IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,344 hedge funds and large institutions have $26.6B invested in iShares S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 385 increasing their positions, 426 reducing their positions, and 38 closing their positions.

Holders
1,344
Holders Change
+186
Holders Change %
+16.06%
% of All Funds
20.76%
Holding in Top 10
121
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21%
% of All Funds
1.87%
New
246
Increased
385
Reduced
426
Closed
38
Calls
$8.58M
Puts
$4.92M
Net Calls
+$3.66M
Net Calls Change
-$2.72M

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$215M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$114M
3
BFG
3
Barber Financial Group
Kansas
$85.5M
4
AT
4
Arvest Trust
Oklahoma
$77.2M
5
LPL Financial
5
LPL Financial
California
$518M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$155M
2
HI
2
Harbour Investments
Wisconsin
$7.43M
3
EH
3
Equitable Holdings
New York
$156M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$230M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$986M
Name Market Value Shares Shares
Change 		Shares
Change %
SWPG
126
Strategic Wealth Partners Group
Illinois
$22M 263,257 -7,946 -3%
SFI
127
SPC Financial Inc
Maryland
$22M 262,408 -1,474 -0.6%
V
128
Veritable
Delaware
$21.7M 259,376 – –
JMF
129
Johnson Midwest Financial
Iowa
$21.5M 256,565 -9,678 -4%
RFM
130
Royal Fund Management
Florida
$21.2M 253,560 +144,046 +132%
WJA
131
Willis Johnson & Associates
Texas
$20.9M 249,872 -88,616 -26%
HWIS
132
Hancock Whitney Investment Services
Louisiana
$20.6M 246,362 +246,362 New
JWCA
133
J.W. Cole Advisors
Florida
$20.6M 245,735 +245,735 New
ISWM
134
Independent Solutions Wealth Management
New York
$20.4M 244,085 -17,046 -7%
CS
135
Comerica Securities
Michigan
$20.3M 242,252 +20,695 +9%
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$20M 238,900 -164,880 -41%
FLA
137
Financial Life Advisors
Texas
$19.9M 237,632 -1,506 -0.6%
TW
138
Transform Wealth
Colorado
$19.8M 236,855 +1,396 +0.6%
CFG
139
Citizens Financial Group
Rhode Island
$19.8M 236,189 +9,421 +4%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$19.7M 235,494 +9,897 +4%
KL
141
KWMG LLC
Kansas
$19.7M 235,277 -8,260 -3%
HF
142
Halpern Financial
Virginia
$19.3M 230,628 +1,575 +0.7%
AI
143
Atria Investments
North Carolina
$19.3M 230,294 +19,264 +9%
DSA
144
Droms Strauss Advisors
Missouri
$19.2M 229,361 +1,623 +0.7%
MFM
145
Mirsky Financial Management
New York
$19.2M 228,968 +7,284 +3%
TFCP
146
Twin Focus Capital Partners
Massachusetts
$18.8M 224,876 +17,631 +9%
AAS
147
Ameritas Advisory Services
Nebraska
$18.6M 222,834 +222,834 New
IFS
148
Ifrah Financial Services
Arkansas
$18.6M 222,796 -4,422 -2%
FWP
149
FAS Wealth Partners
Kansas
$18.3M 219,039 -9,341 -4%
PAG
150
Private Advisory Group
Washington
$18.2M 217,944 +22,759 +12%
4 5
6
7 8