IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,294 hedge funds and large institutions have $25.1B invested in iShares S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 421 increasing their positions, 475 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,294
Holders Change
-50
Holders Change %
-3.72%
% of All Funds
20.48%
Holding in Top 10
111
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.26%
% of All Funds
1.76%
New
86
Increased
421
Reduced
475
Closed
120
Calls
$37.3M
Puts
$5.92M
Net Calls
+$31.3M
Net Calls Change
+$27.7M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$581M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$295M
3
Osaic Holdings
Osaic Holdings
Arizona
+$278M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$228M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$175M

Top Sellers

1
CM
Churchill Management
California
-$256M
2
HNB
Huntington National Bank
Ohio
-$155M
3
PIM
Parker Investment Management
California
-$104M
4
Lido Advisors
Lido Advisors
California
-$80.3M
5
BFG
Barber Financial Group
Kansas
-$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
876
Wealthquest
Ohio
$428K – – –
CFO
877
CVA Family Office
Colorado
$428K – – –
MWA
878
Martel Wealth Advisors
Washington
$427K +$12.5K +180 +3%
AWM
879
Axxcess Wealth Management
California
$426K – – –
FPIS
880
Financial Planning & Information Services
Wisconsin
$425K – – –
WCM
881
WealthBridge Capital Management
Ohio
$424K -$4.28K -56 -1%
PPP
882
Private Portfolio Partners
New Jersey
$423K -$61.1K -800 -13%
BOPW
883
Brandywine Oak Private Wealth
Pennsylvania
$421K – – –
PL
884
Parthenon LLC
Kentucky
$419K – – –
GP
885
Girard Partners
Pennsylvania
$418K -$309K -4,044 -42%
CWP
886
Corepath Wealth Partners
Arizona
$413K -$24.5K -350 -6%
ATC
887
Argent Trust Co
Tennessee
$413K +$39.7K +520 +11%
ACM
888
Allred Capital Management
Texas
$412K -$1.69M -22,069 -80%
WA1
889
Wimmer Associates 1
California
$412K – – –
KFI
890
Key Financial Inc
Pennsylvania
$411K – – –
WA
891
Wealth Alliance
New York
$410K -$5.52M -72,304 -93%
PAM
892
Palisade Asset Management
Minnesota
$409K – – –
TW
893
TrinityPoint Wealth
Connecticut
$407K -$22.6K -296 -5%
ACG
894
Allen Capital Group
Nebraska
$407K -$10.3K -135 -2%
PWP
895
Principle Wealth Partners
Connecticut
$406K – – –
RBC
896
Roble Belko & Company
Pennsylvania
$405K – – –
Bank of Nova Scotia
897
Bank of Nova Scotia
Ontario, Canada
$403K -$2.19M -28,700 -84%
WWM
898
WT Wealth Management
Arizona
$403K – – –
EB
899
Eastern Bank
Massachusetts
$401K – – –
Qube Research & Technologies (QRT)
900
Qube Research & Technologies (QRT)
United Kingdom
$400K -$770K -10,072 -66%
34 35
36
37 38