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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.54B 49,022,359 +15,673,824 +47%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.41B 47,661,628 +1,001,613 +2%
Morgan Stanley
3
Morgan Stanley
New York
$3.08B 33,331,488 +1,960,968 +6%
Bank of America
4
Bank of America
North Carolina
$1.77B 19,127,754 +1,319,391 +7%
Wells Fargo
5
Wells Fargo
California
$1.44B 15,525,706 +396,320 +3%
LPL Financial
6
LPL Financial
California
$1.43B 15,426,906 +4,015,007 +35%
Goldman Sachs
7
Goldman Sachs
New York
$868M 9,383,428 -267,597 -3%
UBS Group
8
UBS Group
Switzerland
$857M 9,259,576 -48,004 -0.5%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$737M 7,964,633 -4,736,632 -37%
Stifel Financial
10
Stifel Financial
Missouri
$690M 7,452,843 +166,138 +2%
Ameriprise
11
Ameriprise
Minnesota
$681M 7,363,062 +467,356 +7%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$590M 6,371,552 +2,404,544 +61%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$556M 6,010,873 +1,591,661 +36%
BlackRock
14
BlackRock
New York
$518M 5,593,423 +156,344 +3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$481M 5,195,062 +65,735 +1%
M&T Bank
16
M&T Bank
New York
$446M 4,819,691 -234,658 -5%
PAS
17
Park Avenue Securities
New York
$393M 4,243,838 +1,593,875 +60%
Fidelity International
18
Fidelity International
Bermuda
$380M 4,106,586 +1,551,514 +61%
US Bancorp
19
US Bancorp
Minnesota
$355M 3,836,358 +235,965 +7%
Mariner
20
Mariner
Kansas
$350M 3,787,254 +44,589 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$315M 3,403,441 +453,422 +15%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$309M 3,341,967 +334,341 +11%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$307M 3,320,633 +775,318 +30%
MML Investors Services
24
MML Investors Services
Massachusetts
$284M 3,071,574 +954,636 +45%
RFC
25
Regions Financial Corp
Alabama
$275M 2,966,989 -54,320 -2%
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