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 %
PMG
1076
ProVise Management Group
Florida
$780K -$74.1K -730 -9%
WPW
1077
Watershed Private Wealth
Illinois
$779K -$148K -1,458 -16%
TWCA
1078
Two West Capital Advisors
Kansas
$775K +$86.4K +851 +13%
HCM
1079
HMS Capital Management
Tennessee
$773K
SJGA
1080
Stephen J. Garry & Associates
New York
$773K +$152K +1,500 +25%
BFS
1081
Burkett Financial Services
South Carolina
$771K -$24.6K -242 -3%
AWMNH
1082
Arcadia Wealth Management (New Hampshire)
New Hampshire
$770K +$508 +5 +0.1%
EPW
1083
Evergreen Private Wealth
Colorado
$770K +$12K +118 +2%
APW
1084
Aurora Private Wealth
New Jersey
$765K -$14.3K -141 -2%
SPP
1085
Single Point Partners
Massachusetts
$763K +$763K +7,518 New
FNB
1086
Farmers National Bank
Kentucky
$760K +$760K +7,482 New
Neuberger Berman Group
1087
Neuberger Berman Group
New York
$758K -$73.5K -724 -9%
JSW
1088
Journey Strategic Wealth
New Jersey
$757K -$77.1K -759 -9%
CWP
1089
Curated Wealth Partners
California
$757K -$51.8K -510 -6%
BOS
1090
Bank of Stockton
California
$753K -$14.1K -139 -2%
HIP
1091
HUB Investment Partners
Texas
$750K +$195K +1,919 +35%
CI
1092
CPR Investments
Michigan
$749K +$749K +7,377 New
CANC
1093
Culbertson A N & Co
Virginia
$748K
VWM
1094
Verus Wealth Management
Wisconsin
$748K +$748K +7,368 New
CSPIA
1095
Cary Street Partners Investment Advisory
Virginia
$748K -$2.14M -21,069 -74%
SSB
1096
Sandy Spring Bank
Maryland
$746K +$7.31K +72 +1%
CFP
1097
Catalyst Financial Partners
Massachusetts
$744K +$16K +158 +2%
LWANC
1098
Laurel Wealth Advisors (North Carolina)
North Carolina
$744K +$9.34K +92 +1%
ATFA
1099
All Terrain Financial Advisors
Minnesota
$743K -$85.9K -846 -10%
CWM
1100
Castle Wealth Management
Florida
$743K