IVW icon

iShares S&P 500 Growth ETF

1,335 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 417 increasing their positions, 488 reducing their positions, and 41 closing their positions.

Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.67%
New
136
Increased
417
Reduced
488
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M
Name Market Value Shares Shares
Change
Shares
Change %
CFO
201
Callan Family Office
Pennsylvania
$9.36M 132,734 -7,230 -5%
PWAG
202
Polaris Wealth Advisory Group
California
$9.27M 131,512 +7,381 +6%
WANY
203
Wealthspire Advisors (New York)
New York
$9.23M 130,995 -1,147 -0.9%
LNWWM
204
Laird Norton Wetherby Wealth Management
California
$9.13M 129,540
AAS
205
Ameritas Advisory Services
Nebraska
$9.1M 130,828 -143,435 -52%
RWS
206
Resolute Wealth Strategies
Mississippi
$9.05M 128,476 -364 -0.3%
YIA
207
YHB Investment Advisors
Connecticut
$8.96M 127,075 +270 +0.2%
LFAS
208
Level Four Advisory Services
Texas
$8.87M 125,879 +10,096 +9%
CFA
209
Camarda Financial Advisors
Florida
$8.84M 125,496 -114,671 -48%
William Blair & Company
210
William Blair & Company
Illinois
$8.78M 124,596 -5,246 -4%
SHFP
211
Second Half Financial Partners
Florida
$8.77M 124,480 +115,475 +1,282%
KOC
212
Koss-Olinger Consulting
Florida
$8.74M 123,936 +1,085 +0.9%
SWP
213
Stratos Wealth Partners
Ohio
$8.71M 123,629 +12,776 +12%
FTS
214
Fifth Third Securities
Ohio
$8.62M 122,282 +1,022 +0.8%
TRCT
215
Tower Research Capital (TRC)
New York
$8.56M 121,384 +120,864 +23,243%
ATC
216
Argent Trust Co
Tennessee
$8.52M 120,892 -287 -0.2%
EWA
217
EP Wealth Advisors
California
$8.44M 4,466 -85,798 -95%
RWM
218
RKL Wealth Management
Pennsylvania
$8.44M 119,687 +1,232 +1%
GS
219
GTS Securities
New York
$8.42M 119,454 +119,454 New
EWM
220
EPG Wealth Management
Georgia
$8.41M 119,260 -1,241 -1%
GVAG
221
Great Valley Advisor Group
Delaware
$8.36M 118,685 -1,777 -1%
RF
222
Rollins Financial
Georgia
$8.35M 118,422 -17,887 -13%
AAS
223
Asset Allocation Strategies
Michigan
$8.28M 117,489 +95,780 +441%
IC
224
IEQ Capital
California
$8.27M 117,392 +1,024 +0.9%
PFG
225
Pacific Financial Group
Washington
$8.24M 116,902 -225 -0.2%