O Shaughnessy Asset Management LLC Raises Holdings in iShares S&P 500 Growth ETF $IVW

O Shaughnessy Asset Management LLC boosted its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 50.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 100,798 shares of the company’s stock after purchasing an additional 33,927 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $12,424,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of IVW. Valpey Financial Services LLC boosted its position in iShares S&P 500 Growth ETF by 11,889.3% during the fourth quarter. Valpey Financial Services LLC now owns 712,286 shares of the company’s stock worth $87,796,000 after purchasing an additional 706,345 shares in the last quarter. AlphaCore Capital LLC lifted its position in shares of iShares S&P 500 Growth ETF by 522.0% in the fourth quarter. AlphaCore Capital LLC now owns 299,535 shares of the company’s stock valued at $36,921,000 after acquiring an additional 251,375 shares in the last quarter. Lido Advisors LLC lifted its position in shares of iShares S&P 500 Growth ETF by 6.5% in the third quarter. Lido Advisors LLC now owns 3,639,449 shares of the company’s stock valued at $439,354,000 after acquiring an additional 221,311 shares in the last quarter. Sofi Wealth LLC lifted its position in shares of iShares S&P 500 Growth ETF by 10.4% in the fourth quarter. Sofi Wealth LLC now owns 2,104,088 shares of the company’s stock valued at $259,350,000 after acquiring an additional 198,832 shares in the last quarter. Finally, Vestmark Advisory Solutions Inc. lifted its position in shares of iShares S&P 500 Growth ETF by 231.7% in the third quarter. Vestmark Advisory Solutions Inc. now owns 273,381 shares of the company’s stock valued at $33,003,000 after acquiring an additional 190,970 shares in the last quarter.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA IVW opened at $134.59 on Wednesday. The company has a market cap of $72.94 billion, a PE ratio of 33.33 and a beta of 1.17. The stock’s 50 day simple moving average is $130.11 and its 200-day simple moving average is $124.48. iShares S&P 500 Growth ETF has a 1-year low of $104.21 and a 1-year high of $141.98.

iShares S&P 500 Growth ETF Profile

iShares S&P 500 Growth ETF, formerly iShares S&P 500 Growth Index Fund (the Growth Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500/Citigroup Growth Index (the Growth Index). The Growth Index measures the performance of the large-capitalization growth sector of the United States equity market. The Growth Index is a subset of the S&P 500 and consists of those stocks in the S&P 500 exhibiting the strongest growth characteristics.