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.

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
ABTD
2
Arvest Bank Trust Division
Oklahoma
$57M
3
Ameriprise
3
Ameriprise
Minnesota
$746M
4
PA
4
Parallel Advisors
California
$39.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$794M

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 Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$95.3M 995,646 +31,028 +3%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$93.1M 972,829 -83,041 -8%
MCM
53
MAI Capital Management
Ohio
$92M 960,528 -3,479 -0.4%
LI
54
LVZ Inc
Michigan
$91.3M 953,339 -26,550 -3%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.5M 861,240 +861,240 New
UFF
56
USA Financial Formulas
Michigan
$80.2M 838,089 -36,426 -4%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$78.3M 817,595 -11,166 -1%
KeyBank National Association
58
KeyBank National Association
Ohio
$77.6M 810,774 -10,097 -1%
MWM
59
Modern Wealth Management
Kansas
$77.4M 808,492 -94,571 -10%
AWM
60
AE Wealth Management
Kansas
$76.5M 798,495 -33,663 -4%
AAS
61
Avantax Advisory Services
Texas
$76.2M 795,928 -10,730 -1%
MWM
62
Modera Wealth Management
New Jersey
$73M 762,055 -15,806 -2%
SL
63
Salomon & Ludwin
Virginia
$72.9M 761,476 -76,754 -9%
PWM
64
Praetorian Wealth Management
California
$71.8M 750,036 +4,450 +0.6%
AWS
65
Atria Wealth Solutions
New York
$70.3M 734,306 -110,338 -13%
Northern Trust
66
Northern Trust
Illinois
$69.1M 722,114 +64,791 +10%
VA
67
Valmark Advisers
Ohio
$68.9M 720,024 -16,242 -2%
AWMS
68
Advocacy Wealth Management Services
Georgia
$65.7M 685,907 -39,454 -5%
OIA
69
OneDigital Investment Advisors
Kansas
$62.4M 652,040 -55,630 -8%
SIA
70
Stegner Investment Associates
Kentucky
$61.3M 640,708 +7,178 +1%
PW
71
Peninsula Wealth
California
$60.5M 624,720 +30,420 +5%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$59M 619,382 -10,614 -2%
AIA
73
Alera Investment Advisors
Illinois
$57.6M 601,141 -42,703 -7%
KAS
74
Kestra Advisory Services
Texas
$57.3M 598,017 -36,570 -6%
ABTD
75
Arvest Bank Trust Division
Oklahoma
$57M 594,994 +594,994 New
1 2
3
4 5