IVW icon

iShares S&P 500 Growth ETF

1,847 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, 688 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,847
Holders Change
+158
Holders Change %
+9.35%
% of All Funds
24.58%
Holding in Top 10
210
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+13.51%
% of All Funds
2.8%
New
251
Increased
568
Reduced
688
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
626
Armis Advisers
Georgia
$2.89M +$2.89M +28,462 New
RW
627
Regimen Wealth
Georgia
$2.88M +$791K +7,804 +38%
MWM
628
Mattern Wealth Management
Kansas
$2.87M -$57.7K -568 -2%
AB
629
Atlas Brown
Kentucky
$2.86M -$914 -9 -0%
EAM
630
Evanson Asset Management
California
$2.85M +$102 +1 +0%
FWM
631
Fonville Wealth Management
Virginia
$2.85M -$253K -2,495 -8%
KWM
632
Kingsview Wealth Management
Oregon
$2.85M +$140K +1,380 +5%
C1AG
633
Client 1st Advisory Group
Florida
$2.84M +$681K +6,705 +32%
CWA
634
Clearview Wealth Advisors
Oregon
$2.83M -$143K -1,411 -5%
RhumbLine Advisers
635
RhumbLine Advisers
Massachusetts
$2.83M
National Bank of Canada
636
National Bank of Canada
Quebec, Canada
$2.83M -$421K -4,147 -13%
IWM
637
Iams Wealth Management
Nebraska
$2.79M +$579K +5,707 +26%
WWC
638
Waypoint Wealth Counsel
Georgia
$2.77M +$10.1K +99 +0.4%
WPC
639
Waters Parkerson & Co
Louisiana
$2.77M +$1.14M +11,250 +70%
RPC
640
Rossmore Private Capital
Connecticut
$2.76M
BFO
641
Boston Family Office
Massachusetts
$2.74M +$91.4K +900 +3%
PFA
642
Pathway Financial Advisors
Vermont
$2.72M
MCC
643
Money Concepts Capital
Florida
$2.7M -$1.05M -10,323 -28%
HCM
644
Hudson Capital Management
New Jersey
$2.7M -$1.38M -13,612 -34%
IFWM
645
Institute for Wealth Management
Colorado
$2.69M -$59.3K -584 -2%
CG
646
Corundum Group
Colorado
$2.69M -$28.4K -280 -1%
CAC
647
Certified Advisory Corp
Florida
$2.66M -$99.1K -976 -4%
BOJHT
648
Bank of Jackson Hole Trust
Wyoming
$2.66M +$2.66M +26,206 New
RIS
649
Retirement Income Solutions
Michigan
$2.66M +$211K +2,082 +9%
FWTB
650
First Western Trust Bank
Colorado
$2.65M -$58.3K -574 -2%