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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,257 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 378 increasing their positions, 464 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+68
Holders Change %
+5.72%
% of All Funds
20.28%
Holding in Top 10
97
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.12%
% of All Funds
1.57%
New
163
Increased
378
Reduced
464
Closed
67
Calls
$9.35M
Puts
$989K
Net Calls
+$8.36M
Net Calls Change
-$7.43M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.08B
2
AWA
2
Arete Wealth Advisors
Illinois
$780M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.02B
4
CIA
4
Choate Investment Advisors
Massachusetts
$180M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$709M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$132M
2
Bank of America
2
Bank of America
North Carolina
$961M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$53.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$387M
5
SVCP
5
Silicon Valley Capital Partners
California
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
1176
Newbridge Financial Services Group
Florida
$50K -$20.4K -348 -29%
TCA
1177
Trifecta Capital Advisors
Illinois
$49.3K +$49.3K +843 New
CJL
1178
Cyrus J. Lawrence
New York
$47K +$47K +799 New
FA
1179
Faithward Advisors
Pennsylvania
$46.8K – – –
TWD
1180
True Wealth Design
Ohio
$46.8K +$46.8K +800 New
LWP
1181
Lumature Wealth Partners
Georgia
$42.6K – – –
BL
1182
Balentine LLC
Georgia
$41.6K -$26.5K -453 -39%
RP
1183
Rice Partnership
Hawaii
$39.1K – – –
IBOK
1184
Independence Bank of Kentucky
Kentucky
$37K – – –
WWM
1185
Wolff Wiese Magana
California
$34.6K – – –
WT
1186
Washington Trust
Rhode Island
$33.9K -$1.17K -20 -3%
RCM
1187
Rain Capital Management
Oregon
$33.5K +$33.5K +572 New
First Manhattan
1188
First Manhattan
New York
$32.2K -$1.65M -28,150 -98%
BHWM
1189
Beaird Harris Wealth Management
Texas
$32.2K – – –
MFA
1190
McClarren Financial Advisors
Pennsylvania
$32K +$114 +2 +0.4%
AFS
1191
Annapolis Financial Services
Maryland
$30.4K – – –
WAM
1192
Worth Asset Management
Texas
$29.3K -$11.7K -200 -29%
CB
1193
Centennial Bank
Arkansas
$28.3K +$28.3K +484 New
AIC
1194
Archer Investment Corporation
Indiana
$28.1K – – –
KA
1195
Kozak & Associates
Colorado
$27K +$58 +1 +0.2%
BLC
1196
Brown, Lisle/Cummings
Rhode Island
$26.9K – – –
WWM
1197
Wagner Wealth Management
South Carolina
$26.7K +$117 +2 +0.4%
CMBA
1198
C.M. Bidwell & Associates
Hawaii
$26.4K – – –
LSA
1199
Lansing Street Advisors
Pennsylvania
$25.6K – – –
EW
1200
Element Wealth
Mississippi
$25.5K -$3.62K -62 -12%
46 47
48
49 50