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 %
HHWM
976
Hiley Hunt Wealth Management
Nebraska
$537K +$537K +7,145 New
IRAG
977
Investment Research & Advisory Group
Georgia
$536K – – –
SJGA
978
Stephen J. Garry & Associates
New York
$536K +$536K +7,132 New
JGIA
979
Jackson Grant Investment Advisers
Connecticut
$534K +$1.5K +20 +0.3%
IPW
980
Intergy Private Wealth
Colorado
$530K – – –
NAS
981
Nicolet Advisory Services
Wisconsin
$529K -$23.6K -323 -4%
SMA
982
Seven Mile Advisory
New Jersey
$529K – – –
HCM
983
Harvey Capital Management
Florida
$526K – – –
HWA
984
HCR Wealth Advisors
California
$524K +$73.4K +978 +16%
VHAM
985
Van Hulzen Asset Management
California
$522K -$17.9K -239 -3%
AC
986
Annandale Capital
Texas
$522K – – –
CBFP
987
Cedar Brook Financial Partners
Ohio
$520K +$64.7K +856 +14%
GSEP
988
Golden State Equity Partners
California
$517K -$221K -2,937 -30%
WF
989
Welch & Forbes
Massachusetts
$517K -$16.9K -225 -3%
BTWM
990
Baker Tilly Wealth Management
Wisconsin
$513K +$53.9K +718 +12%
EWA
991
ERTS Wealth Advisors
Michigan
$512K +$26.4K +351 +5%
HBW
992
Hazlett, Burt & Watson
West Virginia
$512K +$97.3K +1,297 +23%
CRI
993
Commonwealth Retirement Investments
Virginia
$512K +$8.34K +111 +2%
STCOSD
994
Sageworth Trust Company of South Dakota
South Dakota
$511K – – –
GWM
995
GDS Wealth Management
Texas
$510K -$22.2K -295 -4%
CGA
996
Crescent Grove Advisors
Illinois
$506K – – –
TI
997
tru Independence
Oregon
$505K -$5.63K -75 -1%
OPW
998
Oxler Private Wealth
New York
$504K +$2.4K +32 +0.5%
LWCFA
999
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$504K -$62.1K -804 -11%
Koshinski Asset Management
1000
Koshinski Asset Management
Illinois
$503K -$531K -7,077 -51%
38 39
40
41 42