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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 %
TSS
1476
Two Sigma Securities
New York
$209K 2,261 +2,261 New
Chevy Chase Trust
1477
Chevy Chase Trust
Maryland
$209K 2,260 +2,260 New
RHP
1478
Royal Harbor Partners
Texas
$208K 2,253 +2,253 New
VCM
1479
Vivaldi Capital Management
Illinois
$208K 2,245 +2,245 New
CCMG
1480
Clark Capital Management Group
Pennsylvania
$207K 2,240 +2,240 New
BIP
1481
Blue Investment Partners
California
$206K 2,229 +2,229 New
SWG
1482
Summit Wealth Group
Vermont
$206K 2,223 +2,223 New
SW
1483
SMART Wealth
Nebraska
$206K 2,221 +2,221 New
AHIA
1484
Andrew Hill Investment Advisors
Florida
$203K 2,197 +2,197 New
VCS
1485
Vaughan & Co Securities
New Jersey
$202K 2,188 +2,188 New
SPWG
1486
Sage Private Wealth Group
Illinois
$202K 2,186 -4,884 -69%
FBT
1487
First Bank & Trust
South Dakota
$202K 2,184 +2,184 New
OPCM
1488
Osborne Partners Capital Management
California
$200K 2,166 -319 -13%
CTFG
1489
Capstone Triton Financial Group
Oklahoma
$200K 2,165 +2,165 New
MFG
1490
Menard Financial Group
Texas
$200K 2,163 +2,163 New
CWM
1491
Compass Wealth Management
Connecticut
$200K 2,158 – –
GAG
1492
Goodman Advisory Group
Massachusetts
$198K 2,143 – –
WTA
1493
Washington Trust Advisors
Massachusetts
$198K 2,142 -40 -2%
CPG
1494
Cornerstone Planning Group
New Jersey
$195K 2,305 +167 +8%
RIA
1495
Realta Investment Advisors
Delaware
$195K 2,111 -49 -2%
CT
1496
Clearstead Trust
Maine
$190K 2,053 – –
GA
1497
GoalVest Advisory
New York
$189K 2,044 +700 +52%
BL
1498
BFSG LLC
California
$187K 2,022 -34 -2%
IGWM
1499
ICA Group Wealth Management
Colorado
$176K 1,905 -4,934 -72%
ZB
1500
Zions Bancorporation
Utah
$175K 1,894 +1,894 New
58 59
60
61 62