IVW icon

iShares S&P 500 Growth ETF

1,588 hedge funds and large institutions have $32.3B invested in iShares S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 573 increasing their positions, 572 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,588
Holders Change
+47
Holders Change %
+3.05%
% of All Funds
23.02%
Holding in Top 10
152
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.62%
% of All Funds
2.2%
New
143
Increased
573
Reduced
572
Closed
71
Calls
$31.8M
Puts
$8.93M
Net Calls
+$22.8M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWG
901
KFA Private Wealth Group
Virginia
$797K +$32.1K +380 +4%
CB
902
CNB Bank
Pennsylvania
$794K
ATFA
903
All Terrain Financial Advisors
Minnesota
$787K -$185K -2,186 -19%
PA
904
PFG Advisors
Arizona
$785K -$632K -7,486 -45%
AFA
905
American Financial Advisors
Georgia
$785K -$11.7K -138 -1%
GC
906
Garde Capital
Washington
$785K
DWM
907
Dakota Wealth Management
Florida
$784K +$4.9K +58 +0.6%
AWA
908
Aaron Wealth Advisors
Illinois
$781K
TF
909
Tompkins Financial
New York
$778K +$255K +3,025 +49%
WI
910
Wintrust Investments
Illinois
$775K -$237K -2,808 -23%
VP
911
Verum Partners
North Carolina
$774K -$66.7K -790 -8%
AWM
912
Axxcess Wealth Management
California
$774K -$607K -7,191 -44%
LWM
913
LongView Wealth Management
Georgia
$773K -$239K -2,835 -24%
NFP
914
NorthLanding Financial Partners
New York
$772K -$19.4K -230 -2%
LHC
915
Little House Capital
Massachusetts
$772K
TA
916
TFB Advisors
Kansas
$771K +$40.2K +497 +5%
ACP
917
Aveo Capital Partners
Colorado
$768K +$218K +2,611 +40%
PB
918
Pinnacle Bancorp
Nebraska
$763K -$39.3K -466 -5%
MWAM
919
Manhattan West Asset Management
California
$761K +$228K +2,706 +43%
MCWS
920
McKinley Carter Wealth Services
West Virginia
$761K -$4.48K -53 -0.6%
TSW
921
Three Seasons Wealth
Utah
$760K +$156K +1,861 +26%
SWA
922
SOA Wealth Advisors
New York
$759K +$253 +3 +0%
CANC
923
Culbertson A N & Co
Virginia
$755K -$27.4K -325 -4%
RMCM
924
Reynders McVeigh Capital Management
Massachusetts
$752K
CFD
925
Creative Financial Designs
Indiana
$750K -$380K -4,505 -34%