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 %
FFA
751
First Foundation Advisors
California
$1.59M +$108K +1,133 +7%
DAS
752
Dynamic Advisor Solutions
Arizona
$1.59M -$45.1K -471 -3%
KAH
753
Kathryn A. Hall
$1.59M – – –
IA
754
Insight Advisors
Pennsylvania
$1.58M +$3.35K +35 +0.2%
RFA
755
Resurgent Financial Advisors
Georgia
$1.58M -$128K -1,336 -7%
PB
756
Pinnacle Bancorp
Nebraska
$1.57M +$700K +7,312 +81%
GWM
757
GSB Wealth Management
Connecticut
$1.56M -$8.14K -85 -0.5%
FNT
758
First National Trust
Pennsylvania
$1.56M -$5.08K -53 -0.3%
SW
759
SlateStone Wealth
Florida
$1.56M -$16.1K -168 -1%
CTC
760
Central Trust Company
Missouri
$1.55M +$42.5K +444 +3%
WPC
761
White Pine Capital
Minnesota
$1.55M +$13.8K +144 +0.9%
Tudor Investment Corp
762
Tudor Investment Corp
Connecticut
$1.53M +$1.53M +16,017 New
WPC
763
Waters Parkerson & Co
Louisiana
$1.53M +$1.15M +12,000 +300%
MSA
764
Marino Stram & Associates
Massachusetts
$1.52M -$16.1K -168 -1%
FPFS
765
First Personal Financial Services
North Carolina
$1.51M +$8.81K +92 +0.6%
EWA
766
Evolution Wealth Advisors
Florida
$1.51M +$944K +9,860 +167%
GFS
767
GYL Financial Synergies
Connecticut
$1.5M -$13.9K -145 -0.9%
ACI
768
Alpha Cubed Investments
California
$1.5M – – –
FA
769
Fiducient Advisors
Illinois
$1.5M +$36.5K +381 +3%
LA
770
Legacy Advisors
Pennsylvania
$1.49M – – –
RW
771
REDW Wealth
New Mexico
$1.49M – – –
MSWM
772
McGlone Suttner Wealth Management
Wisconsin
$1.48M -$379K -3,960 -20%
VVP
773
Venture Visionary Partners
Ohio
$1.48M +$63.3K +661 +4%
CAM
774
Clarity Asset Management
Iowa
$1.47M -$48K -501 -3%
AEPWM
775
Atlantic Edge Private Wealth Management
Florida
$1.47M +$9.77K +102 +0.7%
29 30
31
32 33