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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 %
ATC
276
Argent Trust Co
Tennessee
$11.3M 121,840 +1,064 +0.9%
ATPW
277
Ashton Thomas Private Wealth
Arizona
$11.3M 121,591 +10,313 +9%
IC
278
IEQ Capital
California
$11.2M 121,369 +3,399 +3%
EWM
279
EPG Wealth Management
Georgia
– – -118,890 Closed
KOC
280
Koss-Olinger Consulting
Florida
$11.2M 121,082 +121,082 New
BZWA
281
Blue Zone Wealth Advisors
California
$11.2M 120,946 -9,608 -7%
TFCP
282
Twin Focus Capital Partners
Massachusetts
$11.2M 120,926 +2,996 +3%
RIA
283
Regal Investment Advisors
Michigan
$11.1M 120,033 +41,349 +53%
PCIA
284
Prime Capital Investment Advisors
Kansas
$11.1M 119,716 -20,470 -15%
BNP Paribas Financial Markets
285
BNP Paribas Financial Markets
France
$11.1M 119,702 -103,133 -46%
ACA
286
Ascension Capital Advisors
Texas
$11.1M 119,452 +119,452 New
AR
287
Apeiron RIA
Texas
$10.8M 116,626 +74,734 +178%
MFA
288
Mayflower Financial Advisors
Massachusetts
$10.7M 115,602 +33,348 +41%
WWA
289
WCG Wealth Advisors
Nevada
$10.7M 115,565 +84,527 +272%
AWM
290
Apollon Wealth Management
South Carolina
$10.6M 114,640 +19,753 +21%
DBIA
291
Dumont & Blake Investment Advisors
New Jersey
$10.6M 114,618 +57,852 +102%
RWM
292
RKL Wealth Management
Pennsylvania
$10.6M 114,606 -2,920 -2%
BC
293
Barrett & Company
Rhode Island
$10.6M 114,506 +1,117 +1%
HFW
294
Horizon Family Wealth
Illinois
$10.5M 113,818 -16,477 -13%
AllianceBernstein
295
AllianceBernstein
Tennessee
$10.5M 113,015 +175 +0.2%
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$10.4M 112,910 +1,225 +1%
LNWWM
297
Laird Norton Wetherby Wealth Management
California
$10.4M 112,123 – –
SC
298
Savant Capital
Illinois
$10.2M 110,410 +9,178 +9%
EWA
299
EP Wealth Advisors
California
$10.2M 109,786 -230 -0.2%
VPP
300
Vertex Planning Partners
Illinois
$10M 108,196 +50,274 +87%
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