IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,689 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
1,689
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.43%
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
+$40.8M
3
PA
Parallel Advisors
California
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$35M
5
SA
Sanctuary Advisors
Indiana
+$32.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$3.29B
2
Fidelity International
Fidelity International
Bermuda
-$380M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$340M
4
Goldman Sachs
Goldman Sachs
New York
-$282M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
626
Pathway Financial Advisors
Vermont
$2.57M -$32.1K -335 -1%
CG
627
Corundum Group
Colorado
$2.56M – – –
FWTB
628
First Western Trust Bank
Colorado
$2.56M -$29.8K -311 -1%
KWM
629
Kingsview Wealth Management
Oregon
$2.55M +$163K +1,705 +7%
PP
630
Prosperity Planning
Missouri
$2.51M -$21.4K -223 -0.8%
B
631
Bailard
California
$2.51M -$14.7K -153 -0.6%
BFO
632
Boston Family Office
Massachusetts
$2.5M +$10.1K +105 +0.4%
MBT
633
Montecito Bank & Trust
California
$2.49M -$6.7K -70 -0.3%
KFI
634
Key Financial Inc
Pennsylvania
$2.49M – – –
IB
635
Intrust Bank
Kansas
$2.49M +$6.99K +73 +0.3%
BWA
636
BCU Wealth Advisors
Illinois
$2.48M +$60.7K +634 +3%
D
637
Dentgroup
Louisiana
$2.46M -$44.9K -469 -2%
FCFC
638
First Commonwealth Financial Corp
Pennsylvania
$2.46M +$191K +1,992 +8%
FCBT
639
First Citizens Bank & Trust
North Carolina
$2.46M -$131K -1,363 -5%
BWP
640
Bernardo Wealth Planning
Pennsylvania
$2.45M +$17.8K +183 +0.7%
SFG
641
Sovereign Financial Group
Connecticut
$2.45M -$111K -1,160 -4%
RBFC
642
Roman Butler Fullerton & Co
Missouri
$2.44M +$227K +2,346 +10%
NB
643
Northwest Bancshares
Pennsylvania
$2.44M -$61.8K -645 -2%
EFG
644
Elios Financial Group
Ohio
$2.42M +$2.42M +25,324 New
CIA
645
Choate Investment Advisors
Massachusetts
$2.38M -$957 -10 -0%
BCG
646
Breakwater Capital Group
New Jersey
$2.38M +$1.05K +11 +0%
OAS
647
Optivise Advisory Services
Tennessee
$2.36M +$80.2K +838 +4%
SPI
648
Sutton Place Investors
New York
$2.35M -$30.1K -314 -1%
RIS
649
Retirement Income Solutions
Michigan
$2.3M – – –
First Trust Advisors
650
First Trust Advisors
Illinois
$2.29M -$188K -1,959 -8%
24 25
26
27 28