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 %
FIM
926
Fernwood Investment Management
Massachusetts
$625K – – –
FPGK
927
Financial Partners Group (Kansas)
Kansas
$623K +$375 +5 +0.1%
QCM
928
QRG Capital Management
Illinois
$623K -$188K -2,506 -23%
FHA
929
Flagship Harbor Advisors
Massachusetts
$622K -$41K -546 -6%
GA
930
GSG Advisors
New Jersey
$619K +$619K +8,444 New
FIB
931
First Interstate Bank
Montana
$618K -$403K -5,361 -39%
MOS
932
MGO One Seven
Ohio
$617K +$140K +1,870 +29%
CL
933
CIM LLC
New York
$616K +$40.7K +492 +7%
APW
934
Aurora Private Wealth
New Jersey
$616K -$14.8K -197 -2%
TWP
935
TFO Wealth Partners
Ohio
$615K -$37.1K -494 -6%
ACIM
936
Azimuth Capital Investment Management
Michigan
$613K -$16.1K -215 -3%
ST
937
Sageworth Trust
Pennsylvania
$611K – – –
USCWA
938
U.S. Capital Wealth Advisors
Texas
$606K -$61.7K -822 -9%
CHC
939
City Holding Co
West Virginia
$606K -$550K -7,321 -48%
AFG
940
Albion Financial Group
Utah
$603K +$54.4K +725 +10%
O3W
941
Omni 360 Wealth
New Jersey
$602K +$602K +8,016 New
GI
942
GAMCO Investors
Connecticut
$601K – – –
TWM
943
Thrive Wealth Management
Pennsylvania
$599K -$1.43K -19 -0.2%
IAN
944
Integrated Advisors Network
Texas
$598K -$7.21K -96 -1%
MM
945
Meridian Management
Arkansas
$597K – – –
SKK
946
Shepherd Kaplan Krochuk
Massachusetts
$596K -$56.3K -749 -9%
CWM
947
Castle Wealth Management
Florida
$592K – – –
PWH
948
Priebe Wealth Holdings
Minnesota
$591K +$591K +7,875 New
IIC
949
Ironwood Investment Counsel
Arizona
$590K – – –
HWA
950
HHM Wealth Advisors
Tennessee
$583K – – –
36 37
38
39 40