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 %
National Bank of Canada
351
National Bank of Canada
Quebec, Canada
$3.03M -$1.87M -31,888 -38%
BAM
352
Belpointe Asset Management
Nevada
$3M -$379K -6,477 -11%
WPW
353
Watershed Private Wealth
Illinois
$3M +$3M +51,276 New
MWM
354
Mission Wealth Management
California
$2.99M -$422K -7,209 -12%
IAG
355
Investment Advisory Group
Massachusetts
$2.98M +$18.7K +319 +0.6%
WSFS
356
Wilmington Savings Fund Society
Delaware
$2.95M +$177K +3,018 +6%
BCM
357
BTC Capital Management
Iowa
$2.93M – – –
OFG
358
Oxford Financial Group
Indiana
$2.92M -$721K -12,330 -20%
DWT
359
Dorsey & Whitney Trust
South Dakota
$2.9M +$578K +9,878 +25%
HSBC Holdings
360
HSBC Holdings
United Kingdom
$2.87M +$2.87M +49,100 New
BCMLT
361
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.86M +$13.7K +235 +0.5%
OCM
362
Objective Capital Management
Ohio
$2.84M +$16.8K +288 +0.6%
HWA
363
Hilltop Wealth Advisors
North Carolina
$2.83M -$310K -5,295 -10%
MFG
364
Merit Financial Group
Georgia
$2.82M -$305K -5,219 -10%
CIC
365
Carnegie Investment Counsel
Ohio
$2.81M +$539K +9,214 +24%
EWM
366
Evercore Wealth Management
New York
$2.72M – – –
BSW
367
Buckingham Strategic Wealth
Missouri
$2.71M +$34.6K +592 +1%
KPWS
368
Kestra Private Wealth Services
Texas
$2.71M -$1.52M -26,064 -36%
AB
369
Atlas Brown
Kentucky
$2.68M -$104K -1,772 -4%
IWC
370
Integrated Wealth Concepts
Massachusetts
$2.68M -$1.27M -21,732 -32%
MCA
371
MSH Capital Advisors
Arizona
$2.65M -$99.2K -1,695 -4%
AIG
372
American International Group
New York
$2.65M -$2.26M -38,700 -46%
CT
373
Cambridge Trust
Massachusetts
$2.64M -$92.5K -1,581 -3%
MAM
374
MMA Asset Management
Pennsylvania
$2.58M -$8.05M -137,525 -76%
ANTB
375
AMG National Trust Bank
Colorado
$2.57M +$273K +4,670 +12%
13 14
15
16 17