IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,257 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 378 increasing their positions, 464 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+68
Holders Change %
+5.72%
% of All Funds
20.28%
Holding in Top 10
97
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.12%
% of All Funds
1.57%
New
163
Increased
378
Reduced
464
Closed
67
Calls
$9.35M
Puts
$989K
Net Calls
+$8.36M
Net Calls Change
-$7.43M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
2
AWA
Arete Wealth Advisors
Illinois
+$230M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$215M
4
CIA
Choate Investment Advisors
Massachusetts
+$177M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$177M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$130M
2
Bank of America
Bank of America
North Carolina
-$56.4M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$39.1M
4
Goldman Sachs
Goldman Sachs
New York
-$33.3M
5
SVCP
Silicon Valley Capital Partners
California
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
876
Darwin Wealth Management
Florida
$355K -$58K -964 -14%
IWA
877
Icon Wealth Advisors
Texas
$354K – – –
LJAC
878
L.J. Altfest & Co
New York
$351K – – –
WQ
879
Wealth Quarterback
New Jersey
$350K -$64.1K -1,095 -15%
EIA
880
Eldridge Investment Advisors
New Hampshire
$349K – – –
HWA
881
HCR Wealth Advisors
California
$345K – – –
DSC
882
Duncker Streett & Co
Missouri
$345K -$4.86K -83 -1%
CWP
883
Corepath Wealth Partners
Arizona
$345K – – –
MCM
884
Mengis Capital Management
Oregon
$345K -$2.92K -50 -0.8%
RFN
885
Redwood Financial Network
Ohio
$344K -$69.5K -1,188 -17%
AWS
886
AJ Wealth Strategies
New York
$344K -$44K -752 -11%
BTI
887
Blue Trust Inc
Georgia
$342K – – –
ONST
888
Old North State Trust
North Carolina
$339K -$9.37K -160 -3%
LWCFA
889
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$339K -$148K -2,524 -30%
GA
890
Goldstein Advisors
Wisconsin
$338K +$338K +5,771 New
EA
891
Echo45 Advisors
California
$338K +$338K +5,774 New
SFG
892
SNS Financial Group
Minnesota
$337K +$337K +5,763 New
BTWM
893
Baker Tilly Wealth Management
Wisconsin
$337K -$27.2K -465 -7%
SSB
894
Sandy Spring Bank
Maryland
$336K -$107K -1,832 -24%
OPWM
895
Oakwell Private Wealth Management
Texas
$334K – – –
FAM
896
Formidable Asset Management
Ohio
$333K – – –
AC
897
Abbrea Capital
California
$333K – – –
BC
898
Brio Consultants
California
$332K +$117 +2 +0%
MI
899
Moneywise Inc
Virginia
$330K +$644 +11 +0.2%
CA
900
Crewe Advisors
Utah
$329K – – –
34 35
36
37 38