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.

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
CIAS
4
CFS Investment Advisory Services
New Jersey
$727K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$618K
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$114M 1,882,789 -405,459 -18%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$108M 1,791,662 -5,228 -0.3%
HighTower Advisors
28
HighTower Advisors
Illinois
$103M 1,708,835 +112,296 +7%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$100M 1,656,421 +141,436 +9%
US Bancorp
30
US Bancorp
Minnesota
$99.8M 1,653,675 +82,982 +5%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$85.4M 1,414,306 +50,462 +4%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$83.3M 1,379,884 -143,983 -9%
MMA
33
Miracle Mile Advisors
California
$80M 1,325,525 -8,429 -0.6%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$76.9M 1,274,611 -133,431 -9%
SL
35
Salomon & Ludwin
Virginia
$74M 1,225,889 -18,014 -1%
Truist Financial
36
Truist Financial
North Carolina
$66.3M 1,098,480 -26,920 -2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$65.7M 1,088,670 +386,230 +55%
CC
38
Courier Capital
New York
$64.5M 1,068,945 -169 -0%
AF
39
Allworth Financial
California
$61M 1,011,225 -240,449 -19%
Lido Advisors
40
Lido Advisors
California
$57.9M 959,477 -13,489 -1%
KeyBank National Association
41
KeyBank National Association
Ohio
$57.2M 948,220 -64,517 -6%
VA
42
Valmark Advisers
Ohio
$56.5M 936,850 -13,285 -1%
EH
43
Equitable Holdings
New York
$54.2M 898,109 -943,561 -51%
TAIM
44
TD Ameritrade Investment Management
Nebraska
$52M 861,041 -28,166 -3%
LI
45
LVZ Inc
Michigan
$48.9M 810,166 +2,393 +0.3%
AT
46
Arvest Trust
Oklahoma
$46.6M 772,318 -102,634 -12%
SCM
47
SCS Capital Management
Massachusetts
$46M 761,715 -61,691 -7%
HW
48
Hedeker Wealth
Illinois
$44.2M 692,165 +692,165 New
SVCP
49
Silicon Valley Capital Partners
California
$43.6M 721,667 -15,052 -2%
SIA
50
Stegner Investment Associates
Kentucky
$41.1M 681,426 -17,426 -2%
1
2
3 4 5