IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

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

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$309M
2
LPL Financial
LPL Financial
California
+$229M
3
Lido Advisors
Lido Advisors
California
+$105M
4
Wells Fargo
Wells Fargo
California
+$102M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$77.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$248M
2
HNB
Huntington National Bank
Ohio
-$245M
3
US Bancorp
US Bancorp
Minnesota
-$183M
4
IAIM
International Assets Investment Management
Florida
-$159M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
826
BBR Partners
New York
$1.43M – – –
SFA
827
Semmax Financial Advisors
North Carolina
$1.43M +$154K +1,451 +12%
BF
828
Blankinship & Foster
California
$1.43M -$25.7K -253 -2%
CCM
829
Cambridge Capital Management
Illinois
$1.42M -$37.8K -372 -3%
SVWAG
830
Sound View Wealth Advisors Group
Georgia
$1.41M +$93.9K +925 +7%
HCMT
831
Highland Capital Management (Tennessee)
Tennessee
$1.41M +$74.3K +732 +6%
VC
832
Veracity Capital
Georgia
$1.41M +$57.2K +563 +4%
MCM
833
McDonough Capital Management
Florida
$1.41M – – –
TCBWMS
834
Texas Capital Bank Wealth Management Services
Texas
$1.4M -$41.2K -406 -3%
WCM
835
Winthrop Capital Management
Indiana
$1.4M +$1.4M +13,680 New
SFP
836
Sandbox Financial Partners
Maryland
$1.4M -$7.82K -77 -0.6%
FA
837
Fermata Advisors
California
$1.4M -$4.77K -47 -0.3%
KCM
838
Kennicott Capital Management
California
$1.4M – – –
Amundi
839
Amundi
France
$1.39M +$1.15M +11,280 +464%
BTWM
840
Brass Tax Wealth Management
Ohio
$1.39M – – –
Winslow Capital Management
841
Winslow Capital Management
Minnesota
$1.38M +$1.38M +13,609 New
TIA
842
Tiemann Investment Advisors
California
$1.38M -$54.5K -537 -4%
Deutsche Bank
843
Deutsche Bank
Germany
$1.38M -$10.2K -100 -0.7%
SCM
844
SOL Capital Management
Maryland
$1.36M +$1.02K +10 +0.1%
BOH
845
Bank of Hawaii
Hawaii
$1.36M -$508 -5 -0%
SFS
846
Summit Financial Strategies
Ohio
$1.36M – – –
WWA
847
Wealth Watch Advisors
Colorado
$1.35M +$1.35M +13,300 New
CD
848
Chapin Davis
Maryland
$1.35M – – –
AF
849
Advisornet Financial
Minnesota
$1.34M -$6.28M -61,832 -82%
SPF
850
South Plains Financial
Texas
$1.34M +$1.34M +13,215 New
32 33
34
35 36