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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
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 Market Value Shares Shares
Change 		Shares
Change %
FFA
1501
Founders Financial Alliance
North Carolina
$173K 1,865 – –
TH
1502
TCTC Holdings
Texas
$170K 1,832 – –
CAS
1503
Coppell Advisory Solutions
Texas
$169K 1,828 +1,828 New
BCCM
1504
Black Cypress Capital Management
Florida
$168K 1,813 +1 +0.1%
SIS
1505
Strategic Investment Solutions
Illinois
$165K 1,805 +1,805 New
TSMHT
1506
Thurston Springer Miller Herd & Titak
Indiana
$161K 1,744 +1,744 New
PAI
1507
Pittenger & Anderson Inc
Nebraska
$161K 1,735 – –
CCA
1508
Criterion Capital Advisors
Tennessee
$160K 1,726 +1,726 New
LWA
1509
Lowe Wealth Advisors
Maryland
$153K 1,648 – –
ADL
1510
Asset Dedication LLC
California
$152K 1,645 – –
EWM
1511
Evermay Wealth Management
Virginia
$151K 1,631 – –
CPA
1512
Cardiff Park Advisors
California
$150K 1,620 – –
NS
1513
NBC Securities
Alabama
$145K 1,573 – –
AA
1514
Addison Advisors
Vermont
$142K 1,536 – –
FPB
1515
First PREMIER Bank
South Dakota
$142K 1,530 – –
BSB
1516
Bangor Savings Bank
Maine
$140K 1,509 -21 -1%
RFG
1517
RFP Financial Group
Georgia
$139K 1,500 – –
TCM
1518
Tradewinds Capital Management
Washington
$131K 1,419 +1,419 New
FCMT
1519
Founders Capital Management (Texas)
Texas
$129K 1,389 – –
OWA
1520
Opal Wealth Advisors
New York
$124K 1,339 +1,339 New
CSWG
1521
Cardinal Strategic Wealth Guidance
Kentucky
$123K 1,326 – –
BL
1522
Balentine LLC
Georgia
$122K 1,322 – –
MPWT
1523
MassMutual Private Wealth & Trust
Connecticut
$122K 1,320 +120 +10%
RTL
1524
Red Tortoise LLC
Georgia
$122K 1,316 +1 +0.1%
JFG
1525
JDM Financial Group
Texas
$120K 1,300 – –
59 60
61
62 63