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
22.6%
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
UFF
4
USA Financial Formulas
Michigan
$64.2M
5
OIA
5
OneDigital Investment Advisors
Kansas
$79.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$966M
2
HNB
2
Huntington National Bank
Ohio
$180M
3
Ameriprise
3
Ameriprise
Minnesota
$535M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$291M
5
PP
5
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
1351
Fairview Capital Investment Management
California
$206K +$206K +2,737 New
PSIWM
1352
Paradigm Strategies in Wealth Management
Minnesota
$205K +$205K +2,735 New
MAG
1353
MRA Advisory Group
New Jersey
$205K +$205K +2,733 New
SAM
1354
SP Asset Management
California
$205K +$205K +2,730 New
HH
1355
Hilltop Holdings
Texas
$203K -$37.6K -500 -16%
AIM
1356
Avity Investment Management
Connecticut
$202K +$202K +2,695 New
HPC
1357
Hobart Private Capital
North Carolina
$202K +$202K +2,693 New
LA
1358
LexAurum Advisors
Kansas
$201K +$201K +2,683 New
UAS
1359
United Asset Strategies
New York
$201K +$201K +2,672 New
GCA
1360
Genesee Capital Advisors
New York
$200K +$200K +2,668 New
APW
1361
Atlantic Private Wealth
North Carolina
$197K -$87.5K -1,165 -31%
CA
1362
Crewe Advisors
Utah
$190K -$112K -1,493 -37%
TCOV
1363
Trust Company of Vermont
Vermont
$184K – – –
CTB
1364
Country Trust Bank
Illinois
$183K – – –
WAG
1365
Windsor Advisory Group
Ohio
$182K – – –
RMC
1366
Resources Management Corp
Connecticut
$181K +$376 +5 +0.2%
VAMG
1367
Voisard Asset Management Group
Michigan
$179K +$179K +2,380 New
SIS
1368
Sound Income Strategies
Florida
$179K +$159K +2,114 +798%
PCM
1369
Perritt Capital Management
Illinois
$177K +$451 +6 +0.3%
CT
1370
Colonial Trust
South Carolina
$176K – – –
PIS
1371
POM Investment Strategies
North Carolina
$173K +$173K +2,305 New
OLVIG
1372
Oliver Lagore Vanvalin Investment Group
Michigan
$169K -$17.7K -235 -9%
NSG
1373
Nalls Sherbakoff Group
Tennessee
$167K – – –
WTA
1374
Washington Trust Advisors
Massachusetts
$164K – – –
CWM
1375
Compass Wealth Management
Connecticut
$162K +$136K +1,806 +513%
53 54
55
56 57