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 %
BBPWM
826
Blue Bell Private Wealth Management
Pennsylvania
$376K
ST
827
Sabal Trust
Florida
$375K
KWM
828
Kingsview Wealth Management
Oregon
$373K -$76K -1,314 -17%
TW
829
TrinityPoint Wealth
Connecticut
$373K +$66.3K +1,145 +22%
FFS
830
Founders Financial Securities
Maryland
$372K +$372K +6,431 New
BCP
831
Blue Chip Partners
Michigan
$371K -$17.1K -296 -4%
WJWM
832
Williams Jones Wealth Management
New York
$371K
MWAM
833
Manhattan West Asset Management
California
$368K -$8.45K -146 -2%
PO
834
Private Ocean
California
$368K
FANJ
835
Financial Architects (New Jersey)
New Jersey
$367K +$367K +6,341 New
FC
836
Fusion Capital
South Carolina
$365K -$11.5K -198 -3%
MWA
837
Monograph Wealth Advisors
California
$362K
APW
838
Atlantic Private Wealth
North Carolina
$362K +$983 +17 +0.3%
BTWM
839
Baker Tilly Wealth Management
Wisconsin
$360K +$35K +605 +11%
BTI
840
Blue Trust Inc
Georgia
$356K +$113K +1,869 +46%
GIA
841
Guyasuta Investment Advisors
Pennsylvania
$355K
IWA
842
Icon Wealth Advisors
Texas
$351K +$351K +6,059 New
FAM
843
Formidable Asset Management
Ohio
$350K -$43K -700 -11%
NP
844
NorthRock Partners
Minnesota
$349K
LJAC
845
L.J. Altfest & Co
New York
$347K
DSC
846
Duncker Streett & Co
Missouri
$346K -$89.6K -1,550 -21%
CFA
847
CWS Financial Advisors
Michigan
$346K
CWP
848
Corepath Wealth Partners
Arizona
$346K
EIA
849
Eldridge Investment Advisors
New Hampshire
$345K
WTB
850
Washington Trust Bank
Washington
$344K