IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$526M
2
LPL Financial
LPL Financial
California
+$137M
3
Osaic Holdings
Osaic Holdings
Arizona
+$106M
4
Morgan Stanley
Morgan Stanley
New York
+$106M
5
Bank of America
Bank of America
North Carolina
+$85.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$173M
2
WIA
World Investment Advisors
California
-$24M
3
SCM
SCS Capital Management
Massachusetts
-$23.8M
4
PP
Prudential plc
United Kingdom
-$22.8M
5
Stifel Financial
Stifel Financial
Missouri
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
626
Navis Wealth Advisors
New York
$1.14M +$3.35K +49 +0.3%
IA
627
Insight Advisors
Pennsylvania
$1.14M +$8.76K +128 +0.8%
KAH
628
Kathryn A. Hall
$1.13M – – –
MSA
629
Marino Stram & Associates
Massachusetts
$1.13M +$3.97K +58 +0.4%
BA
630
Bellwether Advisors
Nebraska
$1.12M -$5.95K -87 -0.5%
VC
631
Veracity Capital
Georgia
$1.12M +$88.5K +1,294 +9%
CAG
632
Crestwood Advisors Group
Massachusetts
$1.12M -$16.4K -240 -1%
AWM
633
Axxcess Wealth Management
California
$1.12M +$158K +2,310 +16%
FPFS
634
First Personal Financial Services
North Carolina
$1.11M -$13.7K -200 -1%
TCA
635
Transcend Capital Advisors
New Jersey
$1.11M +$523K +7,639 +89%
BSWA
636
Bromfield Sneider Wealth Advisors
Massachusetts
$1.1M -$48.2K -705 -4%
IWA
637
Inspirion Wealth Advisors
Illinois
$1.1M – – –
IWM
638
Iams Wealth Management
Nebraska
$1.1M +$1.1M +16,022 New
CTC
639
Central Trust Company
Missouri
$1.09M +$7.18K +105 +0.7%
ICG
640
InterOcean Capital Group
Tennessee
$1.09M – – –
FA
641
Fiduciary Alliance
South Carolina
$1.09M -$65.3K -955 -6%
ACI
642
Alpha Cubed Investments
California
$1.09M +$10.9K +160 +1%
SPAS
643
Spectrum Planning & Advisory Services
California
$1.08M +$1.08M +15,822 New
PAMG
644
Patton Albertson Miller Group
Tennessee
$1.08M – – –
KIG
645
Kessler Investment Group
Indiana
$1.08M +$7.18K +105 +0.7%
MCM
646
Mattern Capital Management
Colorado
$1.08M -$110K -1,614 -9%
FRA
647
FFG Retirement Advisors
Colorado
$1.08M +$1.08M +15,719 New
RA
648
Riversedge Advisors
Delaware
$1.08M -$20K -293 -2%
WPC
649
White Pine Capital
Minnesota
$1.08M -$99.8K -1,458 -8%
VAM
650
Verity Asset Management
North Carolina
$1.07M +$226K +3,307 +27%
24 25
26
27 28