IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$854M
2
BFG
Barber Financial Group
Kansas
$56.3M
3
US Bancorp
US Bancorp
Minnesota
$201M
4
CWM
Calamos Wealth Management
Illinois
$52.9M
5
IA
IFP Advisors
Florida
$50.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.98B
2
CIA
Choate Investment Advisors
Massachusetts
$2.09M
3
HNB
Huntington National Bank
Ohio
$153M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$86.9M
5
APWM
Atlas Private Wealth Management
New York
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
201
Fifth Third Securities
Ohio
$7.75M -$31.4K -491 -0.4%
ATC
202
Argent Trust Co
Tennessee
$7.74M +$76.6K +1,199 +1%
EWM
203
EPG Wealth Management
Georgia
$7.7M +$575 +9 +0%
GVAG
204
Great Valley Advisor Group
Delaware
$7.7M +$118K +1,847 +2%
OIA
205
OneDigital Investment Advisors
Kansas
$7.6M +$746K +11,672 +11%
RWM
206
RKL Wealth Management
Pennsylvania
$7.57M +$15.9K +249 +0.2%
TA
207
Tactive Advisors
Florida
$7.56M +$7.56M +118,325 New
PFG
208
Pacific Financial Group
Washington
$7.48M +$29.8K +467 +0.4%
IC
209
IEQ Capital
California
$7.43M +$312K +4,883 +4%
LFAS
210
Level Four Advisory Services
Texas
$7.4M +$41.4K +648 +0.6%
BFM
211
Broadview Financial Management
Wisconsin
$7.29M -$74.9K -1,173 -1%
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$7.2M -$3.84M -60,028 -35%
SWP
213
Stratos Wealth Partners
Ohio
$7.08M -$324K -5,070 -4%
PBO
214
Peoples Bank (Ohio)
Ohio
$7.03M +$786K +12,303 +13%
WFA
215
Wellspring Financial Advisors
Ohio
$7.02M -$91.4K -1,431 -1%
BC
216
Barrett & Company
Rhode Island
$6.91M +$65.2K +1,021 +1%
Corient Private Wealth
217
Corient Private Wealth
Florida
$6.9M +$1.19M +18,655 +21%
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$6.88M – – –
FFBTD
219
First Financial Bank - Trust Division
Ohio
$6.81M -$246K -3,851 -3%
CAM
220
Cresset Asset Management
Illinois
$6.77M -$688K -10,775 -9%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$6.73M +$596K +9,326 +10%
AF
222
Advisornet Financial
Minnesota
$6.71M +$92.6K +1,449 +1%
HCM
223
Howard Capital Management
Georgia
$6.6M +$47.9K +750 +0.7%
WAL
224
W Advisors LLC
Tennessee
$6.58M -$655K -10,259 -9%
AllianceBernstein
225
AllianceBernstein
Tennessee
$6.51M -$453K -7,088 -7%
7 8
9
10 11