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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 %
Marshall Wace
1651
Marshall Wace
United Kingdom
– – -62,536 Closed
LNC
1652
Lincoln National Corp
Pennsylvania
– – -51,637 Closed
NL
1653
NWAM LLC
Washington
– – -51,456 Closed
CA
1654
CoreCap Advisors
Michigan
– – -38,654 Closed
SAW
1655
Signal Advisors Wealth
Michigan
– – -34,483 Closed
JGC
1656
J. Goldman & Co
New York
– – -31,606 Closed
CB
1657
Cadence Bank
Mississippi
– – -28,506 Closed
BFAG
1658
Blackston Financial Advisory Group
Florida
– – -21,328 Closed
WC
1659
Wexford Capital
Florida
– – -20,890 Closed
PJWM
1660
Philip James Wealth Mangement
Georgia
– – -18,139 Closed
DFG
1661
Delta Financial Group
New Jersey
– – -12,680 Closed
MHS
1662
M Holdings Securities
Oregon
– – -12,328 Closed
Renaissance Technologies
1663
Renaissance Technologies
New York
– – -11,800 Closed
B
1664
Barings
North Carolina
– – -10,483 Closed
AIA
1665
Alternative Investment Advisors
Florida
– – -9,969 Closed
SFMG
1666
Sage Financial Management Group
Virginia
– – -9,629 Closed
KPWG
1667
KFA Private Wealth Group
Virginia
– – -9,437 Closed
MWM
1668
Meridian Wealth Management
Kentucky
– – -8,703 Closed
SPP
1669
Single Point Partners
Massachusetts
– – -8,410 Closed
NSB
1670
Norway Savings Bank
Maine
– – -8,260 Closed
CBFP
1671
Cedar Brook Financial Partners
Ohio
– – -7,011 Closed
KFGK
1672
Keystone Financial Group (Kentucky)
Kentucky
– – -6,019 Closed
CAM
1673
Crestone Asset Management
Colorado
– – -5,938 Closed
BTWM
1674
Baker Tilly Wealth Management
Wisconsin
– – -5,781 Closed
OWA
1675
Octavia Wealth Advisors
Ohio
– – -5,284 Closed
65 66
67
68 69