iShares S&P 500 Growth ETF
IVW
1,548 hedge funds and large institutions have $28.2B invested in iShares S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 508 increasing their positions, 534 reducing their positions, and 48 closing their positions.
399% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $2.02M
358% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 48
20% more capital invested
Capital invested by funds: $23.6B → $28.2B (+$4.65B)
16% more funds holding in top 10
Funds holding in top 10: 104 → 121 (+17)
10% more funds holding
Funds holding: 1,405 → 1,548 (+143)
6.88% more ownership
Funds ownership: 69.28% → 76.15% (+6.9%)
5% less repeat investments, than reductions
Existing positions increased: 508 | Existing positions reduced: 534
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.14B |
| 2 |
Goldman Sachs
New York
|
+$271M |
| 3 |
JP Morgan Chase
New York
|
+$184M |
| 4 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$60.9M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$42.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$364M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$137M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$78M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$33M |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$23M |
IVW Hedge Fund Activity: Q4 2023 in Review
1,548 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2023, worth a combined $28.2B — up 20% from $23.6B a quarter earlier.
Buyers outnumbered sellers: 220 funds opened new IVW positions and 48 closed out — a net gain of 172 holders — while 508 added to existing stakes and 534 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.14B. The largest seller was Jones Financial Companies, cutting an estimated $364M.
- 1,548 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2023, up from 1,405 in Q3 2023.
- Funds reported $28.2B of iShares S&P 500 Growth ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 220 funds opened new iShares S&P 500 Growth ETF positions in Q4 2023 and 48 closed out, a net change of +172 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.14B added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2023 was Jones Financial Companies, an estimated $364M sold.
Based on aggregated 13F filings for Q4 2023.