IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,257 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 378 increasing their positions, 464 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+68
Holders Change %
+5.72%
% of All Funds
20.28%
Holding in Top 10
97
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.12%
% of All Funds
1.57%
New
163
Increased
378
Reduced
464
Closed
67
Calls
$9.35M
Puts
$989K
Net Calls
+$8.36M
Net Calls Change
-$7.43M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
2
AWA
Arete Wealth Advisors
Illinois
+$230M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$215M
4
CIA
Choate Investment Advisors
Massachusetts
+$177M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$177M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$130M
2
Bank of America
Bank of America
North Carolina
-$56.4M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$39.1M
4
Goldman Sachs
Goldman Sachs
New York
-$33.3M
5
SVCP
Silicon Valley Capital Partners
California
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
551
Investmark Advisory Group
Connecticut
$1.02M +$1.02M +17,413 New
AIA
552
Arcadia Investment Advisors
Idaho
$1.02M -$112K -1,922 -10%
RIA
553
Regal Investment Advisors
Michigan
$1.02M -$43.3K -741 -4%
BOS
554
Bank of Stockton
California
$1.01M -$545K -9,310 -35%
PTC
555
Private Trust Company
Ohio
$993K -$269K -4,603 -21%
BSWA
556
Bromfield Sneider Wealth Advisors
Massachusetts
$985K – – –
VC
557
Veracity Capital
Georgia
$982K +$12.1K +207 +1%
KAH
558
Kathryn A. Hall
$969K – – –
FLPIM
559
F.L. Putnam Investment Management
Massachusetts
$967K -$102K -1,744 -10%
MPW
560
MA Private Wealth
California
$964K – – –
WAM
561
Wallington Asset Management
Indiana
$963K – – –
TSWM
562
Tyler-Stone Wealth Management
Ohio
$962K +$177K +3,030 +23%
KFI
563
Key Financial Inc
Pennsylvania
$958K – – –
HIM
564
Hotaling Investment Management
Pennsylvania
$955K – – –
BIM
565
Bridges Investment Management
Nebraska
$952K – – –
ACI
566
Alpha Cubed Investments
California
$945K -$35.1K -600 -4%
VVP
567
Venture Visionary Partners
Ohio
$944K -$8.83K -151 -0.9%
CW
568
CreativeOne Wealth
Kansas
$937K +$168K +2,866 +22%
EP
569
Eudaimonia Partners
Tennessee
$937K -$90.1K -1,540 -9%
PAMG
570
Patton Albertson Miller Group
Tennessee
$935K +$140K +2,397 +18%
CD
571
Chapin Davis
Maryland
$933K +$933K +15,952 New
AIP
572
Ahrens Investment Partners
Louisiana
$933K +$331K +5,663 +55%
WB
573
WesBanco Bank
West Virginia
$932K -$14.3K -244 -2%
FA
574
Fiduciary Alliance
South Carolina
$930K +$930K +15,892 New
SIAM
575
Sterling Investment Advisors (Missouri)
Missouri
$930K -$18.5K -317 -2%
21 22
23
24 25