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
+$34.8M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$27M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$19.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$18.4M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$281M
2
CC
Courier Capital
New York
-$264M
3
HNB
Huntington National Bank
Ohio
-$110M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$107M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
526
WESPAC Advisors
California
$1.23M +$120K +1,886 +11%
SKK
527
Shepherd Kaplan Krochuk
Massachusetts
$1.23M – – –
SIAM
528
Sterling Investment Advisors (Missouri)
Missouri
$1.22M -$54K -846 -4%
CWC
529
Carolinas Wealth Consulting
North Carolina
$1.22M -$47.6K -746 -4%
CC
530
Chicago Capital
Illinois
$1.22M +$1.22M +19,156 New
NEPWA
531
New England Private Wealth Advisors
Massachusetts
$1.21M +$1.53K +24 +0.1%
CS
532
Credit Suisse
Switzerland
$1.21M – – –
BA
533
Bellwether Advisors
Nebraska
$1.2M +$1.2M +18,880 New
BBHC
534
Brown Brothers Harriman & Co
New York
$1.2M +$863K +13,520 +257%
LWCFA
535
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.19M +$1.19M +18,664 New
BIM
536
Bridges Investment Management
Nebraska
$1.18M -$208K -3,261 -15%
Prudential Financial
537
Prudential Financial
New Jersey
$1.18M +$131K +2,050 +13%
MBT
538
Montecito Bank & Trust
California
$1.18M +$65.2K +1,022 +6%
HCMNY
539
Howard Capital Management (New York)
New York
$1.17M – – –
FLPIM
540
F.L. Putnam Investment Management
Massachusetts
$1.16M -$203K -3,184 -15%
MYIA
541
Mount Yale Investment Advisors
Colorado
$1.16M +$1.16M +18,169 New
4WM
542
4J Wealth Management
Virginia
$1.15M +$1.15M +18,088 New
NA
543
NewEdge Advisors
Louisiana
$1.15M -$2.81M -43,991 -71%
SWM
544
SeaCrest Wealth Management
New York
$1.13M +$18.6K +292 +2%
PCA
545
Personal Capital Advisors
California
$1.13M +$267K +4,187 +31%
DAS
546
Dynamic Advisor Solutions
Arizona
$1.13M -$407K -6,374 -26%
MCC
547
Money Concepts Capital
Florida
$1.11M +$1.11M +17,451 New
AA
548
Argent Advisors
Louisiana
$1.11M -$248K -3,883 -18%
JFA
549
JNBA Financial Advisors
Minnesota
$1.11M +$18.4K +289 +2%
IA
550
Insight Advisors
Pennsylvania
$1.11M +$1.11M +17,367 New
20 21
22
23 24