IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

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

Top Buyers

1
LPL Financial
1
LPL Financial
California
$402M
2
PP
2
Prudential plc
United Kingdom
$57.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$987M
4
PA
4
Probity Advisors
Texas
$38.3M
5
SEM
5
Strategic Equity Management
Arizona
$39M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B
2
EWA
2
EP Wealth Advisors
California
$8.44M
3
MMA
3
Miracle Mile Advisors
California
$17.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.3M
5
Bank of America
5
Bank of America
North Carolina
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
251
Cahaba Wealth Management
Georgia
$6.74M 95,603 -4,609 -5%
SIAS
252
Summit Investment Advisory Services
Minnesota
$6.71M 95,157 -781 -0.8%
PAG
253
Private Advisory Group
Washington
$6.66M 94,443 -6,144 -6%
SF
254
Synovus Financial
Georgia
$6.65M 94,397 -1,258 -1%
HFW
255
Horizon Family Wealth
Illinois
$6.59M 93,564 -7,934 -8%
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$6.57M 93,213 +3,066 +3%
AIA
257
Arrow Investment Advisors
Maryland
$6.55M 92,967 +92,967 New
HW
258
Hancock Whitney
Mississippi
$6.54M 92,722 -3,740 -4%
PAIM
259
Punch & Associates Investment Management
Minnesota
$6.51M 92,353 -400 -0.4%
BRWA
260
B. Riley Wealth Advisors
Florida
$6.46M 91,698 -518 -0.6%
IWC
261
Integrated Wealth Concepts
Massachusetts
$6.44M 91,365 +25,203 +38%
CWAG
262
Compton Wealth Advisory Group
Virginia
$6.43M 91,240 -92 -0.1%
TA
263
Tactive Advisors
Florida
$6.39M 90,634 -27,691 -23%
AWM
264
Apollon Wealth Management
South Carolina
$6.32M 89,623 +1,455 +2%
LWA
265
LWS Wealth Advisors
New Jersey
$6.28M 89,045 -40,437 -31%
Bessemer Group
266
Bessemer Group
New Jersey
$6.25M 88,697 +1,885 +2%
SS
267
Simplicity Solutions
Minnesota
$6.23M 88,388 -126,927 -59%
BFG
268
Bleakley Financial Group
New Jersey
$6.23M 88,388 -633 -0.7%
CCM
269
Coldstream Capital Management
Washington
$6.22M 88,288 -1,322 -1%
FP
270
Financial Perspectives
Minnesota
$6.19M 87,809 +2,275 +3%
ATPW
271
Ashton Thomas Private Wealth
Arizona
$6.14M 87,167 +9,068 +12%
HCC
272
Hirtle Callaghan & Co
Pennsylvania
$6.08M 86,257 +12,221 +17%
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.05M 85,835 +11,859 +16%
EWA
274
Exencial Wealth Advisors
Oklahoma
$6.04M 85,704 -525 -0.6%
EPA
275
Element Pointe Advisors
Florida
$6.04M 85,692 – –
9 10
11
12 13