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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 %
CA
51
Cetera Advisors
Colorado
$83M 982,997 +466,076 +90%
LI
52
LVZ Inc
Michigan
$82.6M 978,251 -100,430 -9%
CWM
53
Calamos Wealth Management
Illinois
$81.7M 967,440 +32,482 +3%
MCM
54
MAI Capital Management
Ohio
$80.8M 957,104 +75,228 +9%
UFF
55
USA Financial Formulas
Michigan
$76.2M 902,698 +47,259 +6%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$75.8M 897,959 -45,834 -5%
MWM
57
Modern Wealth Management
Kansas
$71M 841,325 -56,877 -6%
KeyBank National Association
58
KeyBank National Association
Ohio
$70.4M 834,222 +2,798 +0.3%
VA
59
Valmark Advisers
Ohio
$68.9M 816,514 -13,065 -2%
JC
60
JB Capital
Connecticut
$68.2M 807,109 +506,414 +168%
NA
61
NewEdge Advisors
Louisiana
$66.9M 791,906 +395,100 +100%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$66.4M 786,811 -9,606 -1%
MWM
63
Modera Wealth Management
New Jersey
$65.3M 772,999 -16,287 -2%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$63.6M 752,896 +429,284 +133%
PWM
65
Praetorian Wealth Management
California
$63.3M 749,205 +42,947 +6%
CAN
66
Cetera Advisor Networks
California
$61.9M 732,709 +145,763 +25%
OIA
67
OneDigital Investment Advisors
Kansas
$60.3M 713,891 -346,604 -33%
EH
68
Equitable Holdings
New York
$55.6M 658,711 -137,045 -17%
SIA
69
Stegner Investment Associates
Kentucky
$55.5M 657,847 -25,579 -4%
Northern Trust
70
Northern Trust
Illinois
$55M 650,803 +49,957 +8%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$54.1M 637,164 -66,679 -9%
AT
72
Arvest Trust
Oklahoma
$53.8M 637,149 -20,886 -3%
Charles Schwab
73
Charles Schwab
California
$53.8M 637,102 -40,289 -6%
AWS
74
Atria Wealth Solutions
New York
$49.9M 591,293 +138,008 +30%
SWM
75
SilverOak Wealth Management
Minnesota
$49M 580,327 -10,669 -2%
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