IVW icon

iShares S&P 500 Growth ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.94B 46,660,015 +709,113 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.82B 33,348,535 +11,800,409 +55%
Morgan Stanley
3
Morgan Stanley
New York
$2.65B 31,370,520 -28,018,556 -47%
Bank of America
4
Bank of America
North Carolina
$1.5B 17,808,363 +368,163 +2%
Wells Fargo
5
Wells Fargo
California
$1.28B 15,129,386 -471,197 -3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.07B 12,701,265 -162,357 -1%
LPL Financial
7
LPL Financial
California
$964M 11,411,899 +3,503,833 +44%
Goldman Sachs
8
Goldman Sachs
New York
$815M 9,651,025 -462,521 -5%
UBS Group
9
UBS Group
Switzerland
$786M 9,307,580 -17,611 -0.2%
Stifel Financial
10
Stifel Financial
Missouri
$615M 7,286,705 +318,381 +5%
Ameriprise
11
Ameriprise
Minnesota
$582M 6,895,706 -226,139 -3%
BlackRock
12
BlackRock
New York
$459M 5,437,079 +1,812,833 +50%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$433M 5,129,327 +109,319 +2%
M&T Bank
14
M&T Bank
New York
$427M 5,054,349 -104,903 -2%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$373M 4,419,212 +1,604,659 +57%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$335M 3,967,008 +1,948,478 +97%
Mariner
17
Mariner
Kansas
$316M 3,742,665 -16,613 -0.4%
US Bancorp
18
US Bancorp
Minnesota
$304M 3,600,393 +223,636 +7%
RFC
19
Regions Financial Corp
Alabama
$255M 3,021,309 -42,528 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$254M 3,007,626 +175,783 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$249M 2,950,019 +29,615 +1%
PAS
22
Park Avenue Securities
New York
$224M 2,649,963 +1,568,156 +145%
HWM
23
HB Wealth Management
Georgia
$219M 2,589,003 -51,233 -2%
HNB
24
Huntington National Bank
Ohio
Fidelity International
25
Fidelity International
Bermuda
$216M 2,555,072 +2,555,072 New