Fund Holdings Show Interest in S&P 500 Growth ETF IVW

Market Insight: Hedge funds show mixed sentiments for IVW. While some increase positions, aggregate share counts drop. A cautious investor's watch is advised.

Date: 10-02-2025

AI Rating: 5

Recent 13F filings indicate a notable activity around iShares Trust - S&P 500 Growth ETF (IVW), where 8 hedge funds reported their holdings. However, it is crucial to note that these filings only disclose long positions, potentially masking bearish strategies. The analysis revealed a net increase of 26,395 shares from select funds, implying a fragmentary bullish sentiment towards IVW.

Share Activity: While some hedge funds have ramped up their positions, the aggregate share count has actually seen a decrease, dropping from 93,494,019 to 92,663,746. This represents a decline of approximately -0.89%, suggesting a net selling pressure across all reported funds during the assessment period.

The top funds holding IVW include Jones Financial Companies Lllp with 5,888,244 shares, CWM LLC at 5,377,109 shares, and M&T Bank Corp managing 4,630,622 shares. This shift in positions and overall share count merits close attention from investors, as such trends can influence IVW's stock price going forward.

Investors should consider the mixed signals conveyed through these filings. While certain funds are taking new positions or increasing existing ones, the overall reduction in aggregate shareholding could indicate caution or bearish sentiment among other market participants.

Stocks: IVW