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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,646
Holders Change
+59
Holders Change %
+3.72%
% of All Funds
23.94%
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
HNB
2
Huntington National Bank
Ohio
$236M
3
SL
3
Salomon & Ludwin
Virginia
$77.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$868M
5
M&T Bank
5
M&T Bank
New York
$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
1351
Covenant Partners
Tennessee
$288K -$37.2K -402 -11%
TCB
1352
Texas Capital Bancshares
Texas
$287K – – –
MKC
1353
M. Kraus & Co
Vermont
$287K – – –
BTIM
1354
BancFirst Trust & Investment Management
Oklahoma
$287K +$287K +3,076 New
CWM
1355
Core Wealth Management
Florida
$287K – – –
FTDI
1356
First Trust Direct Indexing
Massachusetts
$287K +$287K +3,098 New
QT
1357
Quantbot Technologies
New York
$283K +$283K +3,062 New
TA
1358
TPG Advisors
Illinois
$282K +$282K +3,044 New
STA
1359
Summit Trail Advisors
New York
$281K +$281K +3,036 New
MI
1360
Motiv8 Investments
Florida
$280K – – –
OBWG
1361
Onyx Bridge Wealth Group
New York
$280K -$5.83K -63 -2%
FAT
1362
First American Trust
California
$280K – – –
RCG
1363
Regatta Capital Group
California
$279K – – –
D
1364
Diversified
Delaware
$279K +$11.4K +123 +4%
SC
1365
Steph & Co
Wisconsin
$278K – – –
CWM
1366
Chesapeake Wealth Management
Virginia
$278K -$13.9K -150 -5%
VDI
1367
Vaughan David Investments
Illinois
$278K -$51K -551 -15%
1W
1368
1776 Wealth
Georgia
$278K – – –
RFN
1369
RDA Financial Network
Iowa
$277K -$96.1K -1,038 -26%
SWM
1370
Shelton Wealth Management
Texas
$277K -$12.8K -138 -4%
DIM
1371
Delta Investment Management
California
$276K +$93 +1 +0%
BA
1372
Bluesphere Advisors
Pennsylvania
$274K +$1.39K +15 +0.5%
QC
1373
Quent Capital
New York
$273K +$93 +1 +0%
CCG
1374
Cypress Capital Group
Florida
$271K – – –
SRWM
1375
Shira Ridge Wealth Management
California
$271K +$271K +2,927 New
53 54
55
56 57