iShares S&P 500 Growth ETF
1,879 hedge funds and large institutions have $42B invested in iShares S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 578 increasing their positions, 695 reducing their positions, and 58 closing their positions.
352% more first-time investments, than exits
New positions opened: 262 | Existing positions closed: 58
100% more call options, than puts
Call options by funds: $18.3M | Put options by funds: $9.13M
69% more capital inflows, than outflows
Capital inflows: $2.41B | Capital outflows: $1.42B
16% more funds holding in top 10
Funds holding in top 10: 187 → 216 (+29)
10% more funds holding
Funds holding: 1,710 → 1,879 (+169)
1.06% more ownership
Funds ownership: 72.89% → 73.95% (+1.1%)
17% less repeat investments, than reductions
Existing positions increased: 578 | Existing positions reduced: 695
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
|
+$100M |
| 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 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$82.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$76M |
| 5 |
Morgan Stanley
New York
|
-$70.8M |
IVW Hedge Fund Activity: Q4 2024 in Review
1,879 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2024, worth a combined $42B — up 7% from $39.2B a quarter earlier.
Buyers outnumbered sellers: 262 funds opened new IVW positions and 58 closed out — a net gain of 204 holders — while 578 added to existing stakes and 695 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.
- 1,879 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2024, up from 1,710 in Q3 2024.
- Funds reported $42B of iShares S&P 500 Growth ETF stock for Q4 2024, up 7% quarter-over-quarter.
- 262 funds opened new iShares S&P 500 Growth ETF positions in Q4 2024 and 58 closed out, a net change of +204 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.