IVW icon

iShares S&P 500 Growth ETF

1,541 hedge funds and large institutions have $28.2B invested in iShares S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 507 increasing their positions, 534 reducing their positions, and 47 closing their positions.

Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.6%
Holding in Top 10
121
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.35%
% of All Funds
1.77%
New
218
Increased
507
Reduced
534
Closed
47
Calls
$10.1M
Puts
$2.02M
Net Calls
+$8.05M
Net Calls Change
-$6.4M
Name Market Value Shares Shares
Change
Shares
Change %
RWS
226
Resolute Wealth Strategies
Mississippi
$9.42M 125,416 -391 -0.3%
KOC
227
Koss-Olinger Consulting
Florida
$9.2M 122,531 -1,299 -1%
ATC
228
Argent Trust Co
Tennessee
$9.12M 121,416 +524 +0.4%
AWMS
229
Advocacy Wealth Management Services
Georgia
$9.1M 121,227 +121,227 New
BRWA
230
B. Riley Wealth Advisors
Florida
$8.99M 119,644 -19,321 -14%
CI
231
CX Institutional
Indiana
$8.97M 119,454 -10,900 -8%
FAN
232
Financial Advisors Network
California
$8.93M 118,897 -3,271 -3%
FHC
233
First Heartland Consultants
Missouri
$8.93M 118,843 -167,079 -58%
RWM
234
RKL Wealth Management
Pennsylvania
$8.92M 118,792 -889 -0.7%
TFCP
235
Twin Focus Capital Partners
Massachusetts
$8.86M 117,930 -25,865 -18%
LNWWM
236
Laird Norton Wetherby Wealth Management
California
$8.78M 116,855
IWA
237
Icon Wealth Advisors
Texas
$8.77M 116,756 +116,756 New
SFS
238
Security Financial Services
Indiana
$8.7M 115,872 +24,834 +27%
SC
239
Savant Capital
Illinois
$8.69M 115,678 +2,307 +2%
IC
240
IEQ Capital
California
$8.68M 115,562 +954 +0.8%
MA
241
Mutual Advisors
Nebraska
$8.68M 115,514 +5,765 +5%
LFAS
242
Level Four Advisory Services
Texas
$8.67M 115,473 -4,085 -3%
Citadel Advisors
243
Citadel Advisors
Florida
$8.67M 115,451 +27,190 +31%
APW
244
Austin Private Wealth
Texas
$8.64M 115,035 +15,265 +15%
PFG
245
Pacific Financial Group
Washington
$8.63M 114,963 -312 -0.3%
EWA
246
EP Wealth Advisors
California
$8.6M 114,569 -2,538 -2%
PBO
247
Peoples Bank (Ohio)
Ohio
$8.58M 114,268 -3,753 -3%
YIA
248
YHB Investment Advisors
Connecticut
$8.54M 113,696 -13,379 -11%
WAL
249
W Advisors LLC
Tennessee
$8.51M 113,350 +11,023 +11%
BC
250
Barrett & Company
Rhode Island
$8.42M 112,139 +6,455 +6%