IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

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

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$34.8M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$27M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$19.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$18.4M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$281M
2
CC
Courier Capital
New York
-$264M
3
HNB
Huntington National Bank
Ohio
-$110M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$107M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
926
Verity Asset Management
North Carolina
$250K +$17.7K +277 +8%
GKWIM
927
Gerber Kawasaki Wealth & Investment Management
California
$250K +$250K +3,925 New
Wolverine Trading
928
Wolverine Trading
Illinois
$247K +$247K +3,887 New
MC
929
Moors & Cabot
Massachusetts
$245K -$23.1K -360 -9%
CSM
930
CAMG Solamere Management
North Carolina
$244K -$178K -2,780 -42%
HCMT
931
Highland Capital Management (Tennessee)
Tennessee
$244K – – –
FNBOO
932
First National Bank of Omaha
Nebraska
$243K -$12.8K -200 -5%
MAS
933
Managed Account Services
Florida
$242K -$732K -11,244 -75%
CAN
934
Claraphi Advisory Network
United States
$242K -$33.4K -524 -12%
AWA
935
Arete Wealth Advisors
Illinois
$242K -$1.91K -30 -0.8%
BCA
936
Bay Colony Advisors
Massachusetts
$241K +$14.7K +230 +6%
SAM
937
Strategy Asset Managers
California
$241K +$241K +3,769 New
TA
938
TruWealth Advisors
Louisiana
$241K +$241K +3,784 New
BC
939
Burney Company
Virginia
$240K -$121K -1,892 -33%
BIC
940
Beach Investment Counsel
Pennsylvania
$240K – – –
Calamos Advisors
941
Calamos Advisors
Illinois
$240K +$240K +3,764 New
TPW
942
TL Private Wealth
Texas
$239K +$522 +8 +0.2%
SMA
943
Sage Mountain Advisors
Georgia
$239K +$239K +3,740 New
MFT
944
Moisand Fitzgerald Tamayo
Florida
$235K – – –
OHIS
945
Oak Harvest Investment Services
Texas
$234K +$234K +3,660 New
CAM
946
Covenant Asset Management
New Jersey
$233K – – –
FSWA
947
Financial Synergies Wealth Advisors
Texas
$231K +$231K +3,626 New
TIM
948
Tortoise Investment Management
New York
$230K -$6.38K -100 -3%
FMTC
949
Farmers & Merchants Trust Company
California
$230K – – –
PBF
950
Petix & Botte Financial
California
$230K – – –
36 37
38
39 40