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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 %
MWA
1626
MFA Wealth Advisors
Pennsylvania
$11.4K 123 +123 New
VAG
1627
VisionPoint Advisory Group
Texas
$10.2K 110 -461 -81%
FNWA
1628
Financial Network Wealth Advisors
Utah
$9.44K 102 +102 New
Twin Tree Management
1629
Twin Tree Management
Texas
$8.79K 95 +95 New
JWM
1630
Janiczek Wealth Management
Colorado
$8.14K 88 – –
FGAM
1631
Financial Gravity Asset Management
Texas
$7.5K 81 +81 New
CJ
1632
Caitlin John
Michigan
$7.13K 77 – –
RWPA
1633
Richard W. Paul & Associates
Michigan
$7.03K 76 – –
CJH
1634
Christopher J. Hasenberg
Wisconsin
$6.76K 73 – –
FIA
1635
FPC Investment Advisory
California
$5.79K 62 +62 New
ETS
1636
ESL Trust Services
New York
$5.74K 62 – –
RFA
1637
Register Financial Advisors
Georgia
$4.91K 53 – –
WB
1638
Webster Bank
Connecticut
$4.53K 49 – –
HR
1639
Howe & Rusling
New York
$4.04K 44 – –
TIM
1640
Thompson Investment Management
Wisconsin
$3.61K 39 – –
DFA
1641
DHJJ Financial Advisors
Illinois
$2.59K 28 – –
PAG
1642
Paladin Advisory Group
Iowa
$1.96K 21 +1 +5%
MRCM
1643
M&R Capital Management
New Jersey
$1.39K 15 – –
AIM
1644
Arcadia Investment Management
Michigan
$926 10 – –
IHWM
1645
Iron Horse Wealth Management
Iowa
$924 10 +1 +11%
Allspring Global Investments
1646
Allspring Global Investments
North Carolina
$685 7 +7 New
HCP
1647
Hexagon Capital Partners
Arkansas
$93 1 -104 -99%
CTB
1648
Country Trust Bank
Illinois
$93 1 +1 New
SIAS
1649
Summit Investment Advisory Services
Minnesota
– – -88,575 Closed
TFG
1650
Tilson Financial Group
New Jersey
– – -84,316 Closed
64 65
66
67 68