iShares S&P 500 Growth ETF
1,301 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 87 funds opening new positions, 423 increasing their positions, 475 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
47% more capital inflows, than outflows
Capital inflows: $2.46B | Capital outflows: $1.67B
2.94% more ownership
Funds ownership: 65.07% → 68% (+2.9%)
4% less funds holding
Funds holding: 1,351 → 1,301 (-50)
9% less funds holding in top 10
Funds holding in top 10: 122 → 111 (-11)
11% less repeat investments, than reductions
Existing positions increased: 423 | Existing positions reduced: 475
28% less first-time investments, than exits
New positions opened: 87 | 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 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$224M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Churchill Management
Los Angeles,
California
|
-$256M |
| 2 |
Parker Investment Management
Menlo Park,
California
|
-$102M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$79M |
| 4 |
Barber Financial Group
Lenexa,
Kansas
|
-$70.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$68.9M |
IVW Hedge Fund Activity: Q1 2022 in Review
1,301 of the 6,364 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 87 opened new positions — a net loss of 33 holders — while 475 trimmed existing stakes and 423 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.
- 1,301 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2022, down from 1,351 in Q4 2021.
- Funds reported $25.1B of iShares S&P 500 Growth ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
- 87 funds opened new iShares S&P 500 Growth ETF positions in Q1 2022 and 120 closed out, a net change of -33 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.