IVW icon

iShares S&P 500 Growth ETF

1,294 hedge funds and large institutions have $25.1B invested in iShares S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 421 increasing their positions, 475 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,294
Holders Change
-50
Holders Change %
-3.72%
% of All Funds
20.48%
Holding in Top 10
111
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.26%
% of All Funds
1.76%
New
86
Increased
421
Reduced
475
Closed
120
Calls
$37.3M
Puts
$5.92M
Net Calls
+$31.3M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
526
Boston Family Office
Massachusetts
$1.51M
Bessemer Group
527
Bessemer Group
New Jersey
$1.49M -$25.9K -339 -2%
LWAC
528
Laurel Wealth Advisors (California)
California
$1.48M -$175K -2,295 -11%
KIG
529
Kessler Investment Group
Indiana
$1.47M -$42.5K -556 -3%
RIA
530
Regal Investment Advisors
Michigan
$1.47M -$74.9K -980 -5%
CA
531
Cornerstone Advisory
Maryland
$1.47M +$76 +1 +0%
CWA
532
Consilio Wealth Advisors
Washington
$1.47M -$103K -1,343 -7%
PPW
533
PACK Private Wealth
Minnesota
$1.45M
SKK
534
Shepherd Kaplan Krochuk
Massachusetts
$1.43M +$76 +1 +0%
GWA
535
GGM Wealth Advisors
Maryland
$1.42M
HCMG
536
Howard Capital Management Group
California
$1.39M -$9.55K -125 -0.7%
DAS
537
Dynamic Advisor Solutions
Arizona
$1.39M +$397K +5,201 +40%
RPC
538
Rossmore Private Capital
Connecticut
$1.38M
SCA
539
Snowden Capital Advisors
New York
$1.37M -$3.87M -50,718 -74%
FA
540
Fermata Advisors
California
$1.37M -$49.3K -646 -3%
CAC
541
Certified Advisory Corp
Florida
$1.35M -$67.3K -881 -5%
FPFS
542
First Personal Financial Services
North Carolina
$1.35M -$54.6K -715 -4%
SFP
543
Sandbox Financial Partners
Maryland
$1.34M -$10.8K -142 -0.8%
MFW
544
Meristem Family Wealth
Minnesota
$1.34M -$125K -1,636 -9%
JGC
545
J. Goldman & Co
New York
$1.33M +$104K +1,361 +8%
Deutsche Bank
546
Deutsche Bank
Germany
$1.32M -$481K -6,300 -27%
9WM
547
9258 Wealth Management
Ohio
$1.32M +$84.6K +1,107 +7%
BIM
548
Bridges Investment Management
Nebraska
$1.31M -$52.5K -687 -4%
1CP
549
17 Capital Partners
Arizona
$1.31M +$1.91K +25 +0.1%
CPO
550
Cerity Partners OCIO
New York
$1.3M +$511K +6,695 +65%