IVW icon

iShares S&P 500 Growth ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,646
Holders Change
+59
Holders Change %
+3.72%
% of All Funds
23.94%
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
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
451
NTV Asset Management
West Virginia
$4.78M -$44.8K -484 -0.9%
ONB
452
Old National Bancorp
Indiana
$4.78M
MCCA
453
Mill Creek Capital Advisors
Pennsylvania
$4.78M -$107K -1,158 -2%
TFF
454
The Family Firm
Maryland
$4.77M +$3.42K +37 +0.1%
AWE
455
Avidian Wealth Enterprises
Texas
$4.73M +$1.48M +15,991 +46%
SIA
456
Soltis Investment Advisors
Utah
$4.72M +$423K +4,572 +10%
BCM
457
BTC Capital Management
Iowa
$4.69M
FA
458
Flagstar Advisors
New York
$4.68M +$357K +3,859 +8%
VWM
459
Valley Wealth Managers
New Jersey
$4.65M -$166K -1,796 -3%
NCFG
460
New Century Financial Group
New Jersey
$4.63M +$4.63M +49,989 New
NFG
461
Nations Financial Group
Iowa
$4.61M -$236K -2,548 -5%
AMG
462
Asset Management Group
Connecticut
$4.56M +$3.42K +37 +0.1%
CB
463
Commerce Bank
Missouri
$4.55M -$406K -4,388 -8%
SCM
464
Stordahl Capital Management
Colorado
$4.54M -$255K -2,758 -5%
BJL
465
Brighton Jones LLC
Washington
$4.51M +$44.6K +482 +1%
WA
466
Win Advisors
Florida
$4.49M +$4.49M +48,564 New
KAS
467
KPP Advisory Services
Kentucky
$4.46M -$468K -5,054 -9%
UBG
468
United Bank (Georgia)
Georgia
$4.39M -$150K -1,626 -3%
MWM
469
Mosley Wealth Management
California
$4.35M +$897K +9,689 +26%
PAMG
470
Patton Albertson Miller Group
Tennessee
$4.32M +$2.88M +31,129 +200%
GWP
471
Gateway Wealth Partners
Wisconsin
$4.32M +$1.62M +17,467 +60%
WAG
472
Winthrop Advisory Group
Massachusetts
$4.31M -$122K -1,323 -3%
NCM
473
Next Capital Management
New York
$4.28M
TCA
474
Transcend Capital Advisors
New Jersey
$4.27M +$1.93M +20,877 +83%
USAA
475
United Services Automobile Association
Texas
$4.26M +$1.77M +19,095 +71%