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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
ZF
1001
Zhang Financial
Michigan
$259K -$10K -164 -4%
PNAA
1002
Pictet North America Advisors
Switzerland
$259K +$248K +4,058 New
MFG
1003
Menard Financial Group
Texas
$259K +$248K +4,054 New
HAS
1004
Holland Advisory Services
Florida
$257K +$734 +12 +0.3%
RWM
1005
Ritholtz Wealth Management
New York
$256K -$2.44K -40 -1%
MP
1006
McDonald Partners
Ohio
$256K – – –
GPA
1007
Garrison Point Advisors
California
$256K -$3.67K -60 -1%
HNWAG
1008
High Net Worth Advisory Group
Florida
$256K – – –
WHG
1009
Westwood Holdings Group
Texas
$255K – – –
JCM
1010
Jag Capital Management
Missouri
$255K -$611 -10 -0.3%
SWM
1011
Shelton Wealth Management
Texas
$254K +$8.31K +136 +4%
VBFG
1012
Vishria Bird Financial Group
Tennessee
$253K -$15.3K -251 -6%
LSPW
1013
Lake Street Private Wealth
Illinois
$252K -$589K -9,638 -71%
EWA
1014
EverSource Wealth Advisors
Alabama
$249K +$13.4K +220 +6%
FDS
1015
Freedom Day Solutions
Texas
$248K -$2.44K -40 -1%
PCH
1016
PGIM Custom Harvest
New Jersey
$247K +$236K +3,867 New
CWA
1017
Cornerstone Wealth Advisors
Minnesota
$246K – – –
APW
1018
Atlantic Private Wealth
North Carolina
$246K +$672 +11 +0.3%
PGA
1019
Portland Global Advisors
Maine
$245K – – –
CFC
1020
Coyle Financial Counsel
Illinois
$245K – – –
SMA
1021
Sage Mountain Advisors
Georgia
$245K – – –
LWCFA
1022
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$243K -$121K -1,980 -34%
SC
1023
Sierra Capital
Florida
$243K – – –
WTC
1024
WhitTier Trust Company
Nevada
$243K – – –
SSW
1025
Smith Shellnut Wilson
Mississippi
$243K – – –
39 40
41
42 43

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.