We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

1,701 hedge funds and large institutions have $39.2B invested in iShares S&P 500 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 552 increasing their positions, 688 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 51

3% more funds holding

Funds holding: 1,6571,701 (+44)

1% less capital invested

Capital invested by funds: $39.5B → $39.2B (-$340M)

1% less funds holding in top 10

Funds holding in top 10: 189187 (-2)

1.63% less ownership

Funds ownership: 74.77%73.14% (-1.6%)

20% less repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 688

21% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $42.9M

Holders
1,701
Holders Change
+44
Holders Change %
+2.66%
% of All Funds
24.43%
Holding in Top 10
187
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.06%
% of All Funds
2.69%
New
115
Increased
552
Reduced
688
Closed
51
Calls
$33.7M
Puts
$42.9M
Net Calls
-$9.2M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFG Advisory
Georgia
$4.14M -$178K -1,931 -4%
DWM
502
Dogwood Wealth Management
Kansas
$4.13M -$141K -1,525 -3%
CA
503
Capital Advantage
California
$4.11M +$1.08M +11,702 +38%
MFC
504
Morris Financial Concepts
South Carolina
$4.1M +$262K +2,833 +7%
Qube Research & Technologies (QRT)
505
Qube Research & Technologies (QRT)
United Kingdom
$4.06M +$1.08M +11,705 +38%
KAS
506
KPP Advisory Services
Kentucky
$4.05M -$545K -5,900 -12%
CAM
507
Concorde Asset Management
Michigan
$4.04M +$402K +4,349 +12%
WT
508
Whittier Trust
California
$4.02M
NPT
509
National Philanthropic Trust
Pennsylvania
$4.02M +$126K +1,360 +3%
ANTB
510
AMG National Trust Bank
Colorado
$4M -$93.2K -1,010 -2%
SIA
511
SGL Investment Advisors
Montana
$4M +$3.68M +39,819 New
SI
512
Stephens Inc
Arkansas
$3.99M -$134K -1,446 -3%
Vontobel Holding
513
Vontobel Holding
Switzerland
$3.99M -$201K -2,179 -5%
RFA
514
RTD Financial Advisors
Pennsylvania
$3.98M -$318K -3,445 -8%
SCI
515
S&CO Inc
Massachusetts
$3.94M
PAG
516
Private Advisory Group
Washington
$3.93M -$21.4K -232 -0.6%
SWP
517
SIMA Wealth Partners
Virginia
$3.9M -$47.7K -517 -1%
SFS
518
Sowell Financial Services
Arkansas
$3.87M -$331K -3,585 -8%
HCM
519
Hudson Capital Management
New Jersey
$3.85M +$926K +10,029 +33%
ST
520
Smithfield Trust
Pennsylvania
$3.83M
PFS
521
Prospera Financial Services
Texas
$3.83M +$425K +4,605 +13%
OCM
522
Objective Capital Management
Ohio
$3.8M +$3.67M +39,701 New
TI
523
Truepoint Inc
Ohio
$3.78M -$41.3K -447 -1%
PFA
524
Pinnacle Family Advisors
Missouri
$3.77M +$3.2M +34,680 +739%
BIG
525
Bush Investment Group
Georgia
$3.76M +$114K +1,239 +3%

IVW Hedge Fund Activity: Q3 2024 in Review

1,701 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2024, worth a combined $39.2B — down 0.86% from $39.5B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IVW positions and 51 closed out — a net gain of 64 holders — while 552 added to existing stakes and 688 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $145M. The largest seller was Fidelity International, exiting entirely with an estimated $380M sold.

  • 1,701 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2024, up from 1,657 in Q2 2024.
  • Funds reported $39.2B of iShares S&P 500 Growth ETF stock for Q3 2024, down 0.86% quarter-over-quarter.
  • 115 funds opened new iShares S&P 500 Growth ETF positions in Q3 2024 and 51 closed out, a net change of +64 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $145M added.
  • The largest iShares S&P 500 Growth ETF seller in Q3 2024 was Fidelity International, an estimated $380M sold.

Based on aggregated 13F filings for Q3 2024.