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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 %
RMC
1451
Resources Management Corp
Connecticut
$223K – – –
GGS
1452
Galvin Gaustad & Stein
Arizona
$223K -$4.63K -50 -2%
LMKC
1453
L.M. Kohn & Company
Ohio
$222K -$50.7K -548 -19%
PCM
1454
Parsons Capital Management
Rhode Island
$222K -$14.8K -160 -6%
SWIG
1455
Strategic Wealth Investment Group
Kentucky
$221K +$221K +2,376 New
FSC
1456
Full Sail Capital
Oklahoma
$221K – – –
WHCI
1457
W.H. Cornerstone Investments
Massachusetts
$221K -$92K -993 -29%
MCM
1458
Maple Capital Management
Vermont
$220K +$220K +2,381 New
VAMG
1459
Voisard Asset Management Group
Michigan
$220K – – –
WC
1460
Waterloo Capital
Texas
$220K +$220K +2,376 New
CASB
1461
Cape Ann Savings Bank
Massachusetts
$220K – – –
PCM
1462
Perritt Capital Management
Illinois
$219K +$185 +2 +0.1%
BWM
1463
Buska Wealth Management
Wisconsin
$219K +$219K +2,363 New
AIP
1464
ARS Investment Partners
New York
$218K +$218K +2,360 New
AGA
1465
Arkos Global Advisors
Texas
$217K +$217K +2,340 New
PPW
1466
Presilium Private Wealth
Pennsylvania
$217K +$217K +2,344 New
CT
1467
Colonial Trust
South Carolina
$217K – – –
HWP
1468
Hibernia Wealth Partners
Louisiana
$216K +$216K +2,333 New
BWM
1469
BCGM Wealth Management
Indiana
$216K +$216K +2,329 New
MHWM
1470
Montz Harcus Wealth Management
Louisiana
$214K +$214K +2,317 New
JF
1471
JSF Financial
California
$213K -$6.57K -71 -3%
PIS
1472
POM Investment Strategies
North Carolina
$213K – – –
TC
1473
Truvestments Capital
Florida
$212K -$17.2K -186 -8%
RCA
1474
Resonant Capital Advisors
Wisconsin
$210K +$210K +2,270 New
VWWMG
1475
Vermillion & White Wealth Management Group
Pennsylvania
$209K +$24.2K +261 +13%
57 58
59
60 61