IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,688 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.

Holders
1,688
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.42%
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)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.5M
2
ABTD
2
Arvest Bank Trust Division
Oklahoma
$57M
3
Ameriprise
3
Ameriprise
Minnesota
$746M
4
PA
4
Parallel Advisors
California
$39.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$794M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$18.8M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.22B
4
Goldman Sachs
4
Goldman Sachs
New York
$617M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.45B
Name Market Value Shares Shares
Change 		Shares
Change %
HF
176
Halpern Financial
Virginia
$22.5M 237,739 -10,745 -4%
PSCM
177
Per Stirling Capital Management
Texas
$22.5M 234,684 -114,557 -33%
HSBC Holdings
178
HSBC Holdings
United Kingdom
$22.1M 231,257 +108,857 +89%
BCM
179
Brookstone Capital Management
Illinois
$21.9M 228,446 +673 +0.3%
BRWA
180
B. Riley Wealth Advisors
Florida
$21.7M 228,146 -43,927 -16%
CAM
181
Cresset Asset Management
Illinois
$21.4M 223,222 -16,099 -7%
PWA
182
Physician Wealth Advisors
Utah
$21.2M 219,582 -5,655 -3%
ASN
183
Advisory Services Network
Georgia
$21.1M 227,718 – –
SEI Investments
184
SEI Investments
Pennsylvania
$21M 219,060 -4,577 -2%
GL
185
Graypoint LLC
New York
$20.1M 209,738 +23,790 +13%
MMA
186
Miracle Mile Advisors
California
$20M 208,991 -16,651 -7%
GIA
187
Gladstone Institutional Advisory
Florida
$20M 208,678 +10,488 +5%
TW
188
Transform Wealth
Colorado
$19.7M 205,847 +209 +0.1%
KFSC
189
Keystone Financial Services (Colorado)
Colorado
$19.5M 204,134 -19,420 -9%
AWM
190
Avior Wealth Management
Nebraska
$19.5M 203,920 +1,442 +0.7%
IFS
191
Ifrah Financial Services
Arkansas
$19.4M 202,099 -6,342 -3%
AA
192
Axiom Advisory
California
$19.2M 208,261 +3,395 +2%
CIAS
193
CFS Investment Advisory Services
New Jersey
$19.2M 200,652 -3,595 -2%
UB
194
UMB Bank
Missouri
$19M 198,483 -3,064 -2%
SWM
195
Spire Wealth Management
Virginia
$19M 197,914 +880 +0.4%
SWM
196
Scissortail Wealth Management
Oklahoma
$18.8M 814 -142,475 -99%
KFS
197
Kelly Financial Services
Massachusetts
$18.8M 196,165 -31,397 -14%
AFC
198
Adaptive Financial Consulting
Ohio
$18.8M 196,100 +231 +0.1%
CFGS
199
Concourse Financial Group Securities
Alabama
$18.6M 193,836 +1,289 +0.7%
GPA
200
Guidance Point Advisors
Massachusetts
$18.5M 193,723 +926 +0.5%
6 7
8
9 10