iShares S&P 500 Growth ETF
IVW
1,869 hedge funds and large institutions have $45.1B invested in iShares S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 261 funds opening new positions, 574 increasing their positions, 691 reducing their positions, and 58 closing their positions.
350% more first-time investments, than exits
New positions opened: 261 | Existing positions closed: 58
100% more call options, than puts
Call options by funds: $18.3M | Put options by funds: $9.13M
15% more capital invested
Capital invested by funds: $39.2B → $45.1B (+$5.92B)
14% more funds holding in top 10
Funds holding in top 10: 187 → 214 (+27)
10% more funds holding
Funds holding: 1,701 → 1,869 (+168)
0.76% more ownership
Funds ownership: 73.14% → 73.89% (+0.76%)
17% less repeat investments, than reductions
Existing positions increased: 574 | Existing positions reduced: 691
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$304M |
| 2 |
LPL Financial
San Diego,
California
|
+$225M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$104M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$99.7M |
| 5 |
JP Morgan Chase
New York
|
+$76.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$244M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$180M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$156M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$82.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$76M |
IVW Hedge Fund Activity: Q4 2024 in Review
1,869 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2024, worth a combined $45.1B — up 15% from $39.2B a quarter earlier.
Buyers outnumbered sellers: 261 funds opened new IVW positions and 58 closed out — a net gain of 203 holders — while 574 added to existing stakes and 691 trimmed.
The largest buyer was Fidelity International, opening a new position worth an estimated $304M. The largest seller was Jones Financial Companies, cutting an estimated $244M.
- 1,869 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2024, up from 1,701 in Q3 2024.
- Funds reported $45.1B of iShares S&P 500 Growth ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 261 funds opened new iShares S&P 500 Growth ETF positions in Q4 2024 and 58 closed out, a net change of +203 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2024 was Fidelity International, an estimated $304M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2024 was Jones Financial Companies, an estimated $244M sold.
Based on aggregated 13F filings for Q4 2024.