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iShares S&P 500 Growth ETF
IVW

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: 1,657 → 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

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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$145M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$79.5M
3
Ameriprise
Ameriprise
Minnesota
+$39.3M
4
PA
Parallel Advisors
California
+$35.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$33.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$380M
2
JP Morgan Chase
JP Morgan Chase
New York
-$328M
3
Goldman Sachs
Goldman Sachs
New York
-$272M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$234M
5
SAF
Smith Anglin Financial
Texas
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1426
Global Assets Advisory
Florida
$269K -$167K -1,811 -39%
DF
1427
Dunhill Financial
United Kingdom
$268K +$215K +2,333 +500%
GBT
1428
Grove Bank & Trust
Florida
$266K – – –
TGAM
1429
TBH Global Asset Management
Tennessee
$266K – – –
EIG
1430
Ellenbecker Investment Group
Wisconsin
$265K +$92 +1 +0%
MAG
1431
MRA Advisory Group
New Jersey
$263K +$369 +4 +0.1%
SAM
1432
SP Asset Management
California
$262K +$369 +4 +0.1%
PSIWM
1433
Paradigm Strategies in Wealth Management
Minnesota
$262K – – –
FA
1434
Fortis Advisors
Pennsylvania
$262K +$20.8K +225 +9%
IAS
1435
Insigneo Advisory Services
Florida
$262K -$106K -1,149 -30%
PP
1436
Patten & Patten
Tennessee
$260K -$6.92K -75 -3%
ST
1437
Sabal Trust
Florida
$260K – – –
PA
1438
PSI Advisors
Florida
$260K – – –
AIM
1439
Avity Investment Management
Connecticut
$258K – – –
UL
1440
Unionview LLC
Washington
$257K +$92 +1 +0%
BCM
1441
Becker Capital Management
Oregon
$256K – – –
ECM
1442
Exchange Capital Management
Michigan
$256K -$9.23K -100 -4%
UAS
1443
United Asset Strategies
New York
$256K – – –
SMC
1444
Smith, Moore & Co
Missouri
$255K – – –
RIM
1445
Rockbridge Investment Management
New York
$254K – – –
TCOV
1446
Trust Company of Vermont
Vermont
$254K +$19.2K +208 +9%
PSA
1447
Plum Street Advisors
Louisiana
$254K – – –
WPP
1448
Whalerock Point Partners
Rhode Island
$253K – – –
VPWA
1449
Vestia Personal Wealth Advisors
Indiana
$253K -$554 -6 -0.2%
DFC
1450
DB Fitzpatrick & Co
Idaho
$253K -$462 -5 -0.2%
56 57
58
59 60

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.