iShares S&P 500 Growth ETF
1,410 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 457 increasing their positions, 466 reducing their positions, and 60 closing their positions.
797% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $1.81M
467% more capital inflows, than outflows
Capital inflows: $2.7B | Capital outflows: $476M
135% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 60
5% more funds holding
Funds holding: 1,344 → 1,410 (+66)
3.28% more ownership
Funds ownership: 65.96% → 69.24% (+3.3%)
2% less repeat investments, than reductions
Existing positions increased: 457 | Existing positions reduced: 466
2% less funds holding in top 10
Funds holding in top 10: 106 → 104 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$544M |
| 2 |
LPL Financial
San Diego,
California
|
+$141M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$110M |
| 4 |
Morgan Stanley
New York
|
+$109M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$88.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
World Investment Advisors
Santa Barbara,
California
|
-$24.8M |
| 2 |
SCS Capital Management
Boston,
Massachusetts
|
-$24.6M |
| 3 |
Prudential plc
London, England,
United Kingdom
|
-$23.6M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$21.5M |
| 5 |
Strategic Equity Management
Tucson,
Arizona
|
-$15.2M |
IVW Hedge Fund Activity: Q3 2023 in Review
1,410 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2023, worth a combined $23.6B — up 6.7% from $22.1B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new IVW positions and 60 closed out — a net gain of 81 holders — while 457 added to existing stakes and 466 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $544M. The largest seller was World Investment Advisors, cutting an estimated $24.8M.
- 1,410 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2023, up from 1,344 in Q2 2023.
- Funds reported $23.6B of iShares S&P 500 Growth ETF stock for Q3 2023, up 6.7% quarter-over-quarter.
- 141 funds opened new iShares S&P 500 Growth ETF positions in Q3 2023 and 60 closed out, a net change of +81 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $544M added.
- The largest iShares S&P 500 Growth ETF seller in Q3 2023 was World Investment Advisors, an estimated $24.8M sold.
Based on aggregated 13F filings for Q3 2023.