IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.59%
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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
Goldman Sachs
New York
$760M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.45B
4
UFF
USA Financial Formulas
Michigan
$64.2M
5
OIA
OneDigital Investment Advisors
Kansas
$79.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$966M
2
HNB
Huntington National Bank
Ohio
$180M
3
Ameriprise
Ameriprise
Minnesota
$535M
4
Osaic Holdings
Osaic Holdings
Arizona
$291M
5
PP
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
426
Regal Investment Advisors
Michigan
$3.58M +$54.5K +726 +2%
MCA
427
MSH Capital Advisors
Arizona
$3.56M +$107K +1,427 +3%
BJL
428
Brighton Jones LLC
Washington
$3.54M +$383K +5,094 +12%
OFG
429
Oxford Financial Group
Indiana
$3.45M +$745K +9,924 +28%
SFS
430
Sharp Financial Services
Pennsylvania
$3.44M +$3.44M +45,830 New
T
431
TNF
Montana
$3.43M +$265K +3,349 +8%
NCM
432
Next Capital Management
New York
$3.43M – – –
AB
433
Atlas Brown
Kentucky
$3.38M -$4.51K -60 -0.1%
NL
434
NWAM LLC
Washington
$3.36M +$62.4K +831 +2%
APWM
435
Atlas Private Wealth Management
New York
$3.34M +$38.5K +513 +1%
HCM
436
Hudson Capital Management
New Jersey
$3.33M -$208K -2,764 -6%
PAG
437
Private Advisory Group
Washington
$3.33M -$220K -2,932 -6%
SIA
438
Soltis Investment Advisors
Utah
$3.26M +$318K +4,240 +11%
EPP
439
ETF Portfolio Partners
Kansas
$3.25M +$49.3K +656 +2%
SA
440
Scarborough Advisors
Maryland
$3.22M +$35K +466 +1%
HWA
441
Hilltop Wealth Advisors
North Carolina
$3.21M -$130K -1,733 -4%
ANTB
442
AMG National Trust Bank
Colorado
$3.2M -$32.5K -433 -1%
OCM
443
Objective Capital Management
Ohio
$3.19M -$253K -3,371 -7%
WT
444
Whittier Trust
California
$3.18M -$75.6K -1,006 -2%
HGERS
445
Householder Group Estate & Retirement Specialist
Arizona
$3.11M +$141K +1,876 +5%
ST
446
Smithfield Trust
Pennsylvania
$3.07M -$157K -2,083 -5%
PA
447
Procyon Advisors
Connecticut
$3.05M +$559K +7,447 +22%
DWA
448
Dorsey Wright & Associates
California
$3.04M -$134K -1,778 -4%
TI
449
Truepoint Inc
Ohio
$3.01M -$223K -2,967 -7%
FCI
450
Financial Counselors Inc
Kansas
$3M -$16.1K -215 -0.5%
16 17
18
19 20