IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

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

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$309M
2
LPL Financial
LPL Financial
California
+$229M
3
Lido Advisors
Lido Advisors
California
+$105M
4
Wells Fargo
Wells Fargo
California
+$102M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$77.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$248M
2
HNB
Huntington National Bank
Ohio
-$245M
3
US Bancorp
US Bancorp
Minnesota
-$183M
4
IAIM
International Assets Investment Management
Florida
-$159M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
1226
Quadcap Wealth Management
Texas
$551K +$32.1K +316 +6%
ET
1227
Equitable Trust
Tennessee
$551K +$551K +5,425 New
VCA
1228
Verdence Capital Advisors
Maryland
$551K +$96.6K +951 +21%
BFG
1229
Berger Financial Group
Minnesota
$550K – – –
ML
1230
McAdam LLC
Pennsylvania
$548K +$25.9K +255 +5%
WIC
1231
Woodmont Investment Counsel
Tennessee
$548K – – –
GWA
1232
Gutierrez Wealth Advisory
Arkansas
$544K +$544K +5,361 New
GCA
1233
Gradient Capital Advisors
California
$543K -$13.6K -134 -2%
RWM
1234
Ritholtz Wealth Management
New York
$540K -$4.67K -46 -0.9%
PWP
1235
Principle Wealth Partners
Connecticut
$540K – – –
MMM
1236
Mendel Money Management
Illinois
$539K +$30.1K +296 +6%
DIA
1237
Dana Investment Advisors
Wisconsin
$538K – – –
WFAG
1238
Worth Financial Advisory Group
North Carolina
$538K +$6.4K +63 +1%
Bank of Nova Scotia
1239
Bank of Nova Scotia
Ontario, Canada
$536K – – –
CNBT
1240
Canandaigua National Bank & Trust
New York
$535K -$4.87K -48 -0.9%
CPSAC
1241
Chas P. Smith & Associates (CPS)
Florida
$535K -$47.1K -464 -8%
QP
1242
Quartz Partners
New York
$535K -$114K -1,120 -18%
WS
1243
Wedbush Securities
California
$534K +$98.9K +975 +23%
HB
1244
HTLF Bank
Colorado
$533K +$10.6K +104 +2%
OPWM
1245
Oakwell Private Wealth Management
Texas
$532K – – –
BBPWM
1246
Blue Bell Private Wealth Management
Pennsylvania
$531K -$55.3K -545 -9%
CP
1247
Clarendon Private
Massachusetts
$531K +$531K +5,227 New
KCM
1248
KRS Capital Management
Michigan
$530K – – –
SWM
1249
Segment Wealth Management
Texas
$530K – – –
EIA
1250
Eldridge Investment Advisors
New Hampshire
$528K -$77.6K -764 -13%
48 49
50
51 52