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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,587 hedge funds and large institutions have $32.3B invested in iShares S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 573 increasing their positions, 572 reducing their positions, and 71 closing their positions.

Holders
1,587
Holders Change
+46
Holders Change %
+2.99%
% of All Funds
23.01%
Holding in Top 10
152
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.62%
% of All Funds
2.2%
New
142
Increased
573
Reduced
572
Closed
71
Calls
$31.8M
Puts
$8.93M
Net Calls
+$22.8M
Net Calls Change
+$14.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.82B
2
LPL Financial
2
LPL Financial
California
$964M
3
Fidelity International
3
Fidelity International
Bermuda
$216M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$335M
5
BlackRock
5
BlackRock
New York
$459M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.65B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$149M
3
B
3
Barings
North Carolina
$885K
4
Wells Fargo
4
Wells Fargo
California
$1.28B
5
Goldman Sachs
5
Goldman Sachs
New York
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$215M 2,545,315 +1,698,066 +200%
Lido Advisors
27
Lido Advisors
California
$212M 2,506,751 -43,738 -2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$203M 2,408,561 -310,395 -11%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$182M 2,158,551 -7,526 -0.3%
MML Investors Services
30
MML Investors Services
Massachusetts
$179M 2,116,938 +1,035,911 +96%
RJA
31
Raymond James & Associates
Florida
$178M 2,111,674 +39,828 +2%
Osaic Holdings
32
Osaic Holdings
Arizona
$149M 1,761,712 -2,107,666 -54%
HighTower Advisors
33
HighTower Advisors
Illinois
$145M 1,712,829 -64,099 -4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$141M 1,670,404 +802,869 +93%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$139M 1,640,739 -46,064 -3%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$128M 1,512,417 +44,181 +3%
SAF
37
Smith Anglin Financial
Texas
$124M 1,462,631 +403,633 +38%
MWA
38
Midland Wealth Advisors
Illinois
$112M 1,327,814 -5,529 -0.4%
MGIA
39
Moneta Group Investment Advisors
Missouri
$105M 1,247,199 +398,292 +47%
Two Sigma Investments
40
Two Sigma Investments
New York
$101M 1,191,300 +213,400 +22%
Truist Financial
41
Truist Financial
North Carolina
$99.3M 1,175,802 +127,194 +12%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$98.2M 1,162,925 -49,788 -4%
SL
43
Salomon & Ludwin
Virginia
$96.1M 1,138,623 -51,138 -4%
Comerica Bank
44
Comerica Bank
Texas
$92.9M 1,100,132 -7,199 -0.7%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$91.3M 1,081,370 +74,971 +7%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$90M 1,066,170 +533,446 +100%
CC
47
Courier Capital
New York
$89.5M 1,059,991 -10,268 -1%
UCFA
48
United Capital Financial Advisors
Texas
$88.1M 1,043,483 +458,259 +78%
FIA
49
Foundations Investment Advisors
Arizona
$86.2M 1,020,349 +344,329 +51%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$85.3M 1,010,661 +15,085 +2%
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