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.

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
CIAS
4
CFS Investment Advisory Services
New Jersey
$727K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$618K
Name Market Value Shares Shares
Change 		Shares
Change %
TW
126
Transform Wealth
Colorado
$14.5M 240,563 +3,534 +1%
GIA
127
Gladstone Institutional Advisory
Florida
$14.3M 237,121 +7,080 +3%
CAN
128
Cetera Advisor Networks
California
$14.3M 236,374 +63,622 +37%
PAIM
129
Punch & Associates Investment Management
Minnesota
$14.1M 233,191 -137,738 -37%
RA
130
Rodgers & Associates
Pennsylvania
$14M 232,074 +20,246 +10%
FWP
131
FAS Wealth Partners
Kansas
$13.9M 231,012 +8,463 +4%
WJA
132
Willis Johnson & Associates
Texas
$13.9M 230,206 -8,681 -4%
FLA
133
Financial Life Advisors
Texas
$13.5M 223,593 -9,627 -4%
CA
134
Cetera Advisors
Colorado
$13.4M 222,781 +4,880 +2%
IFS
135
Ifrah Financial Services
Arkansas
$13.3M 220,538 -1,546 -0.7%
BEC
136
Blue Edge Capital
Virginia
$13.2M 218,885 +12,915 +6%
AWM
137
AE Wealth Management
Kansas
$13.1M 217,367 -143,425 -40%
SWP
138
ShoreHaven Wealth Partners
New Jersey
$13.1M 216,518 -16,793 -7%
TCM
139
Traynor Capital Management
Pennsylvania
$12.6M 208,764 -28,213 -12%
ISWM
140
Independent Solutions Wealth Management
New York
$12.5M 207,685 -35,081 -14%
SWM
141
Spire Wealth Management
Virginia
$12.5M 207,029 -111,360 -35%
CFG
142
Citizens Financial Group
Rhode Island
$12.3M 203,076 -30,507 -13%
SAM
143
Silvercrest Asset Management
New York
$12.2M 201,551 – –
Cerity Partners
144
Cerity Partners
New York
$12.1M 200,840 +112,066 +126%
AWM
145
Avior Wealth Management
Nebraska
$11.9M 197,935 -921 -0.5%
AFC
146
Adaptive Financial Consulting
Ohio
$11.9M 197,409 +14,568 +8%
GPA
147
Guidance Point Advisors
Massachusetts
$11.8M 194,783 +7,016 +4%
ECM
148
Evergreen Capital Management
Washington
$11.7M 193,404 -7,628 -4%
GIM
149
Goelzer Investment Management
Indiana
$11.4M 189,659 +4,876 +3%
BFPW
150
BOK Financial Private Wealth
Colorado
$11.4M 189,126 +43,629 +30%
4 5
6
7 8