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.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.05%
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
SEM
4
Strategic Equity Management
Arizona
$39M
5
MWM
5
Modera Wealth Management
New Jersey
$56.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B
2
EWA
2
EP Wealth Advisors
California
$8.44M
3
HNB
3
Huntington National Bank
Ohio
$173M
4
MMA
4
Miracle Mile Advisors
California
$17.5M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
351
Midwest Financial Group
Kansas
$3.75M -$54K -766 -1%
ONB
352
Old National Bancorp
Indiana
$3.75M -$173K -2,453 -4%
Prudential Financial
353
Prudential Financial
New Jersey
$3.73M +$929K +13,187 +33%
BAM
354
Belpointe Asset Management
Nevada
$3.72M +$88.3K +1,253 +2%
AI
355
Atria Investments
North Carolina
$3.72M +$1.44M +20,473 +63%
AMG
356
Asset Management Group
Connecticut
$3.69M -$27.2K -386 -0.7%
WAG
357
Winthrop Advisory Group
Massachusetts
$3.67M -$29K -412 -0.8%
UBG
358
United Bank (Georgia)
Georgia
$3.66M -$233K -3,301 -6%
WPW
359
Watershed Private Wealth
Illinois
$3.63M -$175K -2,480 -5%
Vontobel Holding
360
Vontobel Holding
Switzerland
$3.55M -$70.3K -998 -2%
BCM
361
BTC Capital Management
Iowa
$3.53M – – –
RFA
362
RTD Financial Advisors
Pennsylvania
$3.53M -$63.4K -899 -2%
OFG
363
Oxford Financial Group
Indiana
$3.51M – – –
DWT
364
Dorsey & Whitney Trust
South Dakota
$3.48M -$107K -1,522 -3%
RB
365
Renasant Bank
Mississippi
$3.46M +$42.9K +609 +1%
HCM
366
Hudson Capital Management
New Jersey
$3.44M -$112K -1,583 -3%
WSFS
367
Wilmington Savings Fund Society
Delaware
$3.41M -$326K -4,622 -9%
1WM
368
1900 Wealth Management
Texas
$3.4M +$390K +5,534 +13%
TCBWMS
369
Texas Capital Bank Wealth Management Services
Texas
$3.36M -$630K -8,943 -16%
MCA
370
MSH Capital Advisors
Arizona
$3.35M +$117K +1,665 +4%
ULWM
371
Upper Left Wealth Management
Florida
$3.34M -$5.64K -80 -0.2%
MFG
372
Merit Financial Group
Georgia
$3.33M -$74.9K -1,063 -2%
CFG
373
Cosner Financial Group
Colorado
$3.31M +$3.31M +46,893 New
NCM
374
Next Capital Management
New York
$3.29M -$1.02M -14,485 -24%
HWA
375
Hilltop Wealth Advisors
North Carolina
$3.27M -$69.8K -991 -2%
13 14
15
16 17