$17.2M 169,549 -8,929 -5%
FAIM
224
Financial Advocates Investment Management
Washington
$17.2M 169,325 -20,302 -11%
FFN
225
Focus Financial Network
Minnesota
$17.2M 168,942 -501 -0.3%
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