IVW icon

iShares S&P 500 Growth ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
EP
526
Eudaimonia Partners
Tennessee
$1.02M -$500K -8,639 -33%
SBH
527
Segall Bryant & Hamill
Illinois
$1.02M -$473K -8,169 -32%
MCM
528
Mattern Capital Management
Colorado
$1.01M -$19.1K -331 -2%
SKK
529
Shepherd Kaplan Krochuk
Massachusetts
$1.01M -$77.6K -1,342 -7%
PA
530
PSI Advisors
Florida
$1.01M -$437K -7,546 -30%
AIS
531
American Investment Services
Massachusetts
$1M -$45.4K -784 -4%
MPW
532
MA Private Wealth
California
$997K
SFS
533
Sowell Financial Services
Arkansas
$995K +$995K +17,193 New
NCM
534
Next Capital Management
New York
$990K +$202K +3,487 +26%
TFGT
535
TS Financial Group (TSFG)
Illinois
$976K -$61.3K -1,059 -6%
BSWA
536
Bromfield Sneider Wealth Advisors
Massachusetts
$974K
LWAC
537
Laurel Wealth Advisors (California)
California
$973K -$114K -1,970 -10%
ACI
538
Alpha Cubed Investments
California
$969K -$18.5K -320 -2%
VC
539
Veracity Capital
Georgia
$959K -$348K -6,012 -27%
CTC
540
Central Trust Company
Missouri
$959K -$12.9K -223 -1%
KFI
541
Key Financial Inc
Pennsylvania
$958K
KAH
542
Kathryn A. Hall
$958K
MBT
543
Montecito Bank & Trust
California
$958K
WAM
544
Wallington Asset Management
Indiana
$952K
DY
545
Dowling & Yahnke
California
$947K -$18.8K -325 -2%
BA
546
Bellwether Advisors
Nebraska
$946K -$400K -6,915 -30%
HIM
547
Hotaling Investment Management
Pennsylvania
$945K
BIM
548
Bridges Investment Management
Nebraska
$942K -$28.9K -500 -3%
VVP
549
Venture Visionary Partners
Ohio
$942K -$2.37K -41 -0.3%
SIAM
550
Sterling Investment Advisors (Missouri)
Missouri
$938K +$34.4K +595 +4%