IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,335 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 417 increasing their positions, 488 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.67%
New
136
Increased
417
Reduced
488
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$402M
2
PP
2
Prudential plc
United Kingdom
$57.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$987M
4
SEM
4
Strategic Equity Management
Arizona
$39M
5
MWM
5
Modera Wealth Management
New Jersey
$56.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B
2
EWA
2
EP Wealth Advisors
California
$8.44M
3
HNB
3
Huntington National Bank
Ohio
$173M
4
MMA
4
Miracle Mile Advisors
California
$17.5M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFC
1051
Coyle Financial Counsel
Illinois
$270K – – –
SMA
1052
Sage Mountain Advisors
Georgia
$270K – – –
PGA
1053
Portland Global Advisors
Maine
$270K – – –
DWM
1054
Dakota Wealth Management
Florida
$269K +$269K +3,812 New
WTC
1055
WhitTier Trust Company
Nevada
$268K – – –
SFC
1056
Strategic Financial Concepts
Texas
$267K +$70 +1 +0%
SF
1057
Summit Financial
New Jersey
$267K +$23.9K +339 +10%
OHIS
1058
Oak Harvest Investment Services
Texas
$266K +$423 +6 +0.2%
MLA
1059
My Legacy Advisors
Oregon
$265K +$265K +3,735 New
AAS
1060
Annex Advisory Services
Wisconsin
$265K – – –
MMG
1061
Monetary Management Group
Missouri
$264K – – –
CFAM
1062
Center For Asset Management
Florida
$264K – – –
RMAM
1063
Raab & Moskowitz Asset Management
New Jersey
$264K +$18.3K +259 +7%
HVIA
1064
Hudson Valley Investment Advisors
New York
$263K – – –
MOS
1065
MGO One Seven
Ohio
$261K -$141K -2,003 -35%
SC
1066
Steph & Co
Wisconsin
$259K – – –
BTI
1067
Blue Trust Inc
Georgia
$258K – – –
SGK
1068
Steigerwald Gordon & Koch
Virginia
$257K – – –
C
1069
CEDRUS
Colorado
$256K – – –
HBW
1070
Hazlett, Burt & Watson
West Virginia
$256K +$116K +1,659 +83%
AWP
1071
Accretive Wealth Partners
New Jersey
$255K – – –
Neuberger Berman Group
1072
Neuberger Berman Group
New York
$255K +$141 +2 +0.1%
MWM
1073
Madison Wealth Management
Ohio
$255K – – –
TGAM
1074
TBH Global Asset Management
Tennessee
$255K +$255K +3,617 New
RCG
1075
Regatta Capital Group
California
$255K +$1.76K +25 +0.7%
41 42
43
44 45