IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,189 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 410 increasing their positions, 413 reducing their positions, and 70 closing their positions.

Holders
1,189
Holders Change
-15
Holders Change %
-1.25%
% of All Funds
20.56%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.47%
New
70
Increased
410
Reduced
413
Closed
70
Calls
$17.6M
Puts
$1.79M
Net Calls
+$15.8M
Net Calls Change
+$2.11M

Top Buyers

1
SAF
1
Smith Anglin Financial
Texas
$35M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$129M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$526M
4
Lido Advisors
4
Lido Advisors
California
$80.2M
5
Stifel Financial
5
Stifel Financial
Missouri
$400M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.76B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
HW
4
Hedeker Wealth
Illinois
$3.79M
5
AAP
5
Arax Advisory Partners
Colorado
$293K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$120M 2,081,480 +719 +0%
US Bancorp
27
US Bancorp
Minnesota
$110M 1,902,936 +249,261 +15%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$102M 1,765,048 -26,614 -1%
HighTower Advisors
29
HighTower Advisors
Illinois
$98.9M 1,710,394 +1,559 +0.1%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$91.7M 1,580,796 -301,993 -16%
MMA
31
Miracle Mile Advisors
California
$80.2M 1,386,218 +60,693 +5%
Lido Advisors
32
Lido Advisors
California
$80.2M 1,386,015 +426,538 +44%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$77.6M 1,341,722 -38,162 -3%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$74.5M 1,288,623 +14,012 +1%
SL
35
Salomon & Ludwin
Virginia
$71.1M 1,228,569 +2,680 +0.2%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$63.2M 1,092,874 +4,204 +0.4%
CC
37
Courier Capital
New York
$61.1M 1,056,455 -12,490 -1%
AF
38
Allworth Financial
California
$60.6M 1,046,866 +35,641 +4%
Truist Financial
39
Truist Financial
North Carolina
$59.9M 1,036,161 -62,319 -6%
VA
40
Valmark Advisers
Ohio
$53.4M 923,492 -13,358 -1%
KeyBank National Association
41
KeyBank National Association
Ohio
$53.4M 922,774 -25,446 -3%
EH
42
Equitable Holdings
New York
$49.9M 862,130 -35,979 -4%
LI
43
LVZ Inc
Michigan
$48.4M 837,099 +26,933 +3%
TAIM
44
TD Ameritrade Investment Management
Nebraska
$47.4M 818,980 -42,061 -5%
AT
45
Arvest Trust
Oklahoma
$44.4M 767,265 -5,053 -0.7%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$42M 726,131 +100,813 +16%
SVCP
47
Silicon Valley Capital Partners
California
$41.5M 717,271 -4,396 -0.6%
SIA
48
Stegner Investment Associates
Kentucky
$41M 701,993 +20,567 +3%
MCM
49
MAI Capital Management
Ohio
$40.8M 705,811 +56,410 +9%
SCM
50
SCS Capital Management
Massachusetts
$40.4M 698,795 -62,920 -8%
1
2
3 4 5