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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 %
GRP
176
Global Retirement Partners
California
$21.2M 228,771 +87,730 +62%
ASN
177
Advisory Services Network
Georgia
$21.1M 227,718 +36,457 +19%
KFS
178
Kelly Financial Services
Massachusetts
$21.1M 227,562 +83,513 +58%
WWM
179
Western Wealth Management
Colorado
$21M 226,653 -3,110 -1%
MMA
180
Miracle Mile Advisors
California
$20.9M 225,642 +3,531 +2%
SEI Investments
181
SEI Investments
Pennsylvania
$20.7M 223,637 -13,177 -6%
KFSC
182
Keystone Financial Services (Colorado)
Colorado
$20.7M 223,554 +115,196 +106%
LWM
183
Liberty Wealth Management
California
$20.4M 922,675 +856,859 +1,302%
PP
184
Prudential plc
United Kingdom
$19.9M 215,100 +215,100 New
MPW
185
MA Private Wealth
California
$19.6M 211,790 +30,545 +17%
AAS
186
Ameritas Advisory Services
Nebraska
$19.4M 209,282 -8,787 -4%
IFS
187
Ifrah Financial Services
Arkansas
$19.3M 208,441 -3,257 -2%
TW
188
Transform Wealth
Colorado
$19M 205,638 -6,612 -3%
CIAS
189
CFS Investment Advisory Services
New Jersey
$18.9M 204,247 +204,247 New
AWM
190
Avior Wealth Management
Nebraska
$18.7M 202,478 +4,800 +2%
UB
191
UMB Bank
Missouri
$18.7M 201,547 -11,479 -5%
ISWM
192
Independent Solutions Wealth Management
New York
$18.5M 200,076 +932 +0.5%
GIA
193
Gladstone Institutional Advisory
Florida
$18.3M 198,190 +4,830 +2%
SWM
194
Spire Wealth Management
Virginia
$18.2M 197,034 -28,522 -13%
FFA
195
Farther Finance Advisors
California
$18.2M 195,430 +88,754 +83%
FWP
196
FAS Wealth Partners
Kansas
$18.2M 196,429 -5,450 -3%
AFC
197
Adaptive Financial Consulting
Ohio
$18.1M 195,869 +2,383 +1%
FHA
198
First Horizon Advisors
Tennessee
$18.1M 195,463 +61,105 +45%
OAP
199
One Advisory Partners
Kansas
$17.9M 193,683 +76,490 +65%
CFB
200
Cullen/Frost Bankers
Texas
$17.9M 193,617 +4,032 +2%
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