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iShares S&P 500 Growth ETF
IVW

1,258 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 389 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,773% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $648K

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

1% more capital invested

Capital invested by funds: $19.6B → $19.8B (+$207M)

0% more funds holding in top 10

Funds holding in top 10: 97 → 97 (0)

0% less funds holding

Funds holding: 1,261 → 1,258 (-3)

0.88% less ownership

Funds ownership: 66.54% → 65.66% (-0.88%)

21% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 493

Holders
1,258
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
20.05%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.55%
New
93
Increased
389
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$75.9M
2
BFG
Barber Financial Group
Kansas
+$53.9M
3
US Bancorp
US Bancorp
Minnesota
+$47.9M
4
CWM
Calamos Wealth Management
Illinois
+$46.8M
5
WIA
World Investment Advisors
California
+$22.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$367M
2
CIA
Choate Investment Advisors
Massachusetts
-$186M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$68.9M
4
APWM
Atlas Private Wealth Management
New York
-$65.4M
5
MMA
Miracle Mile Advisors
California
-$36.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
951
R.M. Davis Inc
Maine
$301K – – –
RA
952
RFG Advisory
Alabama
$300K -$90.3K -1,478 -24%
GAG
953
GM Advisory Group
New York
$298K – – –
NMG
954
New Millennium Group
Utah
$297K – – –
SC
955
Schoolcraft Capital
Colorado
$296K – – –
CPSAC
956
Chas P. Smith & Associates (CPS)
Florida
$295K -$1.16K -19 -0.4%
CS
957
Credit Suisse
Switzerland
$295K +$281K +4,593 +27,018%
SGCA
958
Steel Grove Capital Advisors
Tennessee
$294K +$281K +4,604 New
GEA
959
Glen Eagle Advisors
New Jersey
$294K +$1.65K +27 +0.6%
LWM
960
LJI Wealth Management
Indiana
$292K +$367 +6 +0.1%
GKWIM
961
Gerber Kawasaki Wealth & Investment Management
California
$291K – – –
SSW
962
Stone Summit Wealth
Florida
$289K – – –
Chevy Chase Trust
963
Chevy Chase Trust
Maryland
$289K +$21.4K +350 +8%
AAP
964
Arax Advisory Partners
Colorado
$288K +$306 +5 +0.1%
TL
965
Tradewinds LLC
North Carolina
$287K +$275K +4,495 New
SWA
966
SFMG Wealth Advisors
Texas
$287K – – –
USCWA
967
U.S. Capital Wealth Advisors
Texas
$286K – – –
WLPWM
968
Walled Lake Planning & Wealth Management
Illinois
$285K -$7.52K -123 -3%
OCFG
969
O'Connor Financial Group
Illinois
$285K +$273K +4,464 New
RA
970
Ruggaard & Associates
Ohio
$283K +$271K +4,437 New
T
971
TrueFG
Texas
$283K – – –
GSIAS
972
Garden State Investment Advisory Services
New Jersey
$283K – – –
UWPG
973
Ullmann Wealth Partners Group
Florida
$280K – – –
PCMC
974
Private Capital Management (Colorado)
Colorado
$279K – – –
EW
975
Evoke Wealth
California
$278K – – –
37 38
39
40 41

IVW Hedge Fund Activity: Q1 2023 in Review

1,258 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2023, worth a combined $19.8B — up 1.1% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new IVW positions and 65 closed out — a net gain of 28 holders — while 389 added to existing stakes and 493 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $75.9M. The largest seller was JP Morgan Chase, cutting an estimated $367M.

  • 1,258 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2023, down from 1,261 in Q4 2022.
  • Funds reported $19.8B of iShares S&P 500 Growth ETF stock for Q1 2023, up 1.1% quarter-over-quarter.
  • 93 funds opened new iShares S&P 500 Growth ETF positions in Q1 2023 and 65 closed out, a net change of +28 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $75.9M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2023 was JP Morgan Chase, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2023.