Next Capital Management LLC Increases Holdings in iShares S&P 500 Growth ETF $IVW

Next Capital Management LLC grew its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 29.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 65,367 shares of the company’s stock after buying an additional 14,819 shares during the period. iShares S&P 500 Growth ETF accounts for about 2.6% of Next Capital Management LLC’s holdings, making the stock its 11th largest holding. Next Capital Management LLC’s holdings in iShares S&P 500 Growth ETF were worth $8,057,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of IVW. Valpey Financial Services LLC boosted its stake in iShares S&P 500 Growth ETF by 11,889.3% in the fourth quarter. Valpey Financial Services LLC now owns 712,286 shares of the company’s stock valued at $87,796,000 after acquiring an additional 706,345 shares in the last quarter. LPL Financial LLC boosted its stake in iShares S&P 500 Growth ETF by 1.8% in the fourth quarter. LPL Financial LLC now owns 19,816,481 shares of the company’s stock valued at $2,442,579,000 after acquiring an additional 357,495 shares in the last quarter. AlphaCore Capital LLC boosted its stake in 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 boosted its stake in 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. Finally, Sofi Wealth LLC boosted its stake in 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.

iShares S&P 500 Growth ETF Price Performance

NYSEARCA IVW opened at $134.60 on Monday. iShares S&P 500 Growth ETF has a 1 year low of $104.21 and a 1 year high of $141.98. The company has a market capitalization of $72.95 billion, a PE ratio of 33.33 and a beta of 1.17. The company has a fifty day moving average of $129.14 and a two-hundred day moving average of $124.26.

About iShares S&P 500 Growth ETF

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.