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 %
LL
676
LPWM LLC
Minnesota
$622K -$181K -3,136 -23%
JAG
677
Journey Advisory Group
Kentucky
$618K -$46.3K -800 -7%
JIC
678
Joel Isaacson & Co
New York
$617K +$65.1K +1,124 +12%
CWM
679
Congress Wealth Management
Massachusetts
$617K +$96.6K +1,671 +19%
BFA
680
Beaumont Financial Advisors
Massachusetts
$615K +$50.2K +868 +9%
OHWP
681
Oak Harbor Wealth Partners
North Carolina
$612K +$21.5K +371 +4%
FA
682
Fiducient Advisors
Illinois
$607K
SPIA
683
Strategic Point Investment Advisors
Rhode Island
$606K -$2.89K -50 -0.5%
SWM
684
Stockman Wealth Management
Montana
$606K
BFEC
685
Benjamin F. Edwards & Company
Missouri
$603K +$16.5K +285 +3%
RWA
686
Ropes Wealth Advisors
Massachusetts
$598K +$195K +3,372 +48%
AIA
687
Arbor Investment Advisors
North Carolina
$597K -$28.6K -494 -5%
LSAG
688
Lake Street Advisors Group
New Hampshire
$596K +$58 +1 +0%
AIP
689
Ahrens Investment Partners
Louisiana
$595K -$1.72M -29,784 -74%
MA
690
MONECO Advisors
Connecticut
$592K -$9.96K -172 -2%
FRA
691
Front Row Advisors
California
$591K +$347 +6 +0.1%
FIB
692
First Interstate Bank
Montana
$591K +$102K +1,765 +21%
KW
693
KWB Wealth
California
$586K -$2.08K -36 -0.4%
RWM
694
Ritholtz Wealth Management
New York
$585K +$342K +5,908 +141%
SWA
695
Sutton Wealth Advisors
Florida
$585K
KF
696
Krilogy Financial
Missouri
$584K
LTI
697
Laffer Tengler Investments
Tennessee
$583K
FCA
698
FinTrust Capital Advisors
South Carolina
$580K -$11.1K -188 -2%
PFBT
699
Parkside Financial Bank & Trust
Missouri
$580K +$20.6K +356 +4%
WH
700
Whitcomb & Hess
Ohio
$576K +$188K +3,248 +48%