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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
FBT
1526
First Bank & Trust
South Dakota
$209K – – –
TWA
1527
Talisman Wealth Advisors
New Jersey
$208K +$201K +2,182 New
CTFG
1528
Capstone Triton Financial Group
Oklahoma
$207K – – –
MFG
1529
Menard Financial Group
Texas
$207K – – –
GCA
1530
Greenwood Capital Associates
South Carolina
$207K +$199K +2,160 New
RFG
1531
REAP Financial Group
Texas
$207K -$40.5K -439 -17%
EIA
1532
Edgemoor Investment Advisors
Maryland
$206K +$199K +2,153 New
HS
1533
Horan Securities
United States
$206K +$198K +2,150 New
GAG
1534
Goodman Advisory Group
Massachusetts
$205K – – –
WTA
1535
Washington Trust Advisors
Massachusetts
$205K – – –
CAS
1536
Coppell Advisory Solutions
Texas
$205K +$29.5K +320 +18%
BFIM
1537
Beese Fulmer Investment Management
Ohio
$204K +$197K +2,132 New
T. Rowe Price Associates
1538
T. Rowe Price Associates
Maryland
$203K +$196K +2,119 New
PGF
1539
Plan Group Financial
Oklahoma
$202K +$195K +2,109 New
BPFA
1540
Barnes Pettey Financial Advisors
Mississippi
$201K +$194K +2,100 New
ISL
1541
Ingalls & Snyder LLC
New York
$201K +$194K +2,099 New
AWA
1542
Authentikos Wealth Advisory
California
$201K +$194K +2,098 New
FNBOMD
1543
First National Bank of Mount Dora
Florida
$201K +$194K +2,096 New
BL
1544
BFSG LLC
California
$194K – – –
EWM
1545
Evermay Wealth Management
Virginia
$191K +$33.9K +367 +23%
TSMHT
1546
Thurston Springer Miller Herd & Titak
Indiana
$191K +$23.3K +252 +14%
DWM
1547
Darwin Wealth Management
Florida
$182K +$176K +1,901 New
ZB
1548
Zions Bancorporation
Utah
$181K – – –
TH
1549
TCTC Holdings
Texas
$175K – – –
SIS
1550
Strategic Investment Solutions
Illinois
$173K – – –
60 61
62
63 64

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.