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iShares S&P 500 Growth ETF
IVW

1,596 hedge funds and large institutions have $32.3B invested in iShares S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 574 increasing their positions, 573 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $8.93M

100% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 73

26% more funds holding in top 10

Funds holding in top 10: 121 → 153 (+32)

14% more capital invested

Capital invested by funds: $28.2B → $32.3B (+$4.08B)

3% more funds holding

Funds holding: 1,548 → 1,596 (+48)

0% more repeat investments, than reductions

Existing positions increased: 574 | Existing positions reduced: 573

3.4% less ownership

Funds ownership: 76.15% → 72.75% (-3.4%)

Holders
1,596
Holders Change
+48
Holders Change %
+3.1%
% of All Funds
22.99%
Holding in Top 10
153
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+26.45%
% of All Funds
2.2%
New
146
Increased
574
Reduced
573
Closed
73
Calls
$31.8M
Puts
$8.93M
Net Calls
+$22.8M
Net Calls Change
+$14.8M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$948M
2
LPL Financial
LPL Financial
California
+$282M
3
Fidelity International
Fidelity International
Bermuda
+$205M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$157M
5
BlackRock
BlackRock
New York
+$146M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.25B
2
Osaic Holdings
Osaic Holdings
Arizona
-$169M
3
B
Barings
North Carolina
-$41M
4
Wells Fargo
Wells Fargo
California
-$37.9M
5
Goldman Sachs
Goldman Sachs
New York
-$37.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
551
Gateway Wealth Partners
Wisconsin
$2.47M +$1.27M +15,838 +118%
VFA
552
Valeo Financial Advisors
Indiana
$2.46M +$102K +1,266 +4%
WA
553
WESPAC Advisors
California
$2.43M +$779K +9,698 +51%
SWA
554
Strategies Wealth Advisors
Michigan
$2.43M -$206K -2,567 -8%
CIS
555
Custom Index Systems
New York
$2.42M -$497K -6,191 -18%
TWM
556
Tolleson Wealth Management
Texas
$2.42M – – –
IA
557
IFG Advisory
Georgia
$2.42M +$1.48M +18,419 +181%
CSPIA
558
Cary Street Partners Investment Advisory
Virginia
$2.41M +$18.2K +227 +0.8%
CB
559
Cadence Bank
Mississippi
$2.41M -$21K -261 -0.9%
PF
560
Prosperitas Financial
California
$2.39M +$55.1K +686 +2%
D
561
Dentgroup
Louisiana
$2.39M +$684K +8,512 +43%
IFWM
562
Institute for Wealth Management
Colorado
$2.39M -$102K -1,270 -4%
FWM
563
Fonville Wealth Management
Virginia
$2.37M -$38.4K -478 -2%
EAM
564
Evanson Asset Management
California
$2.37M +$80 +1 +0%
SIA
565
Schechter Investment Advisors
Michigan
$2.37M -$9.88K -123 -0.4%
TCWA
566
Turtle Creek Wealth Advisors
Texas
$2.36M – – –
SB
567
Strategic Blueprint
Georgia
$2.36M -$287K -3,572 -11%
RhumbLine Advisers
568
RhumbLine Advisers
Massachusetts
$2.35M – – –
CAC
569
Certified Advisory Corp
Florida
$2.35M -$3.13K -39 -0.1%
FNBSF
570
First National Bank Sioux Falls
South Dakota
$2.35M – – –
PFS
571
Prospera Financial Services
Texas
$2.34M +$123K +1,530 +6%
OPWM
572
Oxinas Partners Wealth Management
Indiana
$2.33M +$1.01M +12,548 +83%
PA
573
Procyon Advisors
Connecticut
$2.33M -$1.04M -12,991 -32%
ACM
574
Advisors Capital Management
New Jersey
$2.33M -$11.8K -147 -0.5%
CG
575
Corundum Group
Colorado
$2.32M +$40.2K +500 +2%
21 22
23
24 25

IVW Hedge Fund Activity: Q1 2024 in Review

1,596 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2024, worth a combined $32.3B — up 14% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new IVW positions and 73 closed out — a net gain of 73 holders — while 574 added to existing stakes and 573 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $948M. The largest seller was Morgan Stanley, cutting an estimated $2.25B.

  • 1,596 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2024, up from 1,548 in Q4 2023.
  • Funds reported $32.3B of iShares S&P 500 Growth ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 146 funds opened new iShares S&P 500 Growth ETF positions in Q1 2024 and 73 closed out, a net change of +73 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $948M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.25B sold.

Based on aggregated 13F filings for Q1 2024.