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.

Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.6%
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
1
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$760M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.45B
4
MWA
4
Midland Wealth Advisors
Illinois
$100M
5
MWM
5
Modern Wealth Management
Kansas
$67.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$966M
2
Ameriprise
2
Ameriprise
Minnesota
$535M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$291M
4
PP
4
Prudential plc
United Kingdom
$0
5
CA
5
Clearstead Advisors
Ohio
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$40M 532,724 -6,520 -1%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$39.7M 527,981 -16,029 -3%
B
78
Barings
North Carolina
$39.1M 520,665 -36,454 -7%
NSIM
79
North Star Investment Management
Illinois
$39M 519,441 -4,632 -0.9%
CA
80
Cetera Advisors
Colorado
$38.8M 516,921 -40,934 -7%
WIA
81
World Investment Advisors
California
$38.4M 511,419 +427,022 +506%
CAI
82
Capital Advisors Inc
Oklahoma
$38M 506,123 -38,363 -7%
PA
83
Probity Advisors
Texas
$37.8M 503,349 -31,398 -6%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$37.3M 496,422 +26,717 +6%
Creative Planning
85
Creative Planning
Kansas
$36.8M 490,036 +1,308 +0.3%
CL
86
Choreo LLC
Illinois
$35.7M 475,696 +134,973 +40%
CWM
87
Connecticut Wealth Management
Connecticut
$35.3M 470,553 -5,538 -1%
SWPG
88
Strategic Wealth Partners Group
Illinois
$34.4M 457,861 +44,853 +11%
AWS
89
Atria Wealth Solutions
New York
$34M 453,285 +48,252 +12%
GT
90
Greenleaf Trust
Michigan
$32.9M 438,741 -30,633 -7%
PS
91
Principal Securities
Iowa
$32.6M 434,410 +434,410 New
KAS
92
Kestra Advisory Services
Texas
$32.3M 429,549 +21,626 +5%
QS
93
Quantitative Strategies
California
$32M 426,030 -5,822 -1%
GW
94
GW & Wade
Massachusetts
$31.8M 424,013 +10,400 +3%
BFPW
95
BOK Financial Private Wealth
Colorado
$31.5M 419,030 -34,367 -8%
ANB
96
Amarillo National Bank
Texas
$30.9M 412,092 +75 +0%
FLA
97
Financial Life Advisors
Texas
$30.7M 409,415 -33,742 -8%
NA
98
NewEdge Advisors
Louisiana
$30.2M 396,806 +59,895 +18%
PAG
99
Private Advisor Group
New Jersey
$29.6M 394,326 +17,489 +5%
PRWA
100
Platte River Wealth Advisors
Colorado
$29.4M 390,933 +32,673 +9%
2 3
4
5 6