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iShares S&P 500 Growth ETF

1,162 hedge funds and large institutions have $22.7B invested in iShares S&P 500 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 324 increasing their positions, 443 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $9.14M | Put options by funds: $2.76M

146% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 35

6% more funds holding in top 10

Funds holding in top 10: 94100 (+6)

2% more funds holding

Funds holding: 1,1361,162 (+26)

1% more capital invested

Capital invested by funds: $22.4B → $22.7B (+$288M)

1.14% less ownership

Funds ownership: 65.17%64.03% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 443

Holders
1,162
Holders Change
+26
Holders Change %
+2.29%
% of All Funds
20.34%
Holding in Top 10
100
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.38%
% of All Funds
1.75%
New
86
Increased
324
Reduced
443
Closed
35
Calls
$9.14M
Puts
$2.76M
Net Calls
+$6.38M
Net Calls Change
-$4.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$165M +$6.25M +81,953 +4%
Lido Advisors
27
Lido Advisors
California
$155M +$94.8M +1,243,204 +145%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$144M -$713K -9,355 -0.5%
HNB
29
Huntington National Bank
Ohio
$129M
US Bancorp
30
US Bancorp
Minnesota
$124M -$2.99M -39,225 -2%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$109M +$7.47K +98 +0%
Truist Financial
32
Truist Financial
North Carolina
$108M +$24.8M +325,238 +29%
HighTower Advisors
33
HighTower Advisors
Illinois
$101M +$76 +1 +0%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$98.7M +$2.6M +34,113 +3%
SL
35
Salomon & Ludwin
Virginia
$98.4M -$3.27M -42,835 -3%
CC
36
Courier Capital
New York
$91.2M -$2.5M -32,784 -3%
MMA
37
Miracle Mile Advisors
California
$85.9M -$867K -11,376 -1%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$82M +$2.36M +30,919 +3%
KeyBank National Association
39
KeyBank National Association
Ohio
$81.3M +$1.62M +21,300 +2%
VA
40
Valmark Advisers
Ohio
$73.4M -$1.34M -17,632 -2%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$69.5M +$3.71M +48,730 +6%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$69.4M
TAIM
43
TD Ameritrade Investment Management
Nebraska
$69M -$57.7M -756,538 -72%
ABTD
44
Arvest Bank Trust Division
Oklahoma
$69M -$1.72M -22,545 -2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$65.2M -$90.8M -1,191,257 -57%
PSUF
46
People's United Financial
Connecticut
$64.8M -$4.99M -65,514 -7%
LI
47
LVZ Inc
Michigan
$60.8M +$735K +9,638 +1%
UCFA
48
United Capital Financial Advisors
Texas
$57.8M -$2.5M -32,845 -4%
PIM
49
Parker Investment Management
California
$57.6M +$24.8M +325,445 +72%
FHB
50
First Hawaiian Bank
Hawaii
$54M -$1.3M -17,077 -2%

IVW Hedge Fund Activity: Q3 2021 in Review

1,162 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2021, worth a combined $22.7B — up 1.3% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IVW positions and 35 closed out — a net gain of 51 holders — while 324 added to existing stakes and 443 trimmed.

The largest buyer was Lido Advisors, adding an estimated $94.8M. The largest seller was Wells Fargo, cutting an estimated $134M.

  • 1,162 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2021, up from 1,136 in Q2 2021.
  • Funds reported $22.7B of iShares S&P 500 Growth ETF stock for Q3 2021, up 1.3% quarter-over-quarter.
  • 86 funds opened new iShares S&P 500 Growth ETF positions in Q3 2021 and 35 closed out, a net change of +51 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q3 2021 was Lido Advisors, an estimated $94.8M added.
  • The largest iShares S&P 500 Growth ETF seller in Q3 2021 was Wells Fargo, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2021.