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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 %
BSW
376
Buckingham Strategic Wealth
Missouri
$6.71M -$304K -3,289 -4%
LSA
377
Lansing Street Advisors
Pennsylvania
$6.68M +$340K +3,672 +5%
FAM
378
Frontier Asset Management
Wyoming
$6.58M -$15K -162 -0.2%
FNBT
379
FineMark National Bank & Trust
Florida
$6.58M +$303K +3,279 +5%
MYIA
380
Mount Yale Investment Advisors
Colorado
$6.49M +$2.05M +22,131 +46%
WFAG
381
Wescott Financial Advisory Group
Pennsylvania
$6.44M +$1.08M +11,691 +20%
EIP
382
Ellis Investment Partners
Pennsylvania
$6.43M +$45.7K +494 +0.7%
CWM
383
Cahaba Wealth Management
Georgia
$6.41M -$23K -248 -0.4%
DL
384
DOHJ LLC
Washington
$6.37M +$473K +5,109 +8%
DAS
385
Diversify Advisory Services
Utah
$6.37M +$5.68M +59,120 +825%
AG
386
AlTi Global
New York
$6.34M -$448K -4,838 -7%
AWP
387
Ascent Wealth Partners
New York
$6.29M +$108K +1,169 +2%
SVWG
388
Shared Vision Wealth Group
United States
$6.26M +$2.53M +27,330 +68%
TNBTD
389
Trustmark National Bank Trust Department
Mississippi
$6.17M – – –
AI
390
Arvest Investments
Arkansas
$6.16M -$49.9K -539 -0.8%
NG
391
Norden Group
Utah
$6.15M +$900K +9,726 +17%
SC
392
Sapient Capital
Indiana
$6.13M -$278 -3 -0%
GFP
393
Gryphon Financial Partners
Ohio
$6.13M +$88.1K +952 +1%
AL
394
ACAS LLC
California
$6.05M -$435K -4,764 -7%
QPWM
395
Quadrant Private Wealth Management
Pennsylvania
$6.05M +$3.03M +32,747 +100%
HCM
396
Highview Capital Management
Illinois
$6.03M +$4.28M +46,241 +244%
CWAG
397
Compton Wealth Advisory Group
Virginia
$6.01M -$108K -1,166 -2%
BFG
398
Bleakley Financial Group
New Jersey
$5.99M -$2.79M -30,202 -32%
SB
399
Strategic Blueprint
Georgia
$5.97M +$3.39M +36,597 +131%
OC
400
Oppenheimer & Co
New York
$5.93M +$2.43M +26,210 +69%
14 15
16
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