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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 %
CC
51
Courier Capital
New York
$97.2M 1,049,966 -10,025 -0.9%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$97.1M 1,049,462 -31,908 -3%
CWM
53
Calamos Wealth Management
Illinois
$92.7M 1,001,862 +34,422 +4%
LI
54
LVZ Inc
Michigan
$90.7M 979,889 +1,638 +0.2%
SA
55
Sanctuary Advisors
Indiana
$89.8M 1,088,044 +1,088,044 New
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$89.3M 964,618 +177,807 +23%
MCM
57
MAI Capital Management
Ohio
$89.2M 964,007 +6,903 +0.7%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$83.9M 906,100 +646,200 +249%
MWM
59
Modern Wealth Management
Kansas
$83.6M 903,063 +61,738 +7%
UFF
60
USA Financial Formulas
Michigan
$80.9M 874,515 -28,183 -3%
AWS
61
Atria Wealth Solutions
New York
$78.2M 844,644 +253,351 +43%
SL
62
Salomon & Ludwin
Virginia
$77.6M 838,230 -300,393 -26%
AWM
63
AE Wealth Management
Kansas
$77M 832,158 +376,751 +83%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$76.7M 828,761 -69,198 -8%
KeyBank National Association
65
KeyBank National Association
Ohio
$76M 820,871 -13,351 -2%
AAS
66
Avantax Advisory Services
Texas
$74.6M 806,658 +254,785 +46%
MWM
67
Modera Wealth Management
New Jersey
$72M 777,861 +4,862 +0.6%
PWM
68
Praetorian Wealth Management
California
$69M 745,586 -3,619 -0.5%
VA
69
Valmark Advisers
Ohio
$68.1M 736,266 -80,248 -10%
AWMS
70
Advocacy Wealth Management Services
Georgia
$67.1M 725,361 +275,876 +61%
OIA
71
OneDigital Investment Advisors
Kansas
$65.5M 707,670 -6,221 -0.9%
Northern Trust
72
Northern Trust
Illinois
$60.8M 657,323 +6,520 +1%
AIA
73
Alera Investment Advisors
Illinois
$59.6M 643,844 +460,212 +251%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$58.9M 629,996 -7,168 -1%
SIA
75
Stegner Investment Associates
Kentucky
$58.6M 633,530 -24,317 -4%
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