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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 %
CAI
101
Capital Advisors Inc
Oklahoma
$43.2M 467,239 -8,521 -2%
PAG
102
Private Advisor Group
New Jersey
$41.4M 447,159 +40,816 +10%
CWM
103
Connecticut Wealth Management
Connecticut
$40.8M 440,438 -28,985 -6%
PRS
104
Pinkerton Retirement Specialists
Idaho
$39.6M 427,610 +35,700 +9%
IWA
105
Icon Wealth Advisors
Texas
$39.5M 432,842 +166,600 +63%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$38M 410,536 -69,561 -14%
FHB
107
First Hawaiian Bank
Hawaii
$37.4M 404,127 -125,371 -24%
CW
108
CreativeOne Wealth
Kansas
$36.4M 392,988 +51,163 +15%
I
109
INVST
Indiana
$36M 385,616 +179,491 +87%
QS
110
Quantitative Strategies
California
$35.5M 383,481 +15,675 +4%
FWMM
111
Foundation Wealth Management (Missouri)
Missouri
$35.2M 380,195 -11,614 -3%
GT
112
Greenleaf Trust
Michigan
$34.8M 376,198 -45,171 -11%
EL
113
EWA LLC
Pennsylvania
$34.8M 371,917 +24,414 +7%
Prudential Financial
114
Prudential Financial
New Jersey
$34.3M 370,571 +124,888 +51%
BFPW
115
BOK Financial Private Wealth
Colorado
$34.2M 369,782 -9,743 -3%
ANB
116
Amarillo National Bank
Texas
$34.1M 368,318 -41,221 -10%
FLA
117
Financial Life Advisors
Texas
$33.5M 361,943 -34,025 -9%
CA
118
Clearstead Advisors
Ohio
$33.5M 361,569 +17,108 +5%
EWA
119
Encompass Wealth Advisors
Oregon
$33.4M 361,392 -407 -0.1%
BB
120
Busey Bank
Illinois
$33.3M 360,077 -4,702 -1%
MCM
121
MV Capital Management
Maryland
$32.9M 355,407 -4,381 -1%
LWP
122
LMG Wealth Partners
Louisiana
$32.4M 350,138 +1,744 +0.5%
PSCM
123
Per Stirling Capital Management
Texas
$32.3M 349,241 +2,139 +0.6%
BF
124
BOK Financial
Oklahoma
$31.9M 344,896 -3,358 -1%
SFO
125
Stokes Family Office
Louisiana
$31.8M 343,407 +128,374 +60%
3 4
5
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