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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
OC
451
Oppenheimer & Co
New York
$2.95M -$30.4K -405 -1%
CAM
452
Carret Asset Management
New York
$2.94M -$30.6K -407 -1%
HCC
453
Hirtle Callaghan & Co
Pennsylvania
$2.94M +$30.2K +402 +1%
CIC
454
Carnegie Investment Counsel
Ohio
$2.94M -$30K -399 -1%
MFC
455
Morris Financial Concepts
South Carolina
$2.94M -$177K -2,354 -6%
CT
456
Cambridge Trust
Massachusetts
$2.93M +$104K +1,384 +4%
MWM
457
Mission Wealth Management
California
$2.93M -$76.7K -1,021 -3%
BIP
458
Bouvel Investment Partners
Pennsylvania
$2.92M +$16.4K +219 +0.6%
BCWM
459
Bartlett & Co Wealth Management
Ohio
$2.91M +$32.8K +435 +1%
BC
460
Bartlett & Co
Ohio
$2.91M +$32.8K +435 +1%
WAP
461
Wealthcare Advisory Partners
Pennsylvania
$2.9M +$406K +5,403 +16%
TF
462
Trek Financial
Arizona
$2.89M -$6.68K -89 -0.2%
PAA
463
Peregrine Asset Advisers
Oregon
$2.88M -$2.55K -34 -0.1%
CCM
464
Colorado Capital Management
Colorado
$2.84M -$155K -2,060 -5%
HWM
465
Howard Wealth Management
Connecticut
$2.84M
Calamos Advisors
466
Calamos Advisors
Illinois
$2.84M +$391K +5,207 +16%
BCMLT
467
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.83M -$68.7K -1,004 -2%
WA
468
WBH Advisory
Maryland
$2.82M -$367K -4,893 -12%
National Bank of Canada
469
National Bank of Canada
Quebec, Canada
$2.82M +$66.4K +899 +2%
GCM
470
Gables Capital Management
Florida
$2.78M
GG
471
GenWealth Group
New Jersey
$2.76M -$245K -3,264 -8%
GPWA
472
Great Point Wealth Advisors
Massachusetts
$2.74M
DPI
473
Diversified Portfolios Inc
Michigan
$2.73M -$60.6K -807 -2%
SF
474
SWP Financial
California
$2.73M +$2.73M +36,366 New
RL
475
Rogco LP
Oklahoma
$2.73M -$18.2K -243 -0.7%