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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
HNB
2
Huntington National Bank
Ohio
$236M
3
SL
3
Salomon & Ludwin
Virginia
$77.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$868M
5
M&T Bank
5
M&T Bank
New York
$446M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
301
Howard Capital Management
Georgia
$9.99M 107,888 -7 -0%
LFAS
302
Level Four Advisory Services
Texas
$9.97M 107,735 -7,738 -7%
PFG
303
Pacific Financial Group
Washington
$9.95M 107,532 -5,894 -5%
YIA
304
YHB Investment Advisors
Connecticut
$9.95M 107,495 +85 +0.1%
BFM
305
Broadview Financial Management
Wisconsin
$9.89M 106,865 -268 -0.3%
BWM
306
BKM Wealth Management
Wisconsin
$9.84M 106,301 +1,526 +1%
PBO
307
Peoples Bank (Ohio)
Ohio
$9.78M 105,666 +1,170 +1%
SWM
308
SigFig Wealth Management
California
$9.75M 105,312 +42,466 +68%
UBV
309
United Bank (Virginia)
Virginia
$9.69M 104,723 -2,135 -2%
AAS
310
Asset Allocation Strategies
Michigan
$9.67M 104,440 -6,309 -6%
HW
311
Hancock Whitney
Mississippi
$9.66M 104,401 +1,464 +1%
BAM
312
Belpointe Asset Management
Nevada
$9.63M 104,080 +9,338 +10%
FFBTD
313
First Financial Bank - Trust Division
Ohio
$9.58M 103,548 -295 -0.3%
P
314
&Partners
Tennessee
$9.57M 103,409 +86,941 +528%
MW
315
Maia Wealth
Colorado
$9.57M 99,621 +99,621 New
Brown Advisory
316
Brown Advisory
Maryland
$9.53M 103,027 +2,495 +2%
TIAA Trust, National Association
317
TIAA Trust, National Association
North Carolina
$9.42M 101,790 +1,965 +2%
CCM
318
Coldstream Capital Management
Washington
$9.36M 101,177 +5,828 +6%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$9.33M 97,195 -7,541 -7%
ECA
320
Elevation Capital Advisory
Oregon
$9.3M 100,472 +100,472 New
PWM
321
Perigon Wealth Management
California
$9.24M 99,869 +4,521 +5%
GVAG
322
Great Valley Advisor Group
Delaware
$9.19M 99,298 -1,552 -2%
AssetMark Inc
323
AssetMark Inc
California
$9.11M 98,413 +40,558 +70%
HI
324
Harbour Investments
Wisconsin
$9.06M 97,903 +17,121 +21%
SQA
325
Simon Quick Advisors
New Jersey
$8.96M 96,814 -968 -1%
11 12
13
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