iShares S&P 500 Growth ETF
1,197 hedge funds and large institutions have $17.5B invested in iShares S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 411 increasing their positions, 416 reducing their positions, and 70 closing their positions.
881% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $1.79M
0% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 70
1% less repeat investments, than reductions
Existing positions increased: 411 | Existing positions reduced: 416
1.06% less ownership
Funds ownership: 65.69% → 64.63% (-1.1%)
1% less funds holding
Funds holding: 1,212 → 1,197 (-15)
3% less funds holding in top 10
Funds holding in top 10: 88 → 85 (-3)
35% less capital inflows, than outflows
Capital inflows: $576M | Capital outflows: $889M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Smith Anglin Financial
Dallas,
Texas
|
+$39.3M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$37.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.5M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$27.7M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$390M |
| 2 |
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$85.4M |
| 3 |
Hedeker Wealth
Lincolnshire,
Illinois
|
-$40.7M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$38.4M |
| 5 |
Arax Advisory Partners
Denver,
Colorado
|
-$29.4M |
IVW Hedge Fund Activity: Q3 2022 in Review
1,197 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2022, worth a combined $17.5B — down 5.9% from $18.6B a quarter earlier.
Fund positioning in IVW was balanced in Q3 2022: 70 funds opened new positions, 70 closed out, 411 added to existing stakes and 416 trimmed.
The largest buyer was Smith Anglin Financial, opening a new position worth an estimated $39.3M. The largest seller was JP Morgan Chase, cutting an estimated $390M.
- 1,197 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2022, down from 1,212 in Q2 2022.
- Funds reported $17.5B of iShares S&P 500 Growth ETF stock for Q3 2022, down 5.9% quarter-over-quarter.
- 70 funds opened new iShares S&P 500 Growth ETF positions in Q3 2022 and 70 closed out, a net change of 0 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q3 2022 was Smith Anglin Financial, an estimated $39.3M added.
- The largest iShares S&P 500 Growth ETF seller in Q3 2022 was JP Morgan Chase, an estimated $390M sold.
Based on aggregated 13F filings for Q3 2022.