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

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$18.8M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.22B
4
Goldman Sachs
4
Goldman Sachs
New York
$617M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
NAG
426
Northstar Advisory Group
New Jersey
$5.61M -$476K -4,971 -8%
GCM
427
Gallacher Capital Management
Colorado
$5.6M +$575 +6 +0%
FRA
428
FFG Retirement Advisors
Colorado
$5.59M +$1.67M +17,479 +43%
CRC
429
Curi RMB Capital
Illinois
$5.59M -$33.2K -347 -0.6%
LWP
430
Laurel Wealth Planning
Minnesota
$5.58M -$68K -710 -1%
QWP
431
Quotient Wealth Partners
Texas
$5.55M +$293K +3,058 +6%
CIAS
432
Capital Investment Advisory Services
North Carolina
$5.52M +$29K +303 +0.5%
HPM
433
Hoxton Planning & Management
West Virginia
$5.51M -$236K -2,467 -4%
NL
434
NWAM LLC
Washington
$5.48M +$5.48M +57,242 New
DWT
435
Dorsey & Whitney Trust
South Dakota
$5.42M -$110K -1,145 -2%
DBIA
436
Dumont & Blake Investment Advisors
New Jersey
$5.42M -$5.56M -58,052 -51%
RWRC
437
R.W. Roge & Company
New York
$5.42M -$206K -2,154 -4%
PA
438
PFG Advisors
Arizona
$5.41M +$2M +20,853 +58%
NCM
439
Narwhal Capital Management
Georgia
$5.36M – – –
SIA
440
Soltis Investment Advisors
Utah
$5.35M +$467K +4,873 +10%
MWM
441
Mosley Wealth Management
California
$5.33M +$730K +7,454 +16%
EDRIA
442
Edmonds Duncan Registered Investment Advisors
Kansas
$5.31M +$121K +1,266 +2%
SFS
443
Sharp Financial Services
Pennsylvania
$5.27M +$309K +3,227 +6%
FCC
444
Florin Court Capital
United Kingdom
$5.27M -$8.25M -86,200 -61%
NA
445
Nottingham Advisors
New York
$5.26M -$38.6K -403 -0.7%
IP
446
Investment Partners
Ohio
$5.25M +$9.67K +101 +0.2%
JHCP
447
Jackson Hole Capital Partners
Oklahoma
$5.23M -$139K -1,455 -3%
PAMG
448
Patton Albertson Miller Group
Tennessee
$5.2M +$727K +7,590 +16%
CI
449
Conning Inc
Connecticut
$5.19M -$2.35M -24,492 -31%
MCCA
450
Mill Creek Capital Advisors
Pennsylvania
$5.19M +$244K +2,551 +5%
16 17
18
19 20