iShares S&P 500 Growth ETF
1,341 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 419 increasing their positions, 489 reducing their positions, and 42 closing their positions.
1,167% more call options, than puts
Call options by funds: $44.3M | Put options by funds: $3.49M
221% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 42
10% more capital invested
Capital invested by funds: $20B → $22.1B (+$2.08B)
9% more funds holding in top 10
Funds holding in top 10: 97 → 106 (+9)
6% more funds holding
Funds holding: 1,260 → 1,341 (+81)
0.27% more ownership
Funds ownership: 65.67% → 65.94% (+0.27%)
14% less repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 489
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$51.2M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$51M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$42.6M |
| 4 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
+$35.9M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$231M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$40.1M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$26.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$21.8M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$21.8M |
IVW Hedge Fund Activity: Q2 2023 in Review
1,341 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2023, worth a combined $22.1B — up 10% from $20B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new IVW positions and 42 closed out — a net gain of 93 holders — while 419 added to existing stakes and 489 trimmed.
The largest buyer was LPL Financial, adding an estimated $51.2M. The largest seller was JP Morgan Chase, cutting an estimated $231M.
- 1,341 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2023, up from 1,260 in Q1 2023.
- Funds reported $22.1B of iShares S&P 500 Growth ETF stock for Q2 2023, up 10% quarter-over-quarter.
- 135 funds opened new iShares S&P 500 Growth ETF positions in Q2 2023 and 42 closed out, a net change of +93 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q2 2023 was LPL Financial, an estimated $51.2M added.
- The largest iShares S&P 500 Growth ETF seller in Q2 2023 was JP Morgan Chase, an estimated $231M sold.
Based on aggregated 13F filings for Q2 2023.