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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 %
GPA
201
Guidance Point Advisors
Massachusetts
$17.8M 192,797 +158 +0.1%
DIP
202
DT Investment Partners
Pennsylvania
$17.8M 192,820 – –
CFGS
203
Concourse Financial Group Securities
Alabama
$17.8M 192,547 +58,813 +44%
AA
204
Axiom Advisory
California
$17.7M 204,866 +201,615 +6,202%
AG
205
Ascent Group
Virginia
$17.4M 187,819 +90,424 +93%
GL
206
Graypoint LLC
New York
$17.2M 185,948 +20,917 +13%
SWP
207
Stratos Wealth Partners
Ohio
$17.1M 185,081 +7,051 +4%
TSW
208
Three Seasons Wealth
Utah
$17M 183,835 +174,793 +1,933%
IA
209
IFP Advisors
Florida
$17M 183,638 +90,668 +98%
SS
210
Sunbelt Securities
Texas
$16.7M 180,786 +217 +0.1%
PFG
211
PAX Financial Group
Texas
$16.6M 179,655 +66,485 +59%
ECM
212
Evergreen Capital Management
Washington
$16.5M 178,766 -1,447 -0.8%
TC
213
TownSquare Capital
Utah
$16.4M 177,704 +51,010 +40%
CAL
214
Capital Analysts LLC
Pennsylvania
$16.3M 176,044 +34,862 +25%
FFN
215
Focus Financial Network
Minnesota
$16M 171,948 +35,678 +26%
CWS
216
Cypress Wealth Services
California
$16M 173,088 +73,355 +74%
IF
217
Ironwood Financial
Arizona
$15.9M 171,474 -280 -0.2%
RSWM
218
Robertson Stephens Wealth Management
California
$15.8M 170,679 +10,702 +7%
SAM
219
Silvercrest Asset Management
New York
$15.7M 170,141 -4,545 -3%
SCA
220
Snowden Capital Advisors
New York
$15.7M 169,845 +138,149 +436%
RA
221
Rodgers & Associates
Pennsylvania
$15.6M 168,649 -10,837 -6%
JWA
222
JFS Wealth Advisors
Pennsylvania
$15.6M 168,449 +37,122 +28%
MFIM
223
Mesirow Financial Investment Management
Illinois
$15.4M 166,130 -522 -0.3%
Legacy Financial Group (Iowa)
224
Legacy Financial Group (Iowa)
Iowa
$15.3M 165,273 +60,939 +58%
BHB
225
Bank Hapoalim BM
Israel
$15.1M 163,000 – –
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