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 %
CHC
1051
City Holding Co
West Virginia
$163K +$4.81K +83 +3%
GGI
1052
Godsey & Gibb Inc
Virginia
$160K
BWM
1053
Baystate Wealth Management
Massachusetts
$160K +$99.9K +1,729 +166%
CPA
1054
Cardiff Park Advisors
California
$159K
AA
1055
Ancora Advisors
Ohio
$153K +$115 +2 +0.1%
CT
1056
Colonial Trust
South Carolina
$152K +$152K +2,625 New
EI
1057
Ellevest Inc
New York
$150K
WBC
1058
West Branch Capital
Massachusetts
$146K +$71.7K +1,243 +97%
GI
1059
Gradient Investments
Minnesota
$145K +$20.8K +360 +17%
TCOV
1060
Trust Company of Vermont
Vermont
$141K -$6.57K -114 -4%
RMC
1061
Resources Management Corp
Connecticut
$136K
PP
1062
PFS Partners
New Jersey
$129K
IFA
1063
Interactive Financial Advisors
Illinois
$127K -$2.67K -46 -2%
WTA
1064
Washington Trust Advisors
Massachusetts
$126K
SC
1065
Sawyer & Company
Massachusetts
$125K
SFC
1066
SYM Financial Corp
Indiana
$123K -$163K -2,827 -57%
CHA
1067
Carmichael Hill & Associates
Maryland
$117K
AA
1068
AlphaMark Advisors
Kentucky
$116K +$23.1K +401 +25%
FFA
1069
Founders Financial Alliance
North Carolina
$115K -$114K -1,987 -50%
BWL
1070
Bogart Wealth LLC
Virginia
$108K -$38.8K -673 -26%
TH
1071
TCTC Holdings
Texas
$106K
CAAS
1072
Capital Asset Advisory Services
Michigan
$104K +$3.58K +62 +4%
ANBT
1073
American National Bank & Trust
Texas
$102K +$102K +1,756 New
SBL
1074
Sargent Bickham Lagudis
Colorado
$101K
POIA
1075
Pin Oak Investment Advisors
Texas
$101K