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
$35.3M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$196M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$27M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$189M
5
HighTower Advisors
HighTower Advisors
Illinois
$95.8M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$93.6M
2
CC
Courier Capital
New York
$85.3M
3
HNB
Huntington National Bank
Ohio
$119M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.43M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$133M +$9.25M +144,932 +7%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$131M -$3.48M -54,551 -3%
Mariner
28
Mariner
Kansas
$123M +$5.47M +85,667 +5%
HNB
29
Huntington National Bank
Ohio
$119M -$110M – –
US Bancorp
30
US Bancorp
Minnesota
$114M -$1.41M -22,024 -1%
Lido Advisors
31
Lido Advisors
California
$107M -$13.5M -212,048 -11%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$96.7M -$1.65M -25,850 -2%
HighTower Advisors
33
HighTower Advisors
Illinois
$95.8M +$18.4M +287,940 +24%
WJA
34
Willis Johnson & Associates
Texas
$95.1M +$95.1M +1,490,092 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$93.6M -$281M -3,861,843 -75%
PSUF
36
People's United Financial
Connecticut
$88.4M -$5.82M -91,197 -6%
SL
37
Salomon & Ludwin
Virginia
$88.3M -$1.59M -24,838 -2%
CC
38
Courier Capital
New York
$85.3M -$264M -4,143,947 -76%
KeyBank National Association
39
KeyBank National Association
Ohio
$78.3M -$3.33M -52,111 -4%
Truist Financial
40
Truist Financial
North Carolina
$75.8M +$469K +7,351 +0.6%
VA
41
Valmark Advisers
Ohio
$75.6M -$5.04M -79,034 -6%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$72.7M +$4.22M +66,140 +6%
TAIM
43
TD Ameritrade Investment Management
Nebraska
$72.4M -$3.8M -59,505 -5%
ABTD
44
Arvest Bank Trust Division
Oklahoma
$70M -$1.92M -30,134 -3%
MMA
45
Miracle Mile Advisors
California
$62.3M +$722K +11,275 +1%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$58M -$30.3M – –
UCFA
47
United Capital Financial Advisors
Texas
$57.2M -$2.91M -45,620 -5%
LI
48
LVZ Inc
Michigan
$55.4M +$4.16M +65,208 +8%
APA
49
Allegiant Private Advisors
Florida
$54.9M +$54.9M +859,736 New
FHB
50
First Hawaiian Bank
Hawaii
$50.9M -$2.99M -46,875 -6%
1
2
3 4 5