IVW icon

iShares S&P 500 Growth ETF

1,115 hedge funds and large institutions have $21.3B invested in iShares S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 283 increasing their positions, 457 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+111
Holders Change %
+11.06%
% of All Funds
19.78%
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.88%
New
173
Increased
283
Reduced
457
Closed
43
Calls
$4.91M
Puts
$1.45M
Net Calls
+$3.46M
Net Calls Change
-$205K
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$40.8M -$129K -2,024 -0.3%
SIA
52
Stegner Investment Associates
Kentucky
$40.7M -$25.3K -397 -0.1%
AWM
53
AE Wealth Management
Kansas
$40.4M -$4.54M -71,193 -10%
SVCP
54
Silicon Valley Capital Partners
California
$40.2M -$107K -1,671 -0.3%
1IA
55
1834 Investment Advisors
Wisconsin
$39.5M -$4.78M -74,894 -11%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$38.4M +$1.22M +19,163 +3%
CWM
57
Connecticut Wealth Management
Connecticut
$38M -$1,000K -15,662 -3%
TPCW
58
TD Private Client Wealth
New York
$37.8M +$3.82M +59,899 +11%
Financial Engines Advisors
59
Financial Engines Advisors
California
$36.9M +$1.96M +30,715 +6%
RCAG
60
Rehmann Capital Advisory Group
Michigan
$36.6M -$471K -7,390 -1%
SCM
61
SCS Capital Management
Massachusetts
$36.5M -$2.81M -44,021 -7%
PR
62
Payden & Rygel
California
$35.4M -$8.96M -140,466 -20%
MWM
63
Modera Wealth Management
New Jersey
$35.3M +$34.8M +544,571 +6,700%
MCM
64
MV Capital Management
Maryland
$34.3M -$44.9K -704 -0.1%
SPC
65
Sigma Planning Corp
Michigan
$34.1M -$1.07M -16,839 -3%
MCM
66
MAI Capital Management
Ohio
$33.5M +$1.49M +23,281 +5%
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$32.7M -$19.4M -304,403 -37%
Creative Planning
68
Creative Planning
Kansas
$31.7M +$260K +4,070 +0.8%
TCBWMS
69
Texas Capital Bank Wealth Management Services
Texas
$31.3M +$1.19M +18,707 +4%
PWM
70
Praetorian Wealth Management
California
$30.1M +$395K +6,193 +1%
KAS
71
Kestra Advisory Services
Texas
$30M +$5.35M +84,199 +22%
GT
72
Greenleaf Trust
Michigan
$29.9M -$686K -10,754 -2%
FMC
73
First Merchants Corp
Indiana
$29.3M -$2.09M -32,794 -7%
NSIM
74
North Star Investment Management
Illinois
$29.1M +$782K +12,250 +3%
PSP
75
Principal Street Partners
Tennessee
$28.6M +$13.4M +209,602 +88%