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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
SL
2
Salomon & Ludwin
Virginia
$77.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$868M
4
M&T Bank
4
M&T Bank
New York
$446M
5
GAA
5
Global Assets Advisory
Florida
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$239M 2,577,490 +70,739 +3%
HNB
27
Huntington National Bank
Ohio
– – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$235M 2,538,078 +867,674 +52%
HWM
29
HB Wealth Management
Georgia
$234M 2,531,410 -57,593 -2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$228M 2,462,255 +53,694 +2%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$200M 2,161,978 +3,427 +0.2%
RJA
32
Raymond James & Associates
Florida
$199M 2,152,631 +40,957 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$169M 1,829,838 +68,126 +4%
HighTower Advisors
34
HighTower Advisors
Illinois
$161M 1,740,765 +27,936 +2%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$157M 1,696,079 +629,909 +59%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$154M 1,664,740 +24,001 +1%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$153M 1,653,192 +900,296 +120%
SAF
38
Smith Anglin Financial
Texas
$143M 1,548,372 +85,741 +6%
NA
39
NewEdge Advisors
Louisiana
$137M 1,485,754 +693,848 +88%
UCFA
40
United Capital Financial Advisors
Texas
$137M 1,479,548 +436,065 +42%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$137M 1,475,631 -36,786 -2%
JC
42
JB Capital
Connecticut
$122M 1,316,343 +509,234 +63%
MWA
43
Midland Wealth Advisors
Illinois
$121M 1,305,993 -21,821 -2%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$120M 1,291,843 +128,918 +11%
FIA
45
Foundations Investment Advisors
Arizona
$116M 1,248,891 +228,542 +22%
MGIA
46
Moneta Group Investment Advisors
Missouri
$114M 1,228,734 -18,465 -1%
Two Sigma Investments
47
Two Sigma Investments
New York
$112M 1,207,200 +15,900 +1%
Truist Financial
48
Truist Financial
North Carolina
$111M 1,198,254 +22,452 +2%
Comerica Bank
49
Comerica Bank
Texas
$100M 1,085,249 -14,883 -1%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$97.7M 1,055,870 +45,209 +4%
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