IVW icon

iShares S&P 500 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PWS
1001
Proactive Wealth Strategies
Georgia
$941K +$55.5K +547 +6%
AWA
1002
Aaron Wealth Advisors
Illinois
$939K
DFG
1003
Delta Financial Group
New Jersey
$935K +$935K +9,211 New
VP
1004
Verum Partners
North Carolina
$934K +$914 +9 +0.1%
BEI
1005
Benjamin Edwards Inc
Missouri
$933K +$1.32K +13 +0.1%
WPC
1006
Wedmont Private Capital
Pennsylvania
$931K -$121K -1,202 -12%
KW
1007
KWB Wealth
California
$930K
NFP
1008
NorthLanding Financial Partners
New York
$929K +$7.51K +74 +0.8%
JFA
1009
JNBA Financial Advisors
Minnesota
$928K
SFMG
1010
Sage Financial Management Group
Virginia
$926K -$6.5K -64 -0.7%
WF
1011
Welch & Forbes
Massachusetts
$925K +$144K +1,421 +18%
BWL
1012
Bogart Wealth LLC
Virginia
$921K +$39.7K +391 +5%
MA
1013
Montag & Associates
Georgia
$919K +$22.1K +218 +2%
LAS
1014
Lloyd Advisory Services
Georgia
$919K -$68.3K -673 -7%
SWA
1015
SOA Wealth Advisors
New York
$915K +$1.02K +10 +0.1%
BFG
1016
Beacon Financial Group
Texas
$914K -$42K -414 -4%
FT
1017
Fiduciary Trust
Massachusetts
$910K +$30.5K +300 +3%
FWA
1018
FSM Wealth Advisors
Ohio
$910K
RMCM
1019
Reynders McVeigh Capital Management
Massachusetts
$903K
LSAG
1020
Lake Street Advisors Group
New Hampshire
$901K +$2.74K +27 +0.3%
AWM
1021
Angeles Wealth Management
California
$899K
MA
1022
MCF Advisors
Kentucky
$897K
HT
1023
Headlands Technologies
Illinois
$895K +$869K +8,556 +3,329%
AFA
1024
American Financial Advisors
Georgia
$895K +$508 +5 +0.1%
AIA
1025
Arbor Investment Advisors
North Carolina
$895K