IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,335 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 417 increasing their positions, 488 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.05%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.67%
New
136
Increased
417
Reduced
488
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M

Top Buyers

1
LPL Financial
LPL Financial
California
+$54.6M
2
PP
Prudential plc
United Kingdom
+$54.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.5M
4
SEM
Strategic Equity Management
Arizona
+$38.2M
5
MWM
Modera Wealth Management
New Jersey
+$33.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$247M
2
EWA
EP Wealth Advisors
California
-$162M
3
HNB
Huntington National Bank
Ohio
-$153M
4
MMA
Miracle Mile Advisors
California
-$42.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
601
Wallington Asset Management
Indiana
$1.09M – – –
SPWG
602
Syntegra Private Wealth Group
Missouri
$1.09M +$183K +2,593 +20%
CWP
603
Curated Wealth Partners
California
$1.09M – – –
OPWM
604
Oxinas Partners Wealth Management
Indiana
$1.08M -$10.2K -145 -0.9%
VC
605
Veracity Capital
Georgia
$1.06M -$132K -1,875 -11%
KFS
606
Kelly Financial Services
Massachusetts
$1.06M +$1.04M +14,814 +7,407%
BFEC
607
Benjamin F. Edwards & Company
Missouri
$1.05M +$323K +4,590 +44%
RIL
608
Rothschild Investment LLC
Illinois
$1.05M -$50.2K -712 -5%
LC
609
LTG Capital
Massachusetts
$1.05M -$59.8K -848 -5%
PIM
610
Progressive Investment Management
Oregon
$1.05M – – –
CA
611
CoreCap Advisors
Michigan
$1.05M +$1.05M +14,890 New
CA
612
Cornerstone Advisory
Maryland
$1.04M -$10.3K -146 -1%
SIAM
613
Sterling Investment Advisors (Missouri)
Missouri
$1.03M -$31.2K -443 -3%
MG
614
Mather Group
Illinois
$1.03M +$35K +496 +4%
CS
615
Capital Square
Tennessee
$1.03M +$7.82K +111 +0.8%
9WM
616
9258 Wealth Management
Ohio
$1.03M +$7.61K +108 +0.7%
CWS
617
Confluence Wealth Services
Pennsylvania
$1.02M -$61.1K -867 -6%
CIR
618
Clear Investment Research
Georgia
$1.01M -$4.3K -61 -0.4%
NEPWA
619
New England Private Wealth Advisors
Massachusetts
$1.01M +$352 +5 +0%
DCM
620
Dimension Capital Management
Florida
$1.01M -$22.2K -315 -2%
ES
621
Eagle Strategies
New York
$1.01M +$72.5K +1,028 +8%
GCP
622
GSA Capital Partners
United Kingdom
$1.01M +$1.01M +14,300 New
Deutsche Bank
623
Deutsche Bank
Germany
$1.01M +$38K +539 +4%
BCG
624
Breakwater Capital Group
New Jersey
$999K +$33.5K +476 +3%
PFBT
625
Parkside Financial Bank & Trust
Missouri
$994K +$31.8K +451 +3%
23 24
25
26 27