IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,688 hedge funds and large institutions have $39.2B invested in iShares S&P 500 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 545 increasing their positions, 686 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,688
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.42%
Holding in Top 10
185
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.6%
% of All Funds
2.68%
New
113
Increased
545
Reduced
686
Closed
51
Calls
$33.7M
Puts
$42.9M
Net Calls
-$9.2M
Net Calls Change
-$17.4M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.5M
2
Ameriprise
Ameriprise
Minnesota
$746M
3
PA
Parallel Advisors
California
$39.8M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$794M
5
SA
Sanctuary Advisors
Indiana
$141M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$18.8M
2
Fidelity International
Fidelity International
Bermuda
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.22B
4
Goldman Sachs
Goldman Sachs
New York
$617M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
401
Quadrant Private Wealth Management
Pennsylvania
$6.27M +$9.1K +95 +0.1%
RJT
402
Raymond James Trust
Florida
$6.22M +$250K +2,613 +4%
CWAG
403
Compton Wealth Advisory Group
Virginia
$6.22M – – –
BFG
404
Bleakley Financial Group
New Jersey
$6.19M -$9K -94 -0.1%
MYIA
405
Mount Yale Investment Advisors
Colorado
$6.17M -$550K -5,744 -8%
CWM
406
Centurion Wealth Management
Virginia
$6.15M +$6.15M +64,234 New
LBC
407
Lowe Brockenbrough & Co
Virginia
$6.13M +$1.91M +19,989 +45%
CWM
408
Cahaba Wealth Management
Georgia
$6.13M -$499K -5,214 -8%
SVWG
409
Shared Vision Wealth Group
United States
$6.09M -$394K -4,115 -6%
Susquehanna International Group
410
Susquehanna International Group
Pennsylvania
$6.05M -$2.61M -27,231 -30%
CWM
411
Cranbrook Wealth Management
Michigan
$6.01M -$35.7K -373 -0.6%
TWP
412
Triad Wealth Partners
Kansas
$5.96M +$5.9M +61,596 +9,951%
SB
413
Strategic Blueprint
Georgia
$5.95M -$228K -2,386 -4%
QCM
414
Quantinno Capital Management
New York
$5.93M +$822K +8,582 +16%
MI
415
Moneywise Inc
Virginia
$5.9M +$1.95M +20,319 +49%
RA
416
RFG Advisory
Alabama
$5.89M -$168K -1,756 -3%
GF
417
Gimbal Financial
Indiana
$5.83M -$2.21M -22,803 -28%
CFG
418
Cosner Financial Group
Colorado
$5.81M -$22.4K -234 -0.4%
GT
419
Glenmede Trust
Pennsylvania
$5.81M -$21.5K -225 -0.4%
TFA
420
Tobias Financial Advisors
Florida
$5.78M -$201K -2,094 -3%
PWA
421
Peterson Wealth Advisors
Utah
$5.75M -$180K -1,878 -3%
BWS
422
Buck Wealth Strategies
Colorado
$5.73M -$262K -2,737 -4%
PIMG
423
Patriot Investment Management Group
Tennessee
$5.73M -$22.1K -231 -0.4%
HWA
424
Heritage Wealth Advisors
Virginia
$5.72M -$2.87K -30 -0.1%
DAS
425
Diversify Advisory Services
Utah
$5.7M -$798K -8,144 -12%
15 16
17
18 19