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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.64B 45,729,472 -762,253 -2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.56B 44,878,487 +764,970 +2%
Morgan Stanley
3
Morgan Stanley
New York
$3.31B 32,630,945 -709,461 -2%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$3.19B 31,372 +295 +0.9%
Bank of America
5
Bank of America
North Carolina
$1.88B 18,554,012 -59,694 -0.3%
LPL Financial
6
LPL Financial
California
$1.82B 17,940,390 +2,257,493 +14%
Wells Fargo
7
Wells Fargo
California
$1.69B 16,602,697 +999,882 +6%
UBS Group
8
UBS Group
Switzerland
$939M 9,247,949 +35,355 +0.4%
Ameriprise
9
Ameriprise
Minnesota
$810M 7,975,850 +186,796 +2%
Stifel Financial
10
Stifel Financial
Missouri
$708M 6,971,341 -504,067 -7%
Goldman Sachs
11
Goldman Sachs
New York
$646M 6,359,736 -82,695 -1%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$598M 5,888,244 -2,443,664 -29%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$595M 5,855,956 -136,274 -2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$556M 5,478,191 +148,960 +3%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$546M 5,377,109 -336,147 -6%
BlackRock
16
BlackRock
New York
$471M 4,636,983 -261,619 -5%
M&T Bank
17
M&T Bank
New York
$470M 4,630,622 -36,674 -0.8%
Raymond James Financial
18
Raymond James Financial
Florida
$457M 4,499,950 +4,499,950 New
PAS
19
Park Avenue Securities
New York
$388M 3,817,542 +15,623 +0.4%
Mariner
20
Mariner
Kansas
$372M 3,668,595 -89,843 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$353M 3,480,422 -31,690 -0.9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$344M 3,386,082 +117,841 +4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$326M 3,212,404 +33,861 +1%
Lido Advisors
24
Lido Advisors
California
$318M 3,127,477 +1,038,548 +50%
Fidelity International
25
Fidelity International
Bermuda
$309M 3,047,709 +3,047,709 New
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