IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.48B
2
LPL Financial
2
LPL Financial
California
$527M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$133M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$340M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.01B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
WIA
2
World Investment Advisors
California
$5.79M
3
SCM
3
SCS Capital Management
Massachusetts
$41.3M
4
PP
4
Prudential plc
United Kingdom
$33M
5
Stifel Financial
5
Stifel Financial
Missouri
$473M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.97B 43,367,674 +229,932 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$2.01B 29,378,514 +1,542,503 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.48B 21,690,571 +7,681,845 +55%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.23B 17,974,485 +138,408 +0.8%
Bank of America
5
Bank of America
North Carolina
$1.18B 17,317,771 +1,246,012 +8%
Wells Fargo
6
Wells Fargo
California
$1.07B 15,643,563 -101,310 -0.6%
UBS Group
7
UBS Group
Switzerland
$629M 9,187,831 +370,785 +4%
Ameriprise
8
Ameriprise
Minnesota
$619M 9,048,951 +682,586 +8%
LPL Financial
9
LPL Financial
California
$527M 7,697,945 +1,998,078 +35%
Stifel Financial
10
Stifel Financial
Missouri
$473M 6,910,032 -304,114 -4%
Goldman Sachs
11
Goldman Sachs
New York
$431M 6,301,117 -31,332 -0.5%
M&T Bank
12
M&T Bank
New York
$361M 5,275,444 -91,832 -2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$345M 5,039,378 +50,013 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$340M 4,965,562 +1,551,597 +45%
BlackRock
15
BlackRock
New York
$265M 3,872,408 +1,155,801 +43%
Mariner
16
Mariner
Kansas
$263M 3,850,007 +18,016 +0.5%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$231M 3,375,249 -25,388 -0.7%
US Bancorp
18
US Bancorp
Minnesota
$226M 3,298,325 +106,202 +3%
RFC
19
Regions Financial Corp
Alabama
$208M 3,041,235 -40,836 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$200M 2,916,604 +204,244 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$193M 2,814,944 -64,618 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$186M 2,718,800 +49,617 +2%
HWM
23
HB Wealth Management
Georgia
$182M 2,661,722 -24,424 -0.9%
Lido Advisors
24
Lido Advisors
California
$171M 2,492,116 +653,266 +36%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$164M 2,394,758 +1,101,718 +85%
1
2 3 4 5