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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
MPW
1276
MA Private Wealth
California
– -$964K -16,471 Closed
IA
1277
IFG Advisory
Georgia
– -$638K -10,906 Closed
PAM
1278
PVG Asset Management
Colorado
– -$634K -10,830 Closed
PA
1279
Paragon Advisors
Texas
– -$629K -10,764 Closed
LSAG
1280
Lake Street Advisors Group
New Hampshire
– -$603K -10,309 Closed
Belvedere Trading
1281
Belvedere Trading
Illinois
– -$627K -10,252 Closed
SFMG
1282
Sage Financial Management Group
Virginia
– -$552K -9,438 Closed
FTUS
1283
Flow Traders U.S.
New York
– -$481K -8,226 Closed
YCM
1284
Yousif Capital Management
Michigan
– -$399K -6,815 Closed
DWM
1285
Darwin Wealth Management
Florida
– -$355K -5,908 Closed
BWM
1286
BlackDiamond Wealth Management
New York
– -$324K -5,507 Closed
GGS
1287
Galvin Gaustad & Stein
Arizona
– -$320K -5,472 Closed
CFG
1288
Cooper Financial Group
California
– -$318K -5,436 Closed
Bank of Nova Scotia
1289
Bank of Nova Scotia
Ontario, Canada
– -$323K -5,280 Closed
TWA
1290
Tandem Wealth Advisors
Arizona
– -$272K -4,649 Closed
ST
1291
Sentinel Trust
Texas
– -$270K -4,618 Closed
GI
1292
Glovista Investments
New Jersey
– -$260K -4,451 Closed
LGWM
1293
Litman Gregory Wealth Management
California
– -$250K -4,275 Closed
EP
1294
Edgestream Partners
New Jersey
– -$244K -4,165 Closed
JWM
1295
JFG Wealth Management
Colorado
– -$242K -4,140 Closed
CCA
1296
Clearwater Capital Advisors
Illinois
– -$239K -4,087 Closed
ACM
1297
Allred Capital Management
Texas
– -$235K -4,025 Closed
AWM
1298
Affinity Wealth Management
Delaware
– -$224K -3,822 Closed
KWS
1299
Keystone Wealth Services
California
– -$223K -3,808 Closed
AL
1300
Aspiriant LLC
California
– -$222K -3,797 Closed
50 51
52
53 54

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.