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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 %
William Blair & Company
251
William Blair & Company
Illinois
$13.2M 143,011 +6,859 +5%
LIA
252
LBMC Investment Advisors
Tennessee
$13.2M 142,720 -418 -0.3%
Natixis Advisors
253
Natixis Advisors
Massachusetts
$13.1M 141,371 +12,692 +10%
FCC
254
Florin Court Capital
United Kingdom
$13.1M 141,200 +26,600 +23%
SL
255
Sentinus LLC
Illinois
$13M 140,626 +54,318 +63%
AWM
256
Avitas Wealth Management
California
$12.9M 139,920 -565 -0.4%
KWM
257
Keebeck Wealth Management
Illinois
$12.9M 139,587 +38,654 +38%
WJA
258
Willis Johnson & Associates
Texas
$12.6M 136,079 -4,405 -3%
PCTC
259
Perkins Coie Trust Company
Washington
$12.6M 136,045 -1,976 -1%
JIC
260
Johnson Investment Counsel
Ohio
$12.5M 134,672 +1,544 +1%
GWAM
261
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.5M 134,640 -4,423 -3%
MFS
262
Madrona Financial Services
Washington
$12.3M 133,085 +83,609 +169%
KPWS
263
Kestra Private Wealth Services
Texas
$12.2M 131,829 +22,726 +21%
IW
264
Instrumental Wealth
Florida
$12.1M 136,283 +1,115 +0.8%
SWA
265
Stratos Wealth Advisors
Ohio
$12M 129,709 +29,271 +29%
CA
266
Centerpoint Advisors
Massachusetts
$12M 129,322 -145 -0.1%
NB
267
Nicolet Bankshares
Wisconsin
$11.8M 127,845 -304 -0.2%
MA
268
Mutual Advisors
Nebraska
$11.7M 130,329 +10,517 +9%
WAL
269
W Advisors LLC
Tennessee
$11.7M 126,321 +9,718 +8%
BHWM
270
Bay Harbor Wealth Management
Maryland
$11.6M 125,270 +49,225 +65%
TCM
271
Traynor Capital Management
Pennsylvania
$11.4M 123,464 -7,543 -6%
FTS
272
Fifth Third Securities
Ohio
$11.4M 122,979 +13,258 +12%
AWP
273
Avid Wealth Partners
Texas
$11.4M 122,699 +61,526 +101%
HSBC Holdings
274
HSBC Holdings
United Kingdom
$11.3M 122,400 +18,900 +18%
SL
275
SWMG LLC
Texas
$11.3M 122,004 +45,894 +60%
9 10
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