iShares S&P 500 Growth ETF
1,261 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, 379 increasing their positions, 464 reducing their positions, and 67 closing their positions.
845% more call options, than puts
Call options by funds: $9.35M | Put options by funds: $989K
143% more first-time investments, than exits
New positions opened: 163 | Existing positions closed: 67
14% more funds holding in top 10
Funds holding in top 10: 85 → 97 (+12)
12% more capital invested
Capital invested by funds: $17.4B → $19.6B (+$2.16B)
6% more funds holding
Funds holding: 1,193 → 1,261 (+68)
1.93% more ownership
Funds ownership: 64.61% → 66.54% (+1.9%)
18% less repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 464
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$298M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$221M |
| 3 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$182M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$182M |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$86.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$57.9M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$40.2M |
| 3 |
Goldman Sachs
New York
|
-$34.2M |
| 4 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$23.3M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$21.3M |
IVW Hedge Fund Activity: Q4 2022 in Review
1,261 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2022, worth a combined $19.6B — up 12% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 163 funds opened new IVW positions and 67 closed out — a net gain of 96 holders — while 379 added to existing stakes and 464 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $298M. The largest seller was Bank of America, cutting an estimated $57.9M.
- 1,261 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2022, up from 1,193 in Q3 2022.
- Funds reported $19.6B of iShares S&P 500 Growth ETF stock for Q4 2022, up 12% quarter-over-quarter.
- 163 funds opened new iShares S&P 500 Growth ETF positions in Q4 2022 and 67 closed out, a net change of +96 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $298M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2022 was Bank of America, an estimated $57.9M sold.
Based on aggregated 13F filings for Q4 2022.