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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,646
Holders Change
+59
Holders Change %
+3.72%
% of All Funds
23.94%
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 Holding Trade Value Shares
Change 		Shares
Change %
WFA
326
Wellspring Financial Advisors
Ohio
$8.94M +$107K +1,159 +1%
SWMP
327
Signature Wealth Management Partners
New Jersey
$8.94M +$112K +1,207 +1%
GIM
328
Goelzer Investment Management
Indiana
$8.88M -$148K -1,601 -2%
FP
329
Financial Perspectives
Minnesota
$8.79M +$91.6K +990 +1%
OWMIAS
330
One Wealth Management Investment & Advisory Services
Florida
$8.76M +$3.18M +34,352 +57%
TVM
331
True Vision MN
Minnesota
$8.75M +$3.48M +37,658 +66%
MFG
332
Midwest Financial Group
Kansas
$8.75M +$1.03M +11,113 +13%
KWM
333
KFG Wealth Management
Indiana
$8.63M +$57K +616 +0.7%
GWM
334
Geneos Wealth Management
Colorado
$8.56M -$68.8K -743 -0.8%
KDA
335
Kraft Davis & Associates
Missouri
$8.52M -$38K -423 -0.4%
ATS
336
Ashton Thomas Securities
New York
$8.45M +$8.45M +87,958 New
GS
337
GTS Securities
New York
$8.43M +$8.43M +91,112 New
Susquehanna International Group
338
Susquehanna International Group
Pennsylvania
$8.37M +$8.37M +90,446 New
MLA
339
My Legacy Advisors
Oregon
$8.31M +$3.65M +39,422 +78%
SEM
340
Strategic Equity Management
Arizona
$8.21M +$1.46M +15,811 +22%
RWS
341
Resolute Wealth Strategies
Mississippi
$8.08M -$79.9K -863 -1%
AC
342
Avestar Capital
New York
$8.08M -$368K -3,975 -4%
HSWS
343
Higgins & Schmidt Wealth Strategies
Colorado
$7.96M -$99K -1,070 -1%
DADC
344
D.A. Davidson & Co
Montana
$7.95M -$405K -4,377 -5%
EFG
345
Ethos Financial Group
Pennsylvania
$7.94M -$118K -1,274 -1%
EPA
346
Element Pointe Advisors
Florida
$7.93M – – –
GF
347
Gimbal Financial
Indiana
$7.89M +$64.1K +673 +0.8%
WSFS
348
Wilmington Savings Fund Society
Delaware
$7.73M -$14K -151 -0.2%
Franklin Resources
349
Franklin Resources
California
$7.72M +$467K +5,045 +6%
ABC
350
Associated Banc-Corp
Wisconsin
$7.67M -$386K -4,166 -5%
12 13
14
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