iShares S&P 500 Growth ETF
1,298 hedge funds and large institutions have $25.1B invested in iShares S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 422 increasing their positions, 476 reducing their positions, and 120 closing their positions.
530% more call options, than puts
Call options by funds: $37.3M | Put options by funds: $5.92M
3.26% more ownership
Funds ownership: 65.06% → 68.32% (+3.3%)
4% less funds holding
Funds holding: 1,348 → 1,298 (-50)
6% less capital invested
Capital invested by funds: $26.6B → $25.1B (-$1.5B)
8% less funds holding in top 10
Funds holding in top 10: 121 → 111 (-10)
11% less repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 476
28% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$572M |
| 2 |
JP Morgan Chase
New York
|
+$290M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$253M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$224M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
-$256M |
| 2 |
PIM
Parker Investment Management
Menlo Park,
California
|
-$102M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$79M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$70.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$68.9M |
IVW Hedge Fund Activity: Q1 2022 in Review
1,298 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2022, worth a combined $25.1B — down 5.7% from $26.6B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of IVW and 86 opened new positions — a net loss of 34 holders — while 476 trimmed existing stakes and 422 added.
The largest buyer was Envestnet Asset Management, adding an estimated $572M. The largest seller was Churchill Management, exiting entirely with an estimated $256M sold.
- 1,298 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2022, down from 1,348 in Q4 2021.
- Funds reported $25.1B of iShares S&P 500 Growth ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
- 86 funds opened new iShares S&P 500 Growth ETF positions in Q1 2022 and 120 closed out, a net change of -34 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $572M added.
- The largest iShares S&P 500 Growth ETF seller in Q1 2022 was Churchill Management, an estimated $256M sold.
Based on aggregated 13F filings for Q1 2022.