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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 %
Financial Engines Advisors
126
Financial Engines Advisors
California
$30.5M 330,053 -23,186 -7%
WA
127
Waverly Advisors
Alabama
$30.2M 326,275 +295,551 +962%
HFA
128
High Falls Advisors
New York
$30.2M 325,895 +198,562 +156%
SW
129
SteelPeak Wealth
California
$30M 324,159 +134,087 +71%
LF
130
Lee Financial
Texas
$29.9M 322,670 +30,590 +10%
SHIM
131
Stone House Investment Management
Pennsylvania
$29.5M 318,360 +129,692 +69%
CIA
132
Concurrent Investment Advisors
Florida
$29.2M 315,869 +25,290 +9%
TPCW
133
TD Private Client Wealth
New York
$29.1M 314,656 -28,309 -8%
Pathstone Holdings
134
Pathstone Holdings
New Jersey
$28.5M 307,881 +5,632 +2%
CCFM
135
Clear Creek Financial Management
Washington
$28.3M 305,325 +4,947 +2%
PFA
136
Pettinga Financial Advisors
Indiana
$28.1M 303,441 +80,459 +36%
SHJ
137
Sharkey, Howes & Javer
Colorado
$27.9M 301,870 +296,782 +5,833%
MFG
138
Merit Financial Group
Georgia
$27.9M 301,834 +92,422 +44%
Citigroup
139
Citigroup
New York
$27.9M 301,626 -24,310 -7%
SFS
140
Security Financial Services
Indiana
$27.8M 300,245 +109,055 +57%
FMWA
141
Forvis Mazars Wealth Advisors
Missouri
$27.5M 297,511 -8,085 -3%
PS
142
Principal Securities
Iowa
$27.5M 296,700 +9,802 +3%
OPS
143
Orion Portfolio Solutions
Nebraska
$27.4M 296,247 +129,462 +78%
BCI
144
Brinker Capital Investments
Pennsylvania
$27.4M 296,247 +129,462 +78%
HGWM
145
Horst & Graben Wealth Management
Oregon
$27.1M 292,727 +113,653 +63%
SVCP
146
Silicon Valley Capital Partners
California
$26.8M 289,112 -4,615 -2%
PSP
147
Principal Street Partners
Tennessee
$26.7M 288,723 +11,153 +4%
FMC
148
First Merchants Corp
Indiana
$26.7M 288,504 -26,198 -8%
SIC
149
Sterling Investment Counsel
New York
$26.7M 288,423 -20,522 -7%
CAG
150
Csenge Advisory Group
Florida
$26.6M 287,611 +13,738 +5%
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