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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 %
PW
76
Peninsula Wealth
California
$56.9M 594,300 +198,857 +50%
AT
77
Arvest Trust
Oklahoma
$56.4M 609,721 -27,428 -4%
Charles Schwab
78
Charles Schwab
California
$55.9M 604,025 -33,077 -5%
KAS
79
Kestra Advisory Services
Texas
$53.9M 634,587 +135,084 +27%
SWM
80
SilverOak Wealth Management
Minnesota
$53.7M 580,223 -104 -0%
SPIA
81
Steward Partners Investment Advisory
New York
$52.7M 569,929 +121,822 +27%
SPC
82
Sigma Planning Corp
Michigan
$52.3M 565,403 +10,572 +2%
AF
83
Allworth Financial
California
$52M 565,233 -11,732 -2%
SCM
84
SCS Capital Management
Massachusetts
$52M 562,159 +10,656 +2%
APW
85
Austin Private Wealth
Texas
$51.9M 561,233 +239,556 +74%
Kovitz Investment Group Partners
86
Kovitz Investment Group Partners
Illinois
$51.5M 556,594 +556,594 New
IWC
87
Integrated Wealth Concepts
Massachusetts
$51.4M 555,769 +325,447 +141%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$50.1M 540,980 +12,689 +2%
AI
89
Atria Investments
North Carolina
$49.4M 534,049 +164,054 +44%
PRWA
90
Platte River Wealth Advisors
Colorado
$49M 530,011 +34,477 +7%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$48.8M 527,308 +20,131 +4%
EH
92
Equitable Holdings
New York
$48.5M 524,244 -134,467 -20%
CL
93
Choreo LLC
Illinois
$47.2M 506,741 +61,420 +14%
WIA
94
World Investment Advisors
California
$46.9M 403,909 -24,674 -6%
NSIM
95
North Star Investment Management
Illinois
$46.7M 504,319 -25,798 -5%
1IA
96
1834 Investment Advisors
Wisconsin
$46.3M 499,971 -11,064 -2%
PA
97
Probity Advisors
Texas
$46.1M 497,693 +8,536 +2%
Creative Planning
98
Creative Planning
Kansas
$45.4M 490,439 +2,437 +0.5%
WWG
99
West Wealth Group
California
$45M 486,128 +56,712 +13%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$44.2M 477,435 -5,406 -1%
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4
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