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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
MHS
801
M Holdings Securities
Oregon
$1.04M +$990K +12,328 New
ACM
802
Absolute Capital Management
Pennsylvania
$1.04M +$397K +4,946 +67%
CFO
803
CVA Family Office
Colorado
$1.04M – – –
SFG
804
Sovereign Financial Group
Connecticut
$1.04M +$602K +7,492 +155%
PWCM
805
Processus Wealth & Capital Management
Tennessee
$1.04M -$48.2K -600 -5%
CWG
806
Cornerstone Wealth Group
North Carolina
$1.04M +$986K +12,276 New
WSTAM
807
Wilbanks Smith & Thomas Asset Management
Virginia
$1.03M +$9K +112 +0.9%
WA
808
Wealthstream Advisors
New York
$1.02M – – –
PFBT
809
Parkside Financial Bank & Trust
Missouri
$1.02M +$13K +162 +1%
WPW
810
Watershed Private Wealth
Illinois
$1.02M -$3.27M -40,683 -77%
MA
811
MKT Advisors
California
$1.02M -$126K -1,563 -11%
MBI
812
May Barnhard Investments
Maryland
$1.02M -$98K -1,220 -9%
BOS
813
Bank of Stockton
California
$1.01M -$43.8K -545 -4%
CP
814
Canopy Partners
Ohio
$1.01M – – –
MOS
815
MGO One Seven
Ohio
$1M +$293K +3,641 +44%
Renaissance Technologies
816
Renaissance Technologies
New York
$996K +$948K +11,800 New
MMHP
817
Murphy Middleton Hinkle & Parker
Georgia
$996K +$27.5K +342 +3%
LF
818
LifeSteps Financial
California
$994K – – –
WWP
819
Walden Wealth Partners
Ohio
$989K – – –
FWM
820
Focused Wealth Management
New York
$989K +$482 +6 +0.1%
FNT
821
First National Trust
Pennsylvania
$984K -$30.9K -384 -3%
FNT
822
First Nebraska Trust
Nebraska
$983K – – –
OSAM
823
O'Shaughnessy Asset Management
Connecticut
$981K +$70.8K +881 +8%
OPA
824
Old Port Advisors
Maine
$981K -$63.1K -785 -6%
TYCC
825
Texas Yale Capital Corp
Florida
$980K – – –
31 32
33
34 35

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.