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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 %
PIWA
1676
Prevail Innovative Wealth Advisors
Kansas
– – -4,783 Closed
CIC
1677
Chilton Investment Company
Connecticut
– – -4,513 Closed
KIA
1678
KCM Investment Advisors
California
– – -4,475 Closed
PPP
1679
Private Portfolio Partners
New Jersey
– – -4,430 Closed
SL
1680
Summitry LLC
California
– – -4,000 Closed
ARC
1681
Advisor Resource Council
Texas
– – -3,790 Closed
LLWM
1682
Life Line Wealth Management
California
– – -3,629 Closed
WCM
1683
Weaver Capital Management
Georgia
– – -3,608 Closed
CP
1684
Coho Partners
Pennsylvania
– – -3,530 Closed
BMM
1685
Berkshire Money Management
Massachusetts
– – -3,267 Closed
DWP
1686
Destiny Wealth Partners
Florida
– – -3,010 Closed
NC
1687
NewSquare Capital
Pennsylvania
– – -2,999 Closed
RP
1688
Riverwater Partners
Wisconsin
– – -2,750 Closed
OWM
1689
Orgel Wealth Management
Wisconsin
– – -2,723 Closed
LFS
1690
Legacy Financial Strategies
Kansas
– – -2,596 Closed
PCM
1691
Palouse Capital Management
Washington
– – -2,480 Closed
FFA
1692
Fragasso Financial Advisors
Pennsylvania
– – -2,414 Closed
BSSFA
1693
Baron Silver Stevens Financial Advisors
Florida
– – -2,370 Closed
NIC
1694
Northwest Investment Counselors
Oregon
– – -1,524 Closed
CWA
1695
Core Wealth Advisors
Florida
– – -1,230 Closed
CBT
1696
CoreFirst Bank & Trust
Kansas
– – -956 Closed
FFWA
1697
FRG Family Wealth Advisors
Washington
– – -800 Closed
First Manhattan
1698
First Manhattan
New York
– – -540 Closed
IWMA
1699
Ironwood Wealth Management (Arizona)
Arizona
– – -403 Closed
WAG
1700
Wiser Advisor Group
Arizona
– – -334 Closed
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