IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,257 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 378 increasing their positions, 464 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+68
Holders Change %
+5.72%
% of All Funds
20.28%
Holding in Top 10
97
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.12%
% of All Funds
1.57%
New
163
Increased
378
Reduced
464
Closed
67
Calls
$9.35M
Puts
$989K
Net Calls
+$8.36M
Net Calls Change
-$7.43M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.08B
2
AWA
2
Arete Wealth Advisors
Illinois
$780M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.02B
4
CIA
4
Choate Investment Advisors
Massachusetts
$180M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$709M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$132M
2
Bank of America
2
Bank of America
North Carolina
$961M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$53.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$387M
5
SVCP
5
Silicon Valley Capital Partners
California
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWAG
326
Compton Wealth Advisory Group
Virginia
$3.31M +$96K +1,641 +3%
NFC
327
Northeast Financial Consultants
Connecticut
$3.28M -$254K -4,350 -7%
NCM
328
Narwhal Capital Management
Georgia
$3.28M – – –
TFF
329
The Family Firm
Maryland
$3.25M -$45K -769 -1%
IP
330
Investment Partners
Ohio
$3.24M -$922K -15,760 -22%
RJT
331
Raymond James Trust
Florida
$3.24M -$118K -2,013 -4%
GRP
332
Global Retirement Partners
California
$3.23M +$404K +6,913 +14%
BFS
333
Bard Financial Services
Connecticut
$3.22M – – –
CIAS
334
Capital Investment Advisory Services
North Carolina
$3.22M -$2.35M -40,108 -42%
WP
335
WealthPLAN Partners
Nebraska
$3.2M +$3.2M +50,754 New
WIM
336
WealthPlan Investment Management
Nebraska
$3.2M -$7.07M -112,068 -69%
SCM
337
Stordahl Capital Management
Colorado
$3.19M +$14.1K +241 +0.4%
BWM
338
Baron Wealth Management
Michigan
$3.17M +$3.17M +54,221 New
MCCA
339
Mill Creek Capital Advisors
Pennsylvania
$3.15M +$3.15M +53,885 New
FCBT
340
First Citizens Bank & Trust
North Carolina
$3.15M -$2.22M -37,862 -41%
AMG
341
Asset Management Group
Connecticut
$3.07M +$14.5K +247 +0.5%
WAG
342
Winthrop Advisory Group
Massachusetts
$3.07M +$686K +11,719 +29%
AWP
343
Ascent Wealth Partners
New York
$3.07M -$13K -222 -0.4%
RFA
344
RTD Financial Advisors
Pennsylvania
$3.06M -$117K -2,000 -4%
BCWM
345
Bartlett & Co Wealth Management
Ohio
$3.05M +$1.87M +31,919 +157%
BC
346
Bartlett & Co
Ohio
$3.05M +$1.87M +31,919 +157%
MWM
347
Meridian Wealth Management
Kentucky
$3.05M -$153K -2,617 -5%
JGC
348
J. Goldman & Co
New York
$3.05M +$1.08M +18,417 +55%
RB
349
Renasant Bank
Mississippi
$3.04M -$10.8K -185 -0.4%
HCM
350
Hudson Capital Management
New Jersey
$3.03M +$152K +2,606 +5%
12 13
14
15 16