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 %
ASFA
951
All Season Financial Advisors
Colorado
$254K +$15.2K +263 +6%
WBG
952
Wharton Business Group
Pennsylvania
$253K
UWPG
953
Ullmann Wealth Partners Group
Florida
$253K
TC
954
TownSquare Capital
Utah
$253K +$253K +4,373 New
DA
955
DCM Advisors
New York
$252K +$252K +4,357 New
PA
956
Pinnacle Associates
New York
$252K -$26.9K -465 -10%
EW
957
Evoke Wealth
California
$251K
RTS
958
Round Table Services
New Jersey
$250K
ECG
959
Edge Capital Group
Georgia
$249K -$13.6K -235 -5%
LWM
960
Liberty Wealth Management
California
$249K -$867 -15 -0.3%
DWM
961
Doyle Wealth Management
Florida
$249K +$58 +1 +0%
MSFS
962
Main Street Financial Solutions
Pennsylvania
$249K +$1.39K +24 +0.6%
LWM
963
Laidlaw Wealth Management
New York
$248K +$248K +4,286 New
RWG
964
Ratio Wealth Group
Colorado
$247K
WH
965
Willner & Heller
California
$247K +$636 +11 +0.3%
ACM
966
Allred Capital Management
Texas
$246K -$29.1K -504 -11%
FPCG
967
Forum Private Client Group
Indiana
$246K -$405 -7 -0.2%
SWM
968
Segment Wealth Management
Texas
$245K
FPCP
969
Fort Point Capital Partners
California
$245K
NHC
970
Nicholas Hoffman & Company
Georgia
$244K
VBFG
971
Vishria Bird Financial Group
Tennessee
$244K
ZF
972
Zhang Financial
Michigan
$244K
WA
973
Wealth Alliance
New York
$244K +$405 +7 +0.2%
ERIC
974
Eagle Rock Investment Company
Georgia
$243K
Chevy Chase Trust
975
Chevy Chase Trust
Maryland
$241K +$48K +830 +25%