IVW icon

iShares S&P 500 Growth ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
DCM
1501
Davis Capital Management
Florida
$17.3K 231 +231 New
MIM
1502
Macroview Investment Management
Maryland
$17.1K 228 +1 +0.4%
HIIFS
1503
Harel Insurance Investments & Financial Services
Israel
$17K 220
DWMG
1504
DB Wealth Management Group
California
$16.4K 219 +1 +0.5%
BCM
1505
Basso Capital Management
Connecticut
$15.1K 201 -67 -25%
VCM
1506
Versant Capital Management
Arizona
$15K 200
CCMI
1507
Creative Capital Management Investments
California
$15K 200
TVAMP
1508
Tennessee Valley Asset Management Partners
Tennessee
$14.8K 197 +197 New
CAM
1509
Creekmur Asset Management
Illinois
$13.4K 178 +178 New
QPBE
1510
Quintet Private Bank (Europe)
Luxembourg
$13.1K 175
PWMG
1511
Provence Wealth Management Group
California
$12.2K 163
AW
1512
Avion Wealth
Texas
$12K 156
KWAG
1513
Kiely Wealth Advisory Group
North Carolina
$11.7K 149 +149 New
NC
1514
NewSquare Capital
Pennsylvania
$11.7K 156
EAM
1515
Eukles Asset Management
Ohio
$11.1K 148
NRG
1516
Nemes Rush Group
Michigan
$10.9K 145
MTIC
1517
Missouri Trust & Investment Company
Missouri
$10.7K 142
FUBT
1518
First United Bank & Trust
Maryland
$10.5K 140 +140 New
Loomis, Sayles & Company
1519
Loomis, Sayles & Company
Massachusetts
$10K 137 +137 New
DJSG
1520
D.J. St. Germain
Massachusetts
$9.99K 133
FMB
1521
Field & Main Bank
Kentucky
$9.61K 128
AIMA
1522
Ables Iannone Moore & Associates
Georgia
$7.89K 105 +105 New
NL
1523
NVWM LLC
Pennsylvania
$7.29K 97 -10 -9%
RWPA
1524
Richard W. Paul & Associates
Michigan
$5.71K 76
B
1525
Birchbrook
Maine
$5.41K 72 +72 New