iShares S&P 500 Growth ETF
1,211 hedge funds and large institutions have $18.6B invested in iShares S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 390 increasing their positions, 484 reducing their positions, and 144 closing their positions.
360% more call options, than puts
Call options by funds: $17.5M | Put options by funds: $3.8M
2.31% less ownership
Funds ownership: 68% → 65.69% (-2.3%)
7% less funds holding
Funds holding: 1,300 → 1,211 (-89)
19% less repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 484
21% less funds holding in top 10
Funds holding in top 10: 111 → 88 (-23)
50% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 144
58% less capital inflows, than outflows
Capital inflows: $940M | Capital outflows: $2.23B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$233M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$67.5M |
| 3 |
Hedeker Wealth
Lincolnshire,
Illinois
|
+$45.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$43.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$716M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$298M |
| 3 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$228M |
| 4 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$64M |
| 5 |
Equitable Holdings
New York
|
-$62.4M |
IVW Hedge Fund Activity: Q2 2022 in Review
1,211 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2022, worth a combined $18.6B — down 26% from $25.1B a quarter earlier.
Sellers outnumbered buyers: 144 funds closed out of IVW and 72 opened new positions — a net loss of 72 holders — while 484 trimmed existing stakes and 390 added.
The largest buyer was JP Morgan Chase, adding an estimated $233M. The largest seller was Envestnet Asset Management, cutting an estimated $716M.
- 1,211 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2022, down from 1,300 in Q1 2022.
- Funds reported $18.6B of iShares S&P 500 Growth ETF stock for Q2 2022, down 26% quarter-over-quarter.
- 72 funds opened new iShares S&P 500 Growth ETF positions in Q2 2022 and 144 closed out, a net change of -72 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $233M added.
- The largest iShares S&P 500 Growth ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $716M sold.
Based on aggregated 13F filings for Q2 2022.