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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 %
AIA
426
Arrow Investment Advisors
Maryland
$5.25M -$371K -4,007 -7%
TWP
427
Total Wealth Planning
Ohio
$5.25M -$369K -3,840 -7%
JHCP
428
Jackson Hole Capital Partners
Oklahoma
$5.19M -$10.7K -116 -0.2%
NCM
429
Narwhal Capital Management
Georgia
$5.18M – – –
NA
430
Nottingham Advisors
New York
$5.12M -$469K -5,065 -8%
AA
431
Ancora Advisors
Ohio
$5.09M +$2.91M +31,456 +134%
QWP
432
Quotient Wealth Partners
Texas
$5.08M -$643K -6,949 -11%
EE
433
EWG Elevate
California
$5.07M +$441K +4,768 +10%
IP
434
Investment Partners
Ohio
$5.06M -$1.76K -19 -0%
SCA
435
St. Clair Advisors
Ohio
$5.06M +$278 +3 +0%
EWM
436
Evercore Wealth Management
New York
$5.04M -$18.5K -200 -0.4%
EDRIA
437
Edmonds Duncan Registered Investment Advisors
Kansas
$5.02M -$829K -8,956 -14%
NFC
438
Northeast Financial Consultants
Connecticut
$5.01M – – –
MCA
439
MSH Capital Advisors
Arizona
$4.96M +$734K +7,931 +17%
QCM
440
Quantinno Capital Management
New York
$4.94M +$72.6K +784 +1%
PPC
441
Park Place Capital
Alabama
$4.94M -$505K -5,453 -9%
XF
442
XML Financial
Maryland
$4.93M -$16.3K -176 -0.3%
GSWM
443
Greenup Street Wealth Management
Michigan
$4.93M -$53K -573 -1%
RFM
444
Royal Fund Management
Florida
$4.9M -$1.36M -14,622 -22%
BMCM
445
Bryn Mawr Capital Management
Pennsylvania
$4.88M -$372K -4,019 -7%
GLLW
446
Graves Light Lenhart Wealth
Virginia
$4.87M -$66K -708 -1%
Calamos Advisors
447
Calamos Advisors
Illinois
$4.87M +$1.04M +11,258 +27%
LF
448
Lantz Financial
Illinois
$4.81M +$1.68M +18,156 +54%
SFS
449
Sharp Financial Services
Pennsylvania
$4.8M +$158K +1,708 +3%
TNB
450
Thomasville National Bank
Georgia
$4.79M -$40.2K -434 -0.8%
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