IVW icon

iShares S&P 500 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CC
651
Cadinha & Co
Hawaii
$1.07M
VVP
652
Venture Visionary Partners
Ohio
$1.07M -$6.71K -98 -0.6%
LA
653
Legacy Advisors
Pennsylvania
$1.07M
BIM
654
Bridges Investment Management
Nebraska
$1.07M -$3.42K -50 -0.3%
Bessemer Group
655
Bessemer Group
New Jersey
$1.06M -$5M -73,145 -82%
RW
656
REDW Wealth
New Mexico
$1.06M
DI
657
DFPG Investments
Utah
$1.06M +$861K +12,388 +440%
WAM
658
Wallington Asset Management
Indiana
$1.06M -$2.74K -40 -0.3%
CHC
659
City Holding Co
West Virginia
$1.05M +$143K +2,083 +16%
OPWM
660
Oxinas Partners Wealth Management
Indiana
$1.05M -$1.71K -25 -0.2%
BAG
661
Briggs Advisory Group
Rhode Island
$1.05M -$27.9K -408 -3%
HCMG
662
Howard Capital Management Group
California
$1.05M -$13.7K -200 -1%
HIM
663
Hanlon Investment Management
New Jersey
$1.05M +$295K +4,306 +39%
9WM
664
9258 Wealth Management
Ohio
$1.03M +$35.2K +514 +4%
KWS
665
Keystone Wealth Services
California
$1.03M +$1.03M +15,102 New
RIL
666
Rothschild Investment LLC
Illinois
$1.02M +$2.46K +36 +0.2%
GS
667
GTS Securities
New York
$1.02M -$7.15M -104,498 -87%
PIM
668
Progressive Investment Management
Oregon
$1.02M
AWE
669
Avidian Wealth Enterprises
Texas
$1.01M +$779K +11,384 +341%
LC
670
LTG Capital
Massachusetts
$1,000K -$15.8K -232 -2%
CA
671
Cornerstone Advisory
Maryland
$999K -$6.84K -100 -0.7%
CWS
672
Confluence Wealth Services
Pennsylvania
$989K
MWM
673
Meridian Wealth Management
Kentucky
$989K +$257K +3,749 +35%
NEPWA
674
New England Private Wealth Advisors
Massachusetts
$983K +$137 +2 +0%
ES
675
Eagle Strategies
New York
$980K