IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,204 hedge funds and large institutions have $18.5B invested in iShares S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 484 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
-90
Holders Change %
-6.96%
% of All Funds
20.36%
Holding in Top 10
88
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-20.72%
% of All Funds
1.49%
New
71
Increased
387
Reduced
484
Closed
144
Calls
$17.5M
Puts
$3.81M
Net Calls
+$13.7M
Net Calls Change
-$17.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$852M
3
HW
3
Hedeker Wealth
Illinois
$44.2M
4
Bank of America
4
Bank of America
North Carolina
$1.04B
5
Stifel Financial
5
Stifel Financial
Missouri
$401M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$518M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$149M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
HNB
4
Huntington National Bank
Ohio
$137M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$727K
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
1226
Valtinson Bruner Financial Planning
Minnesota
– -$2.41M -33,629 Closed
HH
1227
Hilltop Holdings
Texas
– -$2.24M -29,320 Closed
RCG
1228
Resource Consulting Group
Florida
– -$1.92M -25,182 Closed
AWE
1229
Avidian Wealth Enterprises
Texas
– -$1.75M -22,866 Closed
WEG
1230
World Equity Group
Illinois
– -$1.2M -15,652 Closed
VCM
1231
Virtue Capital Management
Tennessee
– -$1.14M -14,941 Closed
PFM
1232
Phillips Financial Management
Indiana
– -$1.1M -14,424 Closed
FFS
1233
Founders Financial Securities
Maryland
– -$819K -10,728 Closed
CTA
1234
Colonial Trust Advisors
South Carolina
– -$705K -9,231 Closed
KFA
1235
Kelleher Financial Advisors
New York
– -$687K -9,000 Closed
FTUS
1236
Flow Traders U.S.
New York
– -$661K -8,657 Closed
Wolverine Trading
1237
Wolverine Trading
Illinois
– -$578K -7,433 Closed
AG
1238
Ascent Group
Virginia
– -$557K -7,295 Closed
CWG
1239
Cornerstone Wealth Group
North Carolina
– -$556K -7,274 Closed
AP
1240
Advisor Partners
California
– -$539K -7,064 Closed
LA
1241
Latitude Advisors
Florida
– -$509K -6,666 Closed
IWP
1242
Icon Wealth Partners
Texas
– -$497K -6,508 Closed
LSA
1243
L & S Advisors
California
– -$471K -6,173 Closed
AIP
1244
ARS Investment Partners
New York
– -$466K -6,096 Closed
FFA
1245
Freedman Financial Associates
Massachusetts
– -$467K -6,004 Closed
EVM
1246
Eaton Vance Management
Massachusetts
– -$453K -5,932 Closed
VFA
1247
Voya Financial Advisors
Connecticut
– -$433K -5,573 Closed
ACG
1248
Allen Capital Group
Nebraska
– -$407K -5,323 Closed
ADL
1249
Asset Dedication LLC
California
– -$397K -5,188 Closed
PFA
1250
Pinnacle Family Advisors
Missouri
– -$396K -5,186 Closed
48 49
50
51 52