iShares S&P 500 Growth ETF
IVW
1,553 hedge funds and large institutions have $26B invested in iShares S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 512 increasing their positions, 535 reducing their positions, and 48 closing their positions.
399% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $2.02M
358% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 48
55% more capital inflows, than outflows
Capital inflows: $1.63B | Capital outflows: $1.05B
16% more funds holding in top 10
Funds holding in top 10: 104 → 121 (+17)
10% more funds holding
Funds holding: 1,410 → 1,553 (+143)
0.89% more ownership
Funds ownership: 69.24% → 70.14% (+0.89%)
4% less repeat investments, than reductions
Existing positions increased: 512 | Existing positions reduced: 535
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$271M |
| 2 |
JP Morgan Chase
New York
|
+$184M |
| 3 |
USA Financial Formulas
Ada,
Michigan
|
+$60.9M |
| 4 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$42.4M |
| 5 |
World Investment Advisors
Santa Barbara,
California
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$364M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$137M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$78M |
| 4 |
Prudential plc
London, England,
United Kingdom
|
-$33M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$22.8M |
IVW Hedge Fund Activity: Q4 2023 in Review
1,553 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2023, worth a combined $26B — up 10% from $23.6B a quarter earlier.
Buyers outnumbered sellers: 220 funds opened new IVW positions and 48 closed out — a net gain of 172 holders — while 512 added to existing stakes and 535 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $271M. The largest seller was Jones Financial Companies, cutting an estimated $364M.
- 1,553 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2023, up from 1,410 in Q3 2023.
- Funds reported $26B of iShares S&P 500 Growth ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 220 funds opened new iShares S&P 500 Growth ETF positions in Q4 2023 and 48 closed out, a net change of +172 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2023 was Goldman Sachs, an estimated $271M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2023 was Jones Financial Companies, an estimated $364M sold.
Based on aggregated 13F filings for Q4 2023.