IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,096 hedge funds and large institutions have $20.6B invested in iShares S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 274 increasing their positions, 480 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
-19
Holders Change %
-1.7%
% of All Funds
19.3%
Holding in Top 10
89
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-16.04%
% of All Funds
1.57%
New
75
Increased
274
Reduced
480
Closed
76
Calls
$6.35M
Puts
$2.34M
Net Calls
+$4.01M
Net Calls Change
+$544K

Top Buyers

1
FP
Financial Perspectives
Minnesota
+$82.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$79.6M
3
AIP
Ameritas Investment Partners
Nebraska
+$32.6M
4
AF
Allworth Financial
California
+$31.3M
5
WIA
World Investment Advisors
California
+$30.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$207M
2
CM
Churchill Management
California
-$200M
3
HNB
Huntington National Bank
Ohio
-$119M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$103M
5
Stifel Financial
Stifel Financial
Missouri
-$98.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
551
Alta Wealth Advisors
Massachusetts
$977K – – –
Wealth Enhancement Advisory Services
552
Wealth Enhancement Advisory Services
Minnesota
$972K +$340K +5,044 +54%
ACP
553
Arcus Capital Partners
Georgia
$969K -$1M -15,420 -51%
MCWS
554
McKinley Carter Wealth Services
West Virginia
$963K -$20.9K -321 -2%
TIA
555
Tiemann Investment Advisors
California
$955K -$2.02K -31 -0.2%
FPW
556
Flagship Private Wealth
Massachusetts
$955K +$67 +1 +0%
SCM
557
SOL Capital Management
Maryland
$953K – – –
Millennium Management
558
Millennium Management
New York
$952K +$952K +14,619 New
GT
559
Glenview Trust
Kentucky
$948K -$27K -415 -3%
VVP
560
Venture Visionary Partners
Ohio
$940K +$4.75K +73 +0.5%
Koshinski Asset Management
561
Koshinski Asset Management
Illinois
$940K +$63.8K +980 +7%
CCMD
562
Cypress Capital Management (Delaware)
Delaware
$933K – – –
RF
563
Rollins Financial
Georgia
$932K -$52K -798 -5%
JSL
564
JT Stratford LLC
Georgia
$932K +$932K +14,309 New
PA
565
PFG Advisors
Arizona
$918K -$212K -3,249 -19%
FHA
566
Flagship Harbor Advisors
Massachusetts
$913K -$23.2K -357 -2%
BBHBI
567
B, B, H, & B Inc
Alabama
$905K -$3.71M -56,989 -80%
GFP
568
Gryphon Financial Partners
Ohio
$903K – – –
NCM
569
Next Capital Management
New York
$902K – – –
FA
570
Fermata Advisors
California
$900K +$900K +13,812 New
EWF
571
Epstein & White Financial
California
$897K -$45.7K -698 -5%
FNT
572
First National Trust
Pennsylvania
$896K -$367K -5,637 -29%
VC
573
Veracity Capital
Georgia
$896K -$50.4K -774 -5%
KCM
574
Kennicott Capital Management
California
$895K +$895K +13,748 New
MWM
575
Mission Wealth Management
California
$893K -$16.9K -259 -2%
21 22
23
24 25