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 %
WPC
776
Wedmont Private Capital
Pennsylvania
$720K -$134K -1,927 -16%
CWP
777
CFM Wealth Partners
Texas
$720K -$38.7K -565 -5%
VWM
778
Venturi Wealth Management
Texas
$719K +$698K +10,201 +3,291%
MWM
779
Maripau Wealth Management
Indiana
$719K +$719K +10,503 New
SWM
780
Stockman Wealth Management
Montana
$716K -$684 -10 -0.1%
WP
781
Westmount Partners
California
$711K +$27.4K +400 +4%
KW
782
KWB Wealth
California
$709K
RDFA
783
Ritter Daniher Financial Advisory
Ohio
$707K +$15.1K +220 +2%
MA
784
MONECO Advisors
Connecticut
$705K
QCM
785
Quantinno Capital Management
New York
$705K +$239K +3,489 +51%
MA
786
MCF Advisors
Kentucky
$703K
SOS
787
Silver Oak Securities
Tennessee
$694K -$1.11M -16,204 -61%
RFP
788
RCS Financial Planning
Maryland
$693K +$693K +10,095 New
SWA
789
Sutton Wealth Advisors
Florida
$692K
CA
790
Claro Advisors
Massachusetts
$692K -$84.9K -1,241 -11%
FRA
791
Front Row Advisors
California
$691K
SIC
792
Sigma Investment Counselors
Michigan
$689K
SNB
793
Security National Bank
Nebraska
$688K +$66.7K +972 +11%
IA
794
IFG Advisors
Missouri
$685K
AWM
795
Aprio Wealth Management
Georgia
$684K
SW
796
SVB Wealth
Massachusetts
$682K -$535K -7,823 -44%
CPA
797
Capital Planning Advisors
California
$681K
AIA
798
Arbor Investment Advisors
North Carolina
$681K -$24.8K -362 -4%
FDCC
799
Foster Dykema Cabot & Co
Massachusetts
$681K
LTI
800
Laffer Tengler Investments
Tennessee
$680K