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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 %
ITIM
1526
Indiana Trust & Investment Management
Indiana
$119K 1,282 – –
IIL
1527
Insight Inv LLC
California
$118K 1,280 – –
AA
1528
AlphaMark Advisors
Kentucky
$118K 1,277 +25 +2%
CC
1529
Cultivar Capital
Texas
$116K 1,250 +1,250 New
WBC
1530
West Branch Capital
Massachusetts
$115K 1,243 +1 +0.1%
HGA
1531
Hobbs Group Advisors
South Carolina
$103K 1,116 +1,116 New
MIA
1532
Milestone Investment Advisors
Wisconsin
$99.6K 1,076 – –
Optiver Holding
1533
Optiver Holding
Netherlands
$98.4K 1,064 +1,064 New
SWM
1534
Sugarloaf Wealth Management
Georgia
$97.3K 1,052 +144 +16%
Amundi
1535
Amundi
France
$96.5K 1,043 -46 -4%
CP
1536
Castleview Partners
Texas
$95.3K 1,030 – –
POIA
1537
Pin Oak Investment Advisors
Texas
$95K 1,029 – –
AIM
1538
Anchor Investment Management
South Carolina
$93.2K 1,007 – –
S
1539
Syntrinsic
Colorado
$91K 983 +1 +0.1%
CB
1540
Chris Bulman
California
$89.5K 967 +967 New
TAM
1541
Tucker Asset Management
Colorado
$89.4K 966 -111 -10%
TAM
1542
Townsend Asset Management
North Carolina
$87.9K 950 – –
M
1543
MOTCO
Texas
$85.1K 920 – –
AWM
1544
Abound Wealth Management
Tennessee
$81.5K 881 +1 +0.1%
GWANC
1545
Guardian Wealth Advisors (North Carolina)
North Carolina
$81.2K 877 – –
SC
1546
SouthState Corp
Florida
$81K 875 -102 -10%
BA
1547
Ballast Advisors
Minnesota
$80K 864 -165 -16%
AIA
1548
Armor Investment Advisors
North Carolina
$78.8K 852 +26 +3%
RA
1549
Rise Advisors
New York
$75.5K 816 +1 +0.1%
CFFP
1550
Center for Financial Planning
Michigan
$75.3K 814 – –
60 61
62
63 64