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.
125% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 51
3% more funds holding
Funds holding: 1,657 → 1,701 (+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: 189 → 187 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$145M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$79.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$39.3M |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$35.1M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$33.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$380M |
| 2 |
JP Morgan Chase
New York
|
-$328M |
| 3 |
Goldman Sachs
New York
|
-$272M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$234M |
| 5 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$120M |
IVW Hedge Fund Activity: Q3 2024 in Review
1,701 of the 6,965 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.