IVW icon

iShares S&P 500 Growth ETF

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
1026
Annex Advisory Services
Wisconsin
$240K +$240K +3,759 New
MMG
1027
Monetary Management Group
Missouri
$240K
CFAM
1028
Center For Asset Management
Florida
$240K -$1.6K -25 -0.7%
HVIA
1029
Hudson Valley Investment Advisors
New York
$239K +$239K +3,736 New
AWM
1030
Accurate Wealth Management
Florida
$238K -$641 -10 -0.3%
CCMG
1031
Clark Capital Management Group
Pennsylvania
$237K +$237K +3,708 New
BTI
1032
Blue Trust Inc
Georgia
$236K -$109K -1,869 -32%
PBF
1033
Petix & Botte Financial
California
$235K +$235K +3,684 New
VAS
1034
Vestmark Advisory Solutions
Massachusetts
$235K -$128 -2 -0.1%
SC
1035
Steph & Co
Wisconsin
$235K
BI
1036
Ballast Inc
Kentucky
$234K -$1.23M -19,266 -84%
SGK
1037
Steigerwald Gordon & Koch
Virginia
$233K -$2.24K -35 -1%
C
1038
CEDRUS
Colorado
$232K
AWP
1039
Accretive Wealth Partners
New Jersey
$232K
Neuberger Berman Group
1040
Neuberger Berman Group
New York
$231K -$386K -6,039 -63%
MFT
1041
Moisand Fitzgerald Tamayo
Florida
$231K -$64 -1 -0%
MWM
1042
Madison Wealth Management
Ohio
$231K
PCMC
1043
Paragon Capital Management (Colorado)
Colorado
$231K +$231K +3,610 New
WQ
1044
Wealth Quarterback
New Jersey
$230K -$152K -2,383 -40%
NL
1045
Navalign LLC
California
$229K -$35.5K -556 -13%
SIS
1046
Strategic Investment Solutions
Illinois
$229K
BAM
1047
BOS Asset Management
Illinois
$228K
FCH
1048
Freestone Capital Holdings
Washington
$228K
BBNA
1049
Bremer Bank National Association
Minnesota
$226K
WIM
1050
WealthPlan Investment Management
Nebraska
$226K -$3.02M -47,221 -93%