iShares S&P 500 Growth ETF
IVW
1,657 hedge funds and large institutions have $39.5B invested in iShares S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 648 increasing their positions, 522 reducing their positions, and 63 closing their positions.
132% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 63
47% more call options, than puts
Call options by funds: $25.7M | Put options by funds: $17.5M
24% more repeat investments, than reductions
Existing positions increased: 648 | Existing positions reduced: 522
24% more funds holding in top 10
Funds holding in top 10: 153 → 189 (+36)
22% more capital invested
Capital invested by funds: $32.3B → $39.5B (+$7.23B)
4% more funds holding
Funds holding: 1,596 → 1,657 (+61)
2.02% more ownership
Funds ownership: 72.75% → 74.77% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.35B |
| 2 |
LPL Financial
San Diego,
California
|
+$346M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$207M |
| 4 |
Morgan Stanley
New York
|
+$169M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$408M |
| 2 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$25.9M |
| 3 |
Goldman Sachs
New York
|
-$23.1M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$20.2M |
| 5 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$18.5M |
IVW Hedge Fund Activity: Q2 2024 in Review
1,657 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2024, worth a combined $39.5B — up 22% from $32.3B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new IVW positions and 63 closed out — a net gain of 83 holders — while 648 added to existing stakes and 522 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.35B. The largest seller was Jones Financial Companies, cutting an estimated $408M.
- 1,657 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2024, up from 1,596 in Q1 2024.
- Funds reported $39.5B of iShares S&P 500 Growth ETF stock for Q2 2024, up 22% quarter-over-quarter.
- 146 funds opened new iShares S&P 500 Growth ETF positions in Q2 2024 and 63 closed out, a net change of +83 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $1.35B added.
- The largest iShares S&P 500 Growth ETF seller in Q2 2024 was Jones Financial Companies, an estimated $408M sold.
Based on aggregated 13F filings for Q2 2024.