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 %
TAM
1101
Townsend Asset Management
North Carolina
$65K
LFA
1102
Level Financial Advisors
New York
$62K
RA
1103
Rise Advisors
New York
$62K +$117 +2 +0.2%
SSC
1104
Syverson Strege & Co
Iowa
$59K
TA
1105
Tectonic Advisors
Texas
$58K
GWSG
1106
GPS Wealth Strategies Group
Colorado
$57K +$14.4K +248 +34%
FF
1107
FourThought Financial
Florida
$56K +$17.5K +300 +45%
EWM
1108
Endurance Wealth Management
Rhode Island
$56K +$52.5K +900 +1,500%
CBT
1109
CoreFirst Bank & Trust
Kansas
$55K
CC
1110
Corsicana & Co
Texas
$54K -$8.75K -150 -14%
CWA
1111
Carolina Wealth Advisors
South Carolina
$54K
M
1112
MOTCO
Texas
$53K
DWMG
1113
DB Wealth Management Group
California
$51K +$38.6K +672 +313%
AWM
1114
Abound Wealth Management
Tennessee
$50.4K -$1.62K -28 -3%
FA
1115
Faithward Advisors
Pennsylvania
$46K -$90.3K -1,571 -66%
Bank of Montreal
1116
Bank of Montreal
Ontario, Canada
$45.4K -$853 -13,635 -2%
RCM
1117
Raleigh Capital Management
North Carolina
$44K +$44K +761 New
MAM
1118
Meeder Asset Management
Ohio
$42K -$47.3K -801 -53%
LWP
1119
Lumature Wealth Partners
Georgia
$42K
WAM
1120
Worth Asset Management
Texas
$40K -$56.9K -996 -59%
RP
1121
Rice Partnership
Hawaii
$39K
IBOK
1122
Independence Bank of Kentucky
Kentucky
$37K
WT
1123
Washington Trust
Rhode Island
$35K -$6.71K -115 -16%
WWM
1124
Wolff Wiese Magana
California
$34K
Loomis, Sayles & Company
1125
Loomis, Sayles & Company
Massachusetts
$32K +$30.2K +518 +1,727%