IVW icon

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 %
ACIM
176
Azimuth Capital Investment Management
Michigan
$8.79M +$8.16M +139,453 +1,292%
CAL
177
Capital Advisors Ltd
Ohio
$8.76M +$128K +2,191 +1%
DIP
178
DT Investment Partners
Pennsylvania
$8.68M – – –
JWA
179
JFS Wealth Advisors
Pennsylvania
$8.47M +$868K +14,846 +11%
RSWM
180
Robertson Stephens Wealth Management
California
$8.45M +$545K +9,317 +7%
LIA
181
LBMC Investment Advisors
Tennessee
$8.41M +$272K +4,648 +3%
SFP
182
Sterling Financial Planning
New Jersey
$8.41M +$280K +4,785 +3%
CA
183
Centerpoint Advisors
Massachusetts
$8.29M -$247K -4,216 -3%
FAN
184
Financial Advisors Network
California
$8.2M +$90.3K +1,543 +1%
LWA
185
LWS Wealth Advisors
New Jersey
$8.16M -$61.4K -1,050 -0.7%
NB
186
Nicolet Bankshares
Wisconsin
$8.05M -$332K -5,682 -4%
William Blair & Company
187
William Blair & Company
Illinois
$8M +$1.01M +17,327 +15%
FBA
188
Front Barnett Associates
Illinois
$7.89M -$35.2K -602 -0.4%
JIC
189
Johnson Investment Counsel
Ohio
$7.86M -$95.4K -1,630 -1%
CFO
190
Callan Family Office
Pennsylvania
$7.82M +$7.82M +133,732 New
Brown Advisory
191
Brown Advisory
Maryland
$7.74M +$1.62M +27,672 +26%
AAS
192
Asset Allocation Strategies
Michigan
$7.63M +$7.63M +130,367 New
LNWWM
193
Laird Norton Wetherby Wealth Management
California
$7.58M – – –
PWS
194
Peterson Wealth Services
Utah
$7.5M +$7.5M +128,208 New
CFB
195
Cullen/Frost Bankers
Texas
$7.49M -$61.1K -1,044 -0.8%
GWAM
196
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.49M +$1.15M +19,699 +18%
SPIA
197
Steward Partners Investment Advisory
New York
$7.41M -$1.01M -17,300 -12%
MYIA
198
Mount Yale Investment Advisors
Colorado
$7.32M +$7.32M +125,111 New
YIA
199
YHB Investment Advisors
Connecticut
$7.14M +$255K +4,358 +4%
FTS
200
Fifth Third Securities
Ohio
$7.12M +$73.7K +1,259 +1%
6 7
8
9 10