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iShares S&P 500 Growth ETF
IVW

1,341 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 418 increasing their positions, 489 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,167% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $3.49M

232% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 41

11% more capital invested

Capital invested by funds: $19.8B → $22.1B (+$2.27B)

9% more funds holding in top 10

Funds holding in top 10: 97 → 106 (+9)

7% more funds holding

Funds holding: 1,258 → 1,341 (+83)

0.27% more ownership

Funds ownership: 65.66% → 65.93% (+0.27%)

15% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 489

Holders
1,341
Holders Change
+83
Holders Change %
+6.6%
% of All Funds
21.06%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.66%
New
136
Increased
418
Reduced
489
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$51.2M
2
PP
Prudential plc
United Kingdom
+$51M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.6M
4
SEM
Strategic Equity Management
Arizona
+$35.9M
5
MWM
Modera Wealth Management
New Jersey
+$31.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$231M
2
MMA
Miracle Mile Advisors
California
-$40.1M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$26.6M
4
Bank of America
Bank of America
North Carolina
-$21.8M
5
M&T Bank
M&T Bank
New York
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
1001
TrueFG
Texas
$313K – – –
BMCM
1002
Burns Matteson Capital Management
New York
$312K +$293K +4,430 New
SSW
1003
Stone Summit Wealth
Florida
$312K -$6.61K -100 -2%
RIA
1004
Realta Investment Advisors
Delaware
$312K +$21.5K +325 +8%
CP
1005
Covenant Partners
Tennessee
$311K -$35K -530 -11%
ACM
1006
Alpha Capital Management
Texas
$310K – – –
UWPG
1007
Ullmann Wealth Partners Group
Florida
$308K – – –
NRC
1008
New Republic Capital
North Carolina
$308K +$7.21K +109 +3%
EW
1009
Evoke Wealth
California
$306K – – –
GSIAS
1010
Garden State Investment Advisory Services
New Jersey
$305K -$6.61K -100 -2%
BAMG
1011
Brand Asset Management Group
Missouri
$305K – – –
IGWM
1012
ICA Group Wealth Management
Colorado
$305K +$4.89K +74 +2%
LWM
1013
Laidlaw Wealth Management
New York
$303K +$264 +4 +0.1%
GI
1014
Gradient Investments
Minnesota
$303K +$10.3K +156 +4%
MSFS
1015
Main Street Financial Solutions
Pennsylvania
$303K – – –
AFG
1016
AFS Financial Group
Maryland
$303K +$284K +4,295 New
AC
1017
Apella Capital
Connecticut
$303K +$284K +4,292 New
MFG
1018
MidWestOne Financial Group
Iowa
$302K – – –
CFP
1019
Catalyst Financial Partners
Massachusetts
$302K – – –
ACP
1020
Aveo Capital Partners
Colorado
$302K +$283K +4,281 New
RWG
1021
Ratio Wealth Group
Colorado
$301K +$283K +4,277 New
ERIC
1022
Eagle Rock Investment Company
Georgia
$301K – – –
KIA
1023
KCM Investment Advisors
California
$301K – – –
FPCG
1024
Forum Private Client Group
Indiana
$300K +$331 +5 +0.1%
NHC
1025
Nicholas Hoffman & Company
Georgia
$300K +$463 +7 +0.2%
39 40
41
42 43

IVW Hedge Fund Activity: Q2 2023 in Review

1,341 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2023, worth a combined $22.1B — up 11% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new IVW positions and 41 closed out — a net gain of 95 holders — while 418 added to existing stakes and 489 trimmed.

The largest buyer was LPL Financial, adding an estimated $51.2M. The largest seller was JP Morgan Chase, cutting an estimated $231M.

  • 1,341 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2023, up from 1,258 in Q1 2023.
  • Funds reported $22.1B of iShares S&P 500 Growth ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 136 funds opened new iShares S&P 500 Growth ETF positions in Q2 2023 and 41 closed out, a net change of +95 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2023 was LPL Financial, an estimated $51.2M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2023 was JP Morgan Chase, an estimated $231M sold.

Based on aggregated 13F filings for Q2 2023.