IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,115 hedge funds and large institutions have $21.3B invested in iShares S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 283 increasing their positions, 457 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+111
Holders Change %
+11.06%
% of All Funds
19.78%
Holding in Top 10
106
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.88%
New
173
Increased
283
Reduced
457
Closed
43
Calls
$4.91M
Puts
$1.45M
Net Calls
+$3.46M
Net Calls Change
-$205K

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$34.8M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$27M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$19.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$18.4M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$281M
2
CC
Courier Capital
New York
-$264M
3
HNB
Huntington National Bank
Ohio
-$110M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$107M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
301
Charter Oak Capital Management
New Hampshire
$4.04M +$4.04M +63,308 New
B
302
Bailard
California
$4.04M +$82.7K +1,296 +2%
BAM
303
Belpointe Asset Management
Nevada
$3.99M +$1.02M +15,956 +34%
FMBTD
304
First Midwest Bank Trust Division
Illinois
$3.97M +$628K +9,846 +19%
CRC
305
Curi RMB Capital
Illinois
$3.93M -$47K -736 -1%
Two Sigma Advisers
306
Two Sigma Advisers
New York
$3.93M +$3.93M +61,600 New
RIS
307
Retirement Income Solutions
Michigan
$3.89M +$111K +1,732 +3%
PWA
308
Peterson Wealth Advisors
Utah
$3.89M -$2.23K -35 -0.1%
BCM
309
BTC Capital Management
Iowa
$3.88M – – –
SCM
310
Stordahl Capital Management
Colorado
$3.83M +$292K +4,568 +8%
AMG
311
Asset Management Group
Connecticut
$3.81M +$7.28K +114 +0.2%
CCM
312
Colorado Capital Management
Colorado
$3.77M -$90.6K -1,422 -2%
NCM
313
Narwhal Capital Management
Georgia
$3.69M – – –
RJT
314
Raymond James Trust
Florida
$3.69M +$97.4K +1,526 +3%
NB
315
Northwest Bancshares
Pennsylvania
$3.67M -$28.3K -444 -0.8%
OC
316
Oppenheimer & Co
New York
$3.66M +$257K +4,030 +8%
TNB
317
Thomasville National Bank
Georgia
$3.64M -$398K -6,231 -10%
CCFM
318
Clear Creek Financial Management
Washington
$3.63M +$3.63M +56,883 New
AB
319
Atlas Brown
Kentucky
$3.62M -$110K -1,728 -3%
HCM
320
Hudson Capital Management
New Jersey
$3.6M -$144K -2,179 -4%
TFF
321
The Family Firm
Maryland
$3.57M +$71.1K +1,128 +2%
SWMP
322
Signature Wealth Management Partners
New Jersey
$3.56M +$3.56M +55,766 New
OAM
323
Oppenheimer Asset Management
New York
$3.54M +$236K +3,701 +7%
PFP
324
Pinnacle Financial Partners
Tennessee
$3.53M -$102K -1,580 -3%
RA
325
RiverTree Advisors
Florida
$3.53M +$3.53M +55,264 New
11 12
13
14 15