IVW icon

iShares S&P 500 Growth ETF

1,096 hedge funds and large institutions have $20.6B invested in iShares S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 274 increasing their positions, 480 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
-19
Holders Change %
-1.7%
% of All Funds
19.3%
Holding in Top 10
89
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-16.04%
% of All Funds
1.57%
New
75
Increased
274
Reduced
480
Closed
76
Calls
$6.35M
Puts
$2.34M
Net Calls
+$4.01M
Net Calls Change
+$544K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
226
Cranbrook Wealth Management
Michigan
$6.46M -$641K -9,838 -9%
MA
227
Mutual Advisors
Nebraska
$6.35M -$4.89M -75,073 -43%
CWM
228
Cahaba Wealth Management
Georgia
$6.34M -$466K -7,165 -7%
SCG
229
Sonata Capital Group
Washington
$6.33M -$238K -3,650 -4%
KFAA
230
Klaas Financial Asset Advisors
Illinois
$6.32M -$1.98M -30,333 -24%
VWA
231
Visionary Wealth Advisors
Illinois
$6.3M +$491K +7,548 +8%
Squarepoint
232
Squarepoint
New York
$6.28M +$3.54M +54,361 +129%
AWM
233
Avior Wealth Management
Nebraska
$6.26M -$1.88M -28,940 -23%
LFAS
234
Level Four Advisory Services
Texas
$6.21M -$1.17M -18,034 -16%
AIC
235
Ameritas Investment Company
Nebraska
$6.1M -$1.22M -18,679 -17%
FTUS
236
Flow Traders U.S.
New York
$6.05M +$6.05M +92,857 New
WFA
237
Wellspring Financial Advisors
Ohio
$5.98M -$15.9M -96,542 -73%
AF
238
Advisornet Financial
Minnesota
$5.8M +$87.2K +1,339 +2%
EPA
239
Element Pointe Advisors
Florida
$5.8M
HCM
240
Howard Capital Management
Georgia
$5.79M +$251K +3,639 +5%
TA
241
Tiedemann Advisors
New York
$5.68M +$145K +2,226 +3%
LWP
242
Laurel Wealth Planning
Minnesota
$5.68M +$305K +4,690 +6%
SWP
243
Stratos Wealth Partners
Ohio
$5.55M +$780K +11,984 +16%
NA
244
Nottingham Advisors
New York
$5.52M +$1.94M +29,120 +54%
GWAM
245
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.52M -$93.3K -1,433 -2%
RFM
246
Royal Fund Management
Florida
$5.49M -$7.62M -116,990 -58%
PWAC
247
Private Wealth Advisors (California)
California
$5.44M -$420K -6,456 -7%
BRWA
248
B. Riley Wealth Advisors
Florida
$5.43M +$696K +10,685 +15%
Citadel Advisors
249
Citadel Advisors
Florida
$5.39M -$5.43M -83,357 -50%
NFG
250
Next Financial Group
Texas
$5.3M -$842K -12,930 -14%