iShares S&P 500 Growth ETF
1,600 hedge funds and large institutions have $32.3B invested in iShares S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 575 increasing their positions, 574 reducing their positions, and 73 closing their positions.
256% more call options, than puts
Call options by funds: $31.8M | Put options by funds: $8.93M
103% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 73
26% more funds holding in top 10
Funds holding in top 10: 121 → 153 (+32)
24% more capital invested
Capital invested by funds: $26B → $32.3B (+$6.31B)
3% more funds holding
Funds holding: 1,550 → 1,600 (+50)
2.6% more ownership
Funds ownership: 70.12% → 72.72% (+2.6%)
0% more repeat investments, than reductions
Existing positions increased: 575 | Existing positions reduced: 574
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$948M |
| 2 |
LPL Financial
San Diego,
California
|
+$282M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$205M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$157M |
| 5 |
BlackRock
New York
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$169M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
-$41M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$37.9M |
| 4 |
Goldman Sachs
New York
|
-$37.2M |
| 5 |
Two Sigma Advisers
New York
|
-$33.9M |
IVW Hedge Fund Activity: Q1 2024 in Review
1,600 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2024, worth a combined $32.3B — up 24% from $26B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new IVW positions and 73 closed out — a net gain of 75 holders — while 575 added to existing stakes and 574 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $948M. The largest seller was Osaic Holdings, cutting an estimated $169M.
- 1,600 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2024, up from 1,550 in Q4 2023.
- Funds reported $32.3B of iShares S&P 500 Growth ETF stock for Q1 2024, up 24% quarter-over-quarter.
- 148 funds opened new iShares S&P 500 Growth ETF positions in Q1 2024 and 73 closed out, a net change of +75 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $948M added.
- The largest iShares S&P 500 Growth ETF seller in Q1 2024 was Osaic Holdings, an estimated $169M sold.
Based on aggregated 13F filings for Q1 2024.