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
+$2.25B
2
Goldman Sachs
Goldman Sachs
New York
+$286M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$194M
4
UFF
USA Financial Formulas
Michigan
+$64.2M
5
OIA
OneDigital Investment Advisors
Kansas
+$44.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$384M
2
HNB
Huntington National Bank
Ohio
-$159M
3
Ameriprise
Ameriprise
Minnesota
-$145M
4
Osaic Holdings
Osaic Holdings
Arizona
-$82.3M
5
PP
Prudential plc
United Kingdom
-$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
551
Tradition Wealth Management
Minnesota
$1.94M +$37.9K +504 +2%
EFS
552
Essex Financial Services
Connecticut
$1.92M -$217K -2,893 -10%
BFAG
553
Blackston Financial Advisory Group
Florida
$1.92M +$452K +6,016 +31%
First Trust Advisors
554
First Trust Advisors
Illinois
$1.91M -$869K -11,565 -31%
MW
555
Maia Wealth
Colorado
$1.9M +$1.9M +25,365 New
MAM
556
MMA Asset Management
Pennsylvania
$1.89M -$741K -9,867 -28%
BFO
557
Boston Family Office
Massachusetts
$1.88M +$22.2K +295 +1%
KF
558
Krilogy Financial
Missouri
$1.88M -$103K -1,372 -5%
BWP
559
Bernardo Wealth Planning
Pennsylvania
$1.88M +$23.7K +315 +1%
KFAA
560
Klaas Financial Asset Advisors
Illinois
$1.88M -$150K -1,993 -7%
AC
561
Adroit Compliance
$1.88M +$1.88M +24,993 New
CIA
562
Choate Investment Advisors
Massachusetts
$1.87M -$3.38K -45 -0.2%
Squarepoint
563
Squarepoint
New York
$1.87M +$1.87M +24,872 New
GT
564
Glenview Trust
Kentucky
$1.82M +$85.2K +1,134 +5%
IWM
565
IHT Wealth Management
Illinois
$1.82M -$10.7K -143 -0.6%
PP
566
Prosperity Planning
Missouri
$1.82M +$27.7K +369 +2%
TCBWMS
567
Texas Capital Bank Wealth Management Services
Texas
$1.82M -$140K -1,860 -7%
MWM
568
Marietta Wealth Management
Georgia
$1.81M – – –
SWM
569
SigFig Wealth Management
California
$1.79M +$65.6K +873 +4%
MFG
570
Magnus Financial Group
New York
$1.78M -$22.2K -295 -1%
MWA
571
Meridian Wealth Advisors
Texas
$1.78M +$10.2K +136 +0.6%
MCM
572
Manchester Capital Management
Vermont
$1.78M – – –
JSL
573
JT Stratford LLC
Georgia
$1.76M +$28.5K +380 +2%
BC
574
Bowman & Company
Wisconsin
$1.76M – – –
WH
575
Whitcomb & Hess
Ohio
$1.75M +$43.6K +581 +3%
21 22
23
24 25