IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,344 hedge funds and large institutions have $26.6B invested in iShares S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 385 increasing their positions, 426 reducing their positions, and 38 closing their positions.

Holders
1,344
Holders Change
+186
Holders Change %
+16.06%
% of All Funds
20.76%
Holding in Top 10
121
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21%
% of All Funds
1.87%
New
246
Increased
385
Reduced
426
Closed
38
Calls
$8.58M
Puts
$4.92M
Net Calls
+$3.66M
Net Calls Change
-$2.72M

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$215M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$114M
3
BFG
3
Barber Financial Group
Kansas
$85.5M
4
AT
4
Arvest Trust
Oklahoma
$77.2M
5
LPL Financial
5
LPL Financial
California
$518M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$155M
2
HI
2
Harbour Investments
Wisconsin
$7.43M
3
EH
3
Equitable Holdings
New York
$156M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$230M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$986M
Name Market Value Shares Shares
Change 		Shares
Change %
SCG
251
Sonata Capital Group
Washington
$7.66M 91,515 -2,603 -3%
National Bank of Canada
252
National Bank of Canada
Quebec, Canada
$7.58M 90,550 +90,550 New
FA
253
Flagstar Advisors
New York
$7.58M 90,565 +7,285 +9%
CWM
254
Cranbrook Wealth Management
Michigan
$7.56M 90,303 -3,048 -3%
CWM
255
Cahaba Wealth Management
Georgia
$7.48M 89,337 -1,578 -2%
HI
256
Harbour Investments
Wisconsin
$7.43M 88,804 -493,424 -85%
AF
257
Advisornet Financial
Minnesota
$7.4M 88,477 +525 +0.6%
AWM
258
Apollon Wealth Management
South Carolina
$7.35M 87,833 +38,658 +79%
FP
259
Financial Perspectives
Minnesota
$7.3M 87,258 +1,054 +1%
Cerity Partners
260
Cerity Partners
New York
$7.25M 86,600 +10,531 +14%
GWAM
261
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.21M 86,124 +2,175 +3%
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$7.12M 85,070 -4,119 -5%
NFG
263
Next Financial Group
Texas
$7.05M 84,210 -3,198 -4%
PWAC
264
Private Wealth Advisors (California)
California
$6.87M 82,116 -45 -0.1%
DADC
265
D.A. Davidson & Co
Montana
$6.8M 81,287 -1,165 -1%
EPA
266
Element Pointe Advisors
Florida
$6.69M 79,944 -9,144 -10%
Natixis Advisors
267
Natixis Advisors
Massachusetts
$6.66M 79,536 +9,361 +13%
PW
268
Peninsula Wealth
California
$6.6M 78,917 -3,024 -4%
WP
269
Wealthspan Partners
Iowa
$6.6M 78,888 +78,888 New
NFG
270
Nations Financial Group
Iowa
$6.58M 78,619 +1,584 +2%
WA
271
Wealth Alliance
New York
$6.5M 77,677 +6,781 +10%
TFA
272
Triad Financial Advisors
North Carolina
$6.34M 75,807 +75,807 New
RSWM
273
Robertson Stephens Wealth Management
California
$6.31M 75,453 +3,395 +5%
LBC
274
Lowe Brockenbrough & Co
Virginia
$6.24M 74,555 +64 +0.1%
VC
275
Vestor Capital
Illinois
$6.15M 73,498 -1,536 -2%
9 10
11
12 13