IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,344 hedge funds and large institutions have $26.6B invested in iShares S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 385 increasing their positions, 426 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,344
Holders Change
+186
Holders Change %
+16.06%
% of All Funds
20.76%
Holding in Top 10
121
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21%
% of All Funds
1.87%
New
246
Increased
385
Reduced
426
Closed
38
Calls
$8.58M
Puts
$4.92M
Net Calls
+$3.66M
Net Calls Change
-$2.72M

Top Buyers

1
BFG
Barber Financial Group
Kansas
+$85.5M
2
LPL Financial
LPL Financial
California
+$64.7M
3
PIM
Parker Investment Management
California
+$59.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$58.5M
5
Mariner
Mariner
Kansas
+$53.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$129M
2
HI
Harbour Investments
Wisconsin
-$41.3M
3
EH
Equitable Holdings
New York
-$39.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$36.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
676
WesBanco Bank
West Virginia
$976K -$2.43K -29 -0.2%
FWM
677
Focused Wealth Management
New York
$975K – – –
TYCC
678
Texas Yale Capital Corp
Florida
$971K – – –
TSWM
679
Tyler-Stone Wealth Management
Ohio
$969K +$969K +11,580 New
GSEP
680
Golden State Equity Partners
California
$967K +$172K +2,058 +22%
HR
681
Hardy Reed
Mississippi
$964K -$299K -3,571 -24%
S
682
SignatureFD
Georgia
$963K -$103K -1,233 -10%
FA
683
Fountainhead AM
New Jersey
$954K +$1.09K +13 +0.1%
MMHP
684
Murphy Middleton Hinkle & Parker
Georgia
$950K +$669 +8 +0.1%
DIA
685
Dana Investment Advisors
Wisconsin
$946K +$326K +3,895 +53%
PSF
686
Pacific Sun Financial
California
$941K +$8.37K +100 +0.9%
CPIG
687
Chicago Partners Investment Group
Illinois
$939K -$50.3K -683 -5%
GAM
688
Gemmer Asset Management
California
$934K +$2.68K +32 +0.3%
SHA
689
Seneca House Advisors
Virginia
$933K -$44.3K -530 -5%
CWM
690
C2C Wealth Management
Arizona
$933K +$933K +11,151 New
ACM
691
Azimuth Capital Management
Michigan
$932K -$89.6K -1,071 -9%
BS
692
Boenning & Scattergood
Pennsylvania
$932K – – –
D
693
Dentgroup
Louisiana
$929K +$929K +11,104 New
SPIA
694
Strategic Point Investment Advisors
Rhode Island
$928K -$8.79K -105 -0.9%
CIA
695
Capital Investment Advisors
Georgia
$926K +$61.6K +736 +7%
FWCM
696
Ferguson Wellman Capital Management
Oregon
$926K +$105K +1,255 +13%
MA
697
MKT Advisors
California
$926K +$926K +12,724 New
MWM
698
McNaughton Wealth Management
California
$925K +$7.44K +93 +0.8%
CGFA
699
Colton Groome Financial Advisors
North Carolina
$921K -$26.6K -318 -3%
BCM
700
Brasada Capital Management
Texas
$920K – – –
26 27
28
29 30