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 %
SFP
726
Sandbox Financial Partners
Maryland
$1.06M -$14.5K -193 -1%
KWS
727
Keystone Wealth Services
California
$1.06M -$78.5K -1,045 -7%
CPIG
728
Chicago Partners Investment Group
Illinois
$1.05M -$2.12K -27 -0.2%
SPWG
729
Syntegra Private Wealth Group
Missouri
$1.05M +$27.9K +372 +3%
Deutsche Bank
730
Deutsche Bank
Germany
$1.05M -$10.4K -139 -1%
AA
731
Argent Advisors
Louisiana
$1.04M -$24.1K -321 -2%
MCM
732
McDonough Capital Management
Florida
$1.04M – – –
JIC
733
Joel Isaacson & Co
New York
$1.04M +$200K +2,662 +24%
FA
734
Fermata Advisors
California
$1.04M -$3.68K -49 -0.4%
KCM
735
Kennicott Capital Management
California
$1.03M – – –
Empower Advisory Group
736
Empower Advisory Group
Colorado
$1.03M +$183K +2,435 +22%
BOH
737
Bank of Hawaii
Hawaii
$1.03M – – –
WCM
738
Winthrop Capital Management
Indiana
$1.03M +$1.03M +13,672 New
AWM
739
Atticus Wealth Management
Florida
$1.02M +$40.9K +545 +4%
DFG
740
Delta Financial Group
New Jersey
$1.02M +$6.23K +83 +0.6%
SCM
741
SOL Capital Management
Maryland
$1.01M +$22.5K +300 +2%
IAIM
742
International Assets Investment Management
Florida
$1.01M +$150 +2 +0%
GWP
743
Gateway Wealth Partners
Wisconsin
$1.01M +$136K +1,809 +16%
SFS
744
Summit Financial Strategies
Ohio
$1.01M – – –
CFD
745
Creative Financial Designs
Indiana
$1.01M +$145K +1,931 +17%
FA
746
Fountainhead AM
New Jersey
$1M +$4.43K +59 +0.4%
RFP
747
RCS Financial Planning
Maryland
$1M +$245K +3,259 +32%
MA
748
MKT Advisors
California
$1M -$17.2K -236 -2%
AIA
749
Arcadia Investment Advisors
Idaho
$996K – – –
MBI
750
May Barnhard Investments
Maryland
$995K +$995K +13,252 New
28 29
30
31 32