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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.45B 46,491,725 -2,530,634 -5%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.22B 44,113,517 -3,548,111 -7%
Morgan Stanley
3
Morgan Stanley
New York
$3.19B 33,340,406 +8,918 +0%
Bank of America
4
Bank of America
North Carolina
$1.78B 18,613,706 -514,048 -3%
LPL Financial
5
LPL Financial
California
$1.5B 15,682,897 +255,991 +2%
Wells Fargo
6
Wells Fargo
California
$1.49B 15,602,815 +77,109 +0.5%
UBS Group
7
UBS Group
Switzerland
$882M 9,212,594 -46,982 -0.5%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$794M 8,331,908 +367,275 +5%
Ameriprise
9
Ameriprise
Minnesota
$746M 7,789,054 +425,992 +6%
Stifel Financial
10
Stifel Financial
Missouri
$716M 7,475,408 +22,565 +0.3%
Goldman Sachs
11
Goldman Sachs
New York
$617M 6,442,431 -2,940,997 -31%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$574M 5,992,230 -379,322 -6%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$547M 5,713,256 -297,617 -5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$510M 5,329,231 +134,169 +3%
BlackRock
15
BlackRock
New York
$469M 4,898,602 -694,821 -12%
M&T Bank
16
M&T Bank
New York
$447M 4,667,296 -152,395 -3%
PAS
17
Park Avenue Securities
New York
$364M 3,801,919 -441,919 -10%
Mariner
18
Mariner
Kansas
$360M 3,758,438 -28,816 -0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$336M 3,512,112 +108,671 +3%
US Bancorp
20
US Bancorp
Minnesota
$331M 3,461,367 -374,991 -10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$313M 3,268,241 -73,726 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$304M 3,178,543 -142,090 -4%
MML Investors Services
23
MML Investors Services
Massachusetts
$285M 2,978,879 -92,695 -3%
RFC
24
Regions Financial Corp
Alabama
$275M 2,871,648 -95,341 -3%
HNB
25
Huntington National Bank
Ohio
– – – –
1
2 3 4 5