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 %
MA
851
MKT Advisors
California
$1.15M – – –
PWCM
852
Processus Wealth & Capital Management
Tennessee
$1.15M -$43.9K -459 -4%
RDFA
853
Ritter Daniher Financial Advisory
Ohio
$1.14M -$4.21K -44 -0.4%
TTWM
854
TCV Trust & Wealth Management
Virginia
$1.13M -$147K -1,536 -12%
CP
855
Canopy Partners
Ohio
$1.13M -$17.8K -186 -2%
LF
856
LifeSteps Financial
California
$1.13M – – –
DC
857
Davenport & Co
Virginia
$1.12M +$55.3K +578 +5%
OPWM
858
Oxinas Partners Wealth Management
Indiana
$1.12M -$1.28M -13,334 -53%
LA
859
Lifeworks Advisors
Michigan
$1.11M +$7.56K +79 +0.7%
TYCC
860
Texas Yale Capital Corp
Florida
$1.11M – – –
EW
861
Evoke Wealth
California
$1.11M +$798K +8,334 +259%
MMHP
862
Murphy Middleton Hinkle & Parker
Georgia
$1.11M +$15K +157 +1%
MLL
863
Moody Lynn & Lieberson
Massachusetts
$1.1M -$9.86K -103 -0.9%
AA
864
Argent Advisors
Louisiana
$1.1M -$158K -1,648 -13%
MAWA
865
Moss Adams Wealth Advisors
Washington
$1.1M +$1.1M +11,468 New
FPW
866
Flagship Private Wealth
Massachusetts
$1.09M – – –
WB
867
WesBanco Bank
West Virginia
$1.08M -$32.7K -341 -3%
MCM
868
MidAtlantic Capital Management
Virginia
$1.07M – – –
OPA
869
Old Port Advisors
Maine
$1.07M -$40.3K -421 -4%
BCM
870
Brasada Capital Management
Texas
$1.07M – – –
CWM
871
C2C Wealth Management
Arizona
$1.07M +$34.2K +360 +3%
CWP
872
CFM Wealth Partners
Texas
$1.06M +$30.7K +321 +3%
SB
873
Simmons Bank
Arkansas
$1.06M – – –
MCC
874
Maiden Cove Capital
Maine
$1.06M +$724K +7,560 +214%
FWM
875
Focused Wealth Management
New York
$1.06M +$862 +9 +0.1%
33 34
35
36 37