We are live on ! Find out more
IVVW icon

iShares S&P 500 BuyWrite ETF
IVVW

13 hedge funds and large institutions have $14.3M invested in iShares S&P 500 BuyWrite ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

44% more funds holding

Funds holding: 9 → 13 (+4)

2% less capital invested

Capital invested by funds: $14.5M → $14.3M (-$251K)

12.15% less ownership

Funds ownership: 76.82% → 64.67% (-12%)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
1
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Alaska Wealth Advisors
Alaska
+$191K
2
Osaic Holdings
Osaic Holdings
Arizona
+$170K
3
APCM
Alaska Permanent Capital Management
Alaska
+$120K
4
NA
NewEdge Advisors
Louisiana
+$13.2K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.48K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$504K
2
AssetMark Inc
AssetMark Inc
California
-$141K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$116K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$98K
5
HI
Harbour Investments
Wisconsin
-$6.58K
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$4.51M -$141K -2,836 -3%
BlackRock
2
BlackRock
New York
$4.02M – – –
JP Morgan Chase
3
JP Morgan Chase
New York
$2.51M – – –
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.5M -$116K -2,343 -7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.25M -$98K -1,974 -7%
AWA
6
Alaska Wealth Advisors
Alaska
$194K +$191K +3,853 New
Osaic Holdings
7
Osaic Holdings
Arizona
$172K +$170K +3,432 New
APCM
8
Alaska Permanent Capital Management
Alaska
$122K +$120K +2,425 New
NA
9
NewEdge Advisors
Louisiana
$13.4K +$13.2K +266 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3K +$2.48K +50 +556%
GRP
11
Global Retirement Partners
California
$754 – – –
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$653 +$646 +13 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$50 +$50 +1 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
– -$504K -10,106 Closed
HI
15
Harbour Investments
Wisconsin
– -$6.58K -132 Closed

IVVW Hedge Fund Activity: Q3 2024 in Review

13 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 BuyWrite ETF (IVVW) for Q3 2024, worth a combined $14.3M — down 1.7% from $14.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IVVW positions and 2 closed out — a net gain of 4 holders — while 1 added to existing stakes and 3 trimmed.

The largest buyer was Alaska Wealth Advisors, opening a new position worth an estimated $191K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $504K sold.

  • 13 institutional investors held iShares S&P 500 BuyWrite ETF (IVVW) as of Q3 2024, up from 9 in Q2 2024.
  • Funds reported $14.3M of iShares S&P 500 BuyWrite ETF stock for Q3 2024, down 1.7% quarter-over-quarter.
  • 6 funds opened new iShares S&P 500 BuyWrite ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
  • The largest iShares S&P 500 BuyWrite ETF buyer in Q3 2024 was Alaska Wealth Advisors, an estimated $191K added.
  • The largest iShares S&P 500 BuyWrite ETF seller in Q3 2024 was Susquehanna International Group, an estimated $504K sold.

Based on aggregated 13F filings for Q3 2024.