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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,646 hedge funds and large institutions have $39.5B invested in iShares S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 645 increasing their positions, 520 reducing their positions, and 63 closing their positions.

Holders
1,646
Holders Change
+59
Holders Change %
+3.72%
% of All Funds
23.95%
Holding in Top 10
188
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+23.68%
% of All Funds
2.73%
New
145
Increased
645
Reduced
520
Closed
63
Calls
$25.7M
Puts
$17.5M
Net Calls
+$8.21M
Net Calls Change
-$14.6M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.54B
2
LPL Financial
2
LPL Financial
California
$1.43B
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$590M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.08B
5
PAS
5
Park Avenue Securities
New York
$393M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$737M
2
SL
2
Salomon & Ludwin
Virginia
$77.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$868M
4
M&T Bank
4
M&T Bank
New York
$446M
5
GAA
5
Global Assets Advisory
Florida
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
PCG
226
Prosperity Consulting Group
Maryland
$15.1M 162,871 -8,874 -5%
SFA
227
Sequoia Financial Advisors
Ohio
$15M 162,298 -180 -0.1%
TWM
228
TSA Wealth Management
Texas
$15M 161,712 +64,354 +66%
CFG
229
Citizens Financial Group
Rhode Island
$15M 161,697 +1,543 +1%
WP
230
WealthShield Partners
North Carolina
$14.9M 161,330 +55,692 +53%
TF
231
Trek Financial
Arizona
$14.8M 159,592 +56,523 +55%
CFO
232
Callan Family Office
Pennsylvania
$14.7M 159,341 -2,920 -2%
BTI
233
Blue Trust Inc
Georgia
$14.6M 173,014 – –
SFP
234
Sterling Financial Planning
New Jersey
$14.6M 157,541 -6,703 -4%
DWM
235
Dynasty Wealth Management
Florida
$14.5M 157,162 +157,162 New
CAL
236
Capital Advisors Ltd
Ohio
$14.5M 156,682 +591 +0.4%
WANY
237
Wealthspire Advisors (New York)
New York
$14.5M 156,427 +9,495 +6%
BFA
238
BBJS Financial Advisors
Washington
$14.5M 156,289 -92 -0.1%
AIM
239
Acropolis Investment Management
Missouri
$14.4M 155,083 -957 -0.6%
PGFC
240
Peapack-Gladstone Financial Corp
New Jersey
$14.3M 154,578 -3,312 -2%
APP
241
Avantax Planning Partners
Iowa
$14.2M 152,993 -4,240 -3%
TPI
242
Trust Point Inc
Wisconsin
$14.1M 152,651 +52 +0%
SW
243
Simplicity Wealth
New Jersey
$13.9M 150,287 +7,588 +5%
CPSC
244
Carl P. Sherr & Co
Massachusetts
$13.7M 147,879 -8,737 -6%
CFA
245
Camarda Financial Advisors
Florida
$13.6M 146,932 +1,989 +1%
CFS
246
Commonwealth Financial Services
West Virginia
$13.6M 141,601 +85,824 +154%
T
247
TNF
Montana
$13.5M 149,866 +142,088 +1,827%
CI
248
CX Institutional
Indiana
$13.3M 143,392 -28,172 -16%
SWM
249
Scissortail Wealth Management
Oklahoma
$13.3M 143,289 +98,975 +223%
EFG
250
Ehrlich Financial Group
California
$13.2M 143,048 +23,953 +20%
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