iShares S&P 500 Growth ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$948M |
| 2 |
LPL Financial
San Diego,
California
|
+$282M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$205M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$157M |
| 5 |
BlackRock
New York
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.25B |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$169M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
-$41M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$37.9M |
| 5 |
Goldman Sachs
New York
|
-$37.2M |
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.