IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,845 hedge funds and large institutions have $45.1B invested in iShares S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 568 increasing their positions, 687 reducing their positions, and 58 closing their positions.

Holders
1,845
Holders Change
+157
Holders Change %
+9.3%
% of All Funds
24.57%
Holding in Top 10
209
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.97%
% of All Funds
2.78%
New
251
Increased
568
Reduced
687
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$457M
2
Fidelity International
2
Fidelity International
Bermuda
$309M
3
LPL Financial
3
LPL Financial
California
$1.82B
4
Lido Advisors
4
Lido Advisors
California
$318M
5
Wells Fargo
5
Wells Fargo
California
$1.69B

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$598M
2
US Bancorp
2
US Bancorp
Minnesota
$168M
3
IAIM
3
International Assets Investment Management
Florida
$1.9M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.64B
Name Market Value Shares Shares
Change 		Shares
Change %
VPP
326
Vertex Planning Partners
Illinois
$10.6M 104,255 -2,290 -2%
FFBTD
327
First Financial Bank - Trust Division
Ohio
$10.5M 103,141 +2,204 +2%
BWM
328
BKM Wealth Management
Wisconsin
$10.3M 101,621 -2,007 -2%
KWM
329
KFG Wealth Management
Indiana
$10.3M 101,570 -11,840 -10%
SGWM
330
Sterling Group Wealth Management
California
$10.3M 101,163 -1,423 -1%
MSAM
331
Moloney Securities Asset Management
Missouri
$10.2M 100,907 +18,815 +23%
SA
332
Sovran Advisors
California
$10.1M 100,951 +100,951 New
EWM
333
EPG Wealth Management
Georgia
$9.96M 98,121 -9,579 -9%
PBO
334
Peoples Bank (Ohio)
Ohio
$9.91M 97,637 -727 -0.7%
SWMP
335
Signature Wealth Management Partners
New Jersey
$9.9M 97,538 +2,051 +2%
TIAA Trust, National Association
336
TIAA Trust, National Association
North Carolina
$9.75M 96,067 -4,614 -5%
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$9.73M 94,845 -2,011 -2%
HFW
338
Horizon Family Wealth
Illinois
$9.7M 95,582 +1,719 +2%
SQA
339
Simon Quick Advisors
New Jersey
$9.66M 95,170 -793 -0.8%
SWM
340
SigFig Wealth Management
California
$9.65M 94,226 -4,533 -5%
WFA
341
Wellspring Financial Advisors
Ohio
$9.63M 94,817 -1,108 -1%
FP
342
Financial Perspectives
Minnesota
$9.49M 93,451 +185 +0.2%
BAM
343
Belpointe Asset Management
Nevada
$9.45M 101,351 +545 +0.5%
GWM
344
Geneos Wealth Management
Colorado
$9.41M 92,695 +227 +0.2%
CCM
345
Coldstream Capital Management
Washington
$9.41M 92,666 -1,842 -2%
HWM
346
Hobbs Wealth Management
Indiana
$9.25M 91,109 +91,109 New
GWAM
347
Guardian Wealth Advisors (Minnesota)
Minnesota
$9.14M 90,057 -34,371 -28%
ACA
348
Ascension Capital Advisors
Texas
$9.12M 89,835 +406 +0.5%
BNP Paribas Financial Markets
349
BNP Paribas Financial Markets
France
$9.09M 89,527 -72,791 -45%
ABC
350
Associated Banc-Corp
Wisconsin
$9.06M 89,261 +4,109 +5%
12 13
14
15 16