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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 %
BCM
1401
Becker Capital Management
Oregon
$247K – – –
UAS
1402
United Asset Strategies
New York
$247K – – –
SMC
1403
Smith, Moore & Co
Missouri
$247K – – –
RIM
1404
Rockbridge Investment Management
New York
$246K -$14.9K -161 -6%
PSA
1405
Plum Street Advisors
Louisiana
$245K – – –
VPWA
1406
Vestia Personal Wealth Advisors
Indiana
$245K +$245K +2,651 New
DFC
1407
DB Fitzpatrick & Co
Idaho
$245K -$200K -2,166 -45%
WPP
1408
Whalerock Point Partners
Rhode Island
$245K – – –
GCA
1409
Genesee Capital Advisors
New York
$245K -$2.22K -24 -0.9%
APW
1410
Atlantic Private Wealth
North Carolina
$243K +$185 +2 +0.1%
GA
1411
Gordian Advisors
Arizona
$242K – – –
CCM
1412
Crew Capital Management
Ohio
$241K – – –
LNB
1413
Ledyard National Bank
$241K -$78K -843 -24%
RFG
1414
REAP Financial Group
Texas
$240K +$35.9K +388 +18%
CIBC World Market
1415
CIBC World Market
Ontario, Canada
$240K – – –
TAM
1416
TCP Asset Management
Ohio
$240K -$32.5K -351 -12%
ACM
1417
Allred Capital Management
Texas
$240K +$12.8K +138 +6%
BWM
1418
BlackDiamond Wealth Management
New York
$239K +$239K +2,739 New
WQ
1419
Wealth Quarterback
New Jersey
$238K +$238K +2,573 New
SPWM
1420
Schrum Private Wealth Management
Florida
$237K – – –
Wolverine Trading
1421
Wolverine Trading
Illinois
$236K -$160K -1,733 -40%
PP
1422
Pegasus Partners
Wisconsin
$235K – – –
HI
1423
Human Investing
Oregon
$235K – – –
MAG
1424
M3 Advisory Group
Massachusetts
$235K +$1.11K +12 +0.5%
IPAM
1425
Investment Partners Asset Management
New Jersey
$234K +$1.39K +15 +0.6%
55 56
57
58 59