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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 %
AIP
151
Ameritas Investment Partners
Nebraska
$25.8M 278,909 -46,434 -14%
MC
152
McMorgan & Co
California
$25.2M 272,789 +79,075 +41%
BRWA
153
B. Riley Wealth Advisors
Florida
$25.2M 272,073 +133,108 +96%
Asset Management One
154
Asset Management One
Japan
$25.1M 271,600 +87,400 +47%
BEC
155
Blue Edge Capital
Virginia
$24.8M 268,184 -5,829 -2%
DSA
156
Droms Strauss Advisors
Missouri
$24.6M 266,247 -9,372 -3%
KL
157
KWMG LLC
Kansas
$24.6M 265,711 -9,122 -3%
SC
158
Saiph Capital
New Jersey
$24.4M 263,287 +592 +0.2%
Corient Private Wealth
159
Corient Private Wealth
Florida
$24.3M 261,793 -2,532 -1%
WA
160
Wealth Alliance
New York
$24M 259,863 +79,975 +44%
DA
161
Detalus Advisors
Missouri
$23.9M 258,097 +54,094 +27%
CFA
162
Cahill Financial Advisors
Minnesota
$23.8M 256,647 +3,007 +1%
SFI
163
SPC Financial Inc
Maryland
$23.6M 254,797 -2,128 -0.8%
PIA
164
Powell Investment Advisors
Florida
$23.1M 249,997 -704 -0.3%
HF
165
Halpern Financial
Virginia
$23M 248,484 -1,920 -0.8%
BPA
166
Beacon Pointe Advisors
California
$22.9M 247,345 +15,783 +7%
GIA
167
GHP Investment Advisors
Colorado
$22.9M 246,972 -4,964 -2%
JWCA
168
J.W. Cole Advisors
Florida
$22.8M 246,866 -1,734 -0.7%
SWP
169
ShoreHaven Wealth Partners
New Jersey
$22.7M 245,349 +11,977 +5%
OWA
170
One Wealth Advisors
California
$22.3M 253,516 +96,518 +61%
FAIM
171
Financial Advocates Investment Management
Washington
$22.2M 239,847 +56,205 +31%
CAM
172
Cresset Asset Management
Illinois
$22.1M 239,321 +19,603 +9%
Cerity Partners
173
Cerity Partners
New York
$22M 237,334 -30,584 -11%
PWA
174
Physician Wealth Advisors
Utah
$21.6M 225,237 +89,885 +66%
BCM
175
Brookstone Capital Management
Illinois
$21.3M 227,773 +58,630 +35%
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