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 %
TFO
926
Tarbox Family Office
California
$929K +$479 +5 +0.1%
PS
927
Planned Solutions
California
$928K +$13.6K +142 +1%
CWA
928
Consilio Wealth Advisors
Washington
$926K +$1.25K +13 +0.1%
ODIJL
929
One Day In July LLC
Vermont
$925K +$7.85K +82 +0.9%
FI
930
FWG Investments
Kentucky
$924K +$41K +428 +5%
AWM
931
Atticus Wealth Management
Florida
$921K -$18.3K -191 -2%
SHA
932
Seneca House Advisors
Virginia
$914K – – –
EWM
933
Empirical Wealth Management
Washington
$909K -$598K -6,243 -40%
TF
934
Tompkins Financial
New York
$907K -$7.76K -81 -0.8%
OC
935
Oakworth Capital
Alabama
$903K +$148K +1,546 +20%
EAM
936
Empirical Asset Management
Massachusetts
$902K -$67.9K -709 -7%
BFG
937
Beacon Financial Group
Texas
$902K +$102K +1,065 +13%
CB
938
CNB Bank
Pennsylvania
$900K – – –
KW
939
KWB Wealth
California
$898K – – –
BW
940
Bison Wealth
Georgia
$898K -$293K -3,059 -25%
JWBC
941
J.W. Burns & Co
New York
$896K – – –
ASFA
942
All Season Financial Advisors
Colorado
$896K -$3.16K -33 -0.4%
SIC
943
Sigma Investment Counselors
Michigan
$892K +$9K +94 +1%
GC
944
Garde Capital
Washington
$891K – – –
AWA
945
Aaron Wealth Advisors
Illinois
$886K – – –
SFMG
946
Sage Financial Management Group
Virginia
$880K +$880K +9,188 New
VP
947
Verum Partners
North Carolina
$880K +$1.05K +11 +0.1%
BEI
948
Benjamin Edwards Inc
Missouri
$879K +$879K +9,176 New
LFA
949
LGT Financial Advisors
Texas
$876K +$55.4K +578 +7%
LHC
950
Little House Capital
Massachusetts
$875K – – –
36 37
38
39 40