iShares S&P 500 BuyWrite ETF
IVVW
12 hedge funds and large institutions have $16.8M invested in iShares S&P 500 BuyWrite ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
18% more capital invested
Capital invested by funds: $14.3M → $16.8M (+$2.53M)
8% less funds holding
Funds holding: 13 → 12 (-1)
9.24% less ownership
Funds ownership: 64.67% → 55.43% (-9.2%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.34M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$1.02M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$559K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$225K |
| 5 |
AssetMark Inc
Concord,
California
|
+$14.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$194K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.6K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.37K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$754 |
IVVW Hedge Fund Activity: Q4 2024 in Review
12 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 BuyWrite ETF (IVVW) for Q4 2024, worth a combined $16.8M — up 18% from $14.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IVVW and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.34M. The largest seller was Alaska Wealth Advisors, exiting entirely with an estimated $194K sold.
- 12 institutional investors held iShares S&P 500 BuyWrite ETF (IVVW) as of Q4 2024, down from 13 in Q3 2024.
- Funds reported $16.8M of iShares S&P 500 BuyWrite ETF stock for Q4 2024, up 18% quarter-over-quarter.
- 4 funds opened new iShares S&P 500 BuyWrite ETF positions in Q4 2024 and 5 closed out, a net change of -1 holder.
- The largest iShares S&P 500 BuyWrite ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $1.34M added.
- The largest iShares S&P 500 BuyWrite ETF seller in Q4 2024 was Alaska Wealth Advisors, an estimated $194K sold.
Based on aggregated 13F filings for Q4 2024.