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 %
LSA
1226
Lansing Street Advisors
Pennsylvania
$14K -$14K -219 -50%
DWMG
1227
DB Wealth Management Group
California
$13.9K +$64 +1 +0.5%
PPWM
1228
PFG Private Wealth Management
Florida
$13.5K -$112K -1,746 -89%
KFS
1229
Kelly Financial Services
Massachusetts
$12.8K +$2.11K +33 +20%
VCM
1230
Versant Capital Management
Arizona
$12.8K
VWM
1231
Venturi Wealth Management
Texas
$12.1K +$12.1K +190 New
TFA
1232
Toth Financial Advisory
Virginia
$12.1K
QPBE
1233
Quintet Private Bank (Europe)
Luxembourg
$11.2K +$11.2K +175 New
WWP
1234
WR Wealth Planners
Missouri
$10.4K +$8.18K +128 +376%
AW
1235
Avion Wealth
Texas
$9K
HR
1236
Howe & Rusling
New York
$8.43K +$5.69K +89 +207%
SCA
1237
Stonebridge Capital Advisors
Minnesota
$8.24K +$6.65K +104 +416%
FMB
1238
Field & Main Bank
Kentucky
$8.18K
KTC
1239
Kistler-Tiffany Companies
Pennsylvania
$7.84K +$64 +1 +0.8%
SC
1240
SouthState Corp
Florida
$7.67K
CPFP
1241
Clear Perspectives Financial Planning
Ohio
$6.77K -$7.92K -124 -54%
MRCM
1242
M&R Capital Management
New Jersey
$6.07K +$5.11K +80 +533%
AC
1243
AlphaCore Capital
California
$5.88K
TCWA
1244
Ten Capital Wealth Advisors
Washington
$5.37K
Amundi
1245
Amundi
France
$5.37K -$307K -4,799 -98%
RWPA
1246
Richard W. Paul & Associates
Michigan
$4.86K
WPA
1247
West Paces Advisors
Georgia
$3.23K +$63 +1 +2%
RWM
1248
Ruedi Wealth Management
Illinois
$2.81K
SWG
1249
Summit Wealth Group
Vermont
$2K +$2K +142,027 New
OLVIG
1250
Oliver Lagore Vanvalin Investment Group
Michigan
$1.02K