IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,204 hedge funds and large institutions have $18.5B invested in iShares S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 484 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
-90
Holders Change %
-6.96%
% of All Funds
20.36%
Holding in Top 10
88
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-20.72%
% of All Funds
1.49%
New
71
Increased
387
Reduced
484
Closed
144
Calls
$17.5M
Puts
$3.81M
Net Calls
+$13.7M
Net Calls Change
-$17.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$852M
3
HW
3
Hedeker Wealth
Illinois
$44.2M
4
Bank of America
4
Bank of America
North Carolina
$1.04B
5
Stifel Financial
5
Stifel Financial
Missouri
$401M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$518M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$149M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
HNB
4
Huntington National Bank
Ohio
$137M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$727K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFMBT
401
First Farmers & Merchants Bank Trust
Tennessee
$1.98M +$66.5K +1,101 +3%
BIP
402
Bouvel Investment Partners
Pennsylvania
$1.95M +$12.8K +212 +0.7%
MWM
403
Mattern Wealth Management
Kansas
$1.94M -$603K -10,000 -24%
WFAG
404
Wescott Financial Advisory Group
Pennsylvania
$1.93M +$139K +2,301 +8%
RRA
405
Round Rock Advisors
Connecticut
$1.92M -$38.1K -632 -2%
HGERS
406
Householder Group Estate & Retirement Specialist
Arizona
$1.92M +$81.4K +1,349 +4%
RWG
407
Regal Wealth Group
California
$1.9M -$30.7K -509 -2%
MGIA
408
Matthew Goff Investment Advisor
Texas
$1.87M -$7.18K -119 -0.4%
MCM
409
Manchester Capital Management
Vermont
$1.85M – – –
1WM
410
1900 Wealth Management
Texas
$1.85M +$70.6K +1,170 +4%
PFS
411
Prospera Financial Services
Texas
$1.81M -$119K -1,964 -6%
EAM
412
Evanson Asset Management
California
$1.81M +$302 +5 +0%
FCI
413
Financial Counselors Inc
Kansas
$1.81M -$7.12K -118 -0.4%
IWM
414
IHT Wealth Management
Illinois
$1.8M +$18.7K +309 +1%
CPIA
415
Cornell Pochily Investment Advisors
New York
$1.79M -$351K -5,808 -16%
VFA
416
Valeo Financial Advisors
Indiana
$1.77M -$50.2K -832 -3%
ACK
417
Andrew C. Karlinski
$1.76M -$8.87K -147 -0.5%
IFWM
418
Institute for Wealth Management
Colorado
$1.76M +$79.1K +1,311 +5%
Principal Financial Group
419
Principal Financial Group
Iowa
$1.75M +$1.75M +29,048 New
WP
420
WMS Partners
Maryland
$1.75M -$546K -9,044 -24%
RIS
421
Retirement Income Solutions
Michigan
$1.75M -$19.7K -327 -1%
PA
422
Parallel Advisors
California
$1.75M -$67K -1,110 -4%
SFS
423
Security Financial Services
Indiana
$1.75M +$374K +6,194 +27%
ZCA
424
Zeke Capital Advisors
Pennsylvania
$1.74M – – –
CSPIA
425
Cary Street Partners Investment Advisory
Virginia
$1.74M +$188K +3,114 +12%
15 16
17
18 19