IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,587 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 142 funds opening new positions, 573 increasing their positions, 572 reducing their positions, and 71 closing their positions.

Holders
1,587
Holders Change
+46
Holders Change %
+2.99%
% of All Funds
23.01%
Holding in Top 10
152
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.62%
% of All Funds
2.2%
New
142
Increased
573
Reduced
572
Closed
71
Calls
$31.8M
Puts
$8.93M
Net Calls
+$22.8M
Net Calls Change
+$14.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.82B
2
LPL Financial
2
LPL Financial
California
$964M
3
Fidelity International
3
Fidelity International
Bermuda
$216M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$335M
5
BlackRock
5
BlackRock
New York
$459M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.65B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$149M
3
B
3
Barings
North Carolina
$885K
4
Wells Fargo
4
Wells Fargo
California
$1.28B
5
Goldman Sachs
5
Goldman Sachs
New York
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
FWI
1626
Facet Wealth Inc
Maryland
– – -3,447 Closed
LS
1627
Leelyn Smith
Illinois
– – -3,368 Closed
Manulife (Manufacturers Life Insurance)
1628
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -3,360 Closed
CWI
1629
Conscious Wealth Investments
Florida
– – -3,103 Closed
CCM
1630
Carlson Capital Management
Minnesota
– – -2,999 Closed
AFAS
1631
Acorn Financial Advisory Services
Virginia
– – -2,926 Closed
QWM
1632
Quadcap Wealth Management
Texas
– – -2,803 Closed
HPC
1633
Hobart Private Capital
North Carolina
– – -2,693 Closed
LA
1634
LexAurum Advisors
Kansas
– – -2,683 Closed
VCM
1635
Vivaldi Capital Management
Illinois
– – -2,592 Closed
CTB
1636
Country Trust Bank
Illinois
– – -2,432 Closed
AC
1637
AlphaCore Capital
California
– – -960 Closed
CWA
1638
Carolina Wealth Advisors
South Carolina
– – -932 Closed
LFA
1639
Level Financial Advisors
New York
– – -903 Closed
FA
1640
Faithward Advisors
Pennsylvania
– – -838 Closed
CCA
1641
Criterion Capital Advisors
Tennessee
– – -728 Closed
HFS
1642
Hantz Financial Services
Michigan
– – -521 Closed
NFA
1643
Northwest Financial Advisors
Virginia
– – -509 Closed
ACA
1644
Atlas Capital Advisors
Wyoming
– – -500 Closed
KFA
1645
Kelleher Financial Advisors
New York
– – -500 Closed
WWM
1646
Wagner Wealth Management
South Carolina
– – -462 Closed
LPP
1647
Life Planning Partners
Florida
– – -424 Closed
GIA
1648
Goodwin Investment Advisory
Georgia
– – -391 Closed
FCG
1649
Financial Connections Group
California
– – -380 Closed
ODG
1650
O'Dell Group
Ohio
– – -244 Closed
63 64 65
66
67