iShares S&P 500 Growth ETF
1,260 hedge funds and large institutions have $20B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 390 increasing their positions, 492 reducing their positions, and 64 closing their positions.
1,773% more call options, than puts
Call options by funds: $12.1M | Put options by funds: $648K
45% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 64
6% more capital invested
Capital invested by funds: $18.8B → $20B (+$1.17B)
0% more funds holding in top 10
Funds holding in top 10: 97 → 97 (0)
0% less funds holding
Funds holding: 1,262 → 1,260 (-2)
0.87% less ownership
Funds ownership: 66.54% → 65.67% (-0.87%)
21% less repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 492
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$75.9M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$53.9M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$47.9M |
| 4 |
CWM
Calamos Wealth Management
Naperville,
Illinois
|
+$46.8M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$367M |
| 2 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$186M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$68.9M |
| 4 |
APWM
Atlas Private Wealth Management
Albany,
New York
|
-$65.4M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$36.9M |
IVW Hedge Fund Activity: Q1 2023 in Review
1,260 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2023, worth a combined $20B — up 6.2% from $18.8B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new IVW positions and 64 closed out — a net gain of 29 holders — while 390 added to existing stakes and 492 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $75.9M. The largest seller was JP Morgan Chase, cutting an estimated $367M.
- 1,260 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2023, down from 1,262 in Q4 2022.
- Funds reported $20B of iShares S&P 500 Growth ETF stock for Q1 2023, up 6.2% quarter-over-quarter.
- 93 funds opened new iShares S&P 500 Growth ETF positions in Q1 2023 and 64 closed out, a net change of +29 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.