IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

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

Top Buyers

1
SAF
Smith Anglin Financial
Texas
+$35M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$33.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.9M
4
Lido Advisors
Lido Advisors
California
+$24.7M
5
Stifel Financial
Stifel Financial
Missouri
+$15.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$347M
2
HNB
Huntington National Bank
Ohio
-$137M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$85.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$38.4M
5
HW
Hedeker Wealth
Illinois
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
726
Stokes Family Office
Louisiana
$529K -$336K -5,809 -39%
LHC
727
Little House Capital
Massachusetts
$529K +$226K +3,913 +75%
PB
728
Pinnacle Bancorp
Nebraska
$527K – – –
PIA
729
Pinion Investment Advisors
Kansas
$522K – – –
SHFP
730
Second Half Financial Partners
Florida
$522K +$522K +9,021 New
GAM
731
Gemmer Asset Management
California
$520K +$3.64K +63 +0.7%
KFA
732
Kelleher Financial Advisors
New York
$520K +$520K +9,000 New
CAMG
733
CWA Asset Management Group
Florida
$516K -$115K -1,993 -18%
CMP
734
Courage Miller Partners
Virginia
$514K +$8.1K +140 +2%
FWA
735
FSM Wealth Advisors
Ohio
$514K +$278K +4,808 +118%
CCM
736
Covington Capital Management
California
$512K +$270K +4,676 +112%
WSTAM
737
Wilbanks Smith & Thomas Asset Management
Virginia
$510K +$39.7K +687 +8%
PFM
738
Phillips Financial Management
Indiana
$509K +$509K +8,798 New
KWM
739
Keebeck Wealth Management
Illinois
$508K +$253K +4,380 +99%
UFA
740
US Financial Advisors
Massachusetts
$506K -$38.5K -666 -7%
BWA
741
BlueSky Wealth Advisors
North Carolina
$505K +$56.1K +970 +12%
CA
742
CoreCap Advisors
Michigan
$504K -$456K -7,874 -47%
JFG
743
JMG Financial Group
Illinois
$504K – – –
RBFC
744
Roman Butler Fullerton & Co
Missouri
$503K +$628 +11 +0.1%
TWP
745
TFO Wealth Partners
Ohio
$502K – – –
PWPS
746
Pinnacle Wealth Planning Services
Ohio
$500K -$412K -7,134 -45%
HCA
747
Heck Capital Advisors
Wisconsin
$499K +$55.4K +958 +12%
HFS
748
Heritage Financial Services
Massachusetts
$498K -$347 -6 -0.1%
RWA
749
RGT Wealth Advisors
Texas
$491K – – –
VC
750
Vicus Capital
Pennsylvania
$490K -$34.1K -589 -7%
28 29
30
31 32