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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
PAG
51
Private Advisor Group
New Jersey
$51.5M +$19.1M +250,037 +56%
SIA
52
Stegner Investment Associates
Kentucky
$50.4M -$158K -2,069 -0.3%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$45M -$263K -3,448 -0.6%
1IA
54
1834 Investment Advisors
Wisconsin
$45M -$197K -2,585 -0.4%
TPCW
55
TD Private Client Wealth
New York
$44.7M -$1.66M -21,742 -3%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$44.6M -$976K -12,800 -2%
HI
57
Harbour Investments
Wisconsin
$43M -$169K -2,217 -0.4%
AIP
58
Ameritas Investment Partners
Nebraska
$43M +$1.67M +21,843 +4%
AF
59
Allworth Financial
California
$42.1M -$163K -2,144 -0.4%
MCM
60
MAI Capital Management
Ohio
$41.7M +$1.43M +18,775 +3%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$39.9M +$29.6M +388,400 +257%
CWM
62
Connecticut Wealth Management
Connecticut
$39.3M -$1.39M -18,279 -3%
PA
63
Probity Advisors
Texas
$39M +$232K +3,037 +0.6%
Financial Engines Advisors
64
Financial Engines Advisors
California
$38.3M +$811K +10,633 +2%
SCM
65
SCS Capital Management
Massachusetts
$37.5M -$669K -8,772 -2%
Two Sigma Investments
66
Two Sigma Investments
New York
$37M +$35.7M +468,500 +1,464%
PWM
67
Praetorian Wealth Management
California
$36.6M -$390K -5,119 -1%
BCM
68
Brookstone Capital Management
Illinois
$35.3M +$26.4M +346,254 +276%
NSIM
69
North Star Investment Management
Illinois
$34.7M +$433K +5,678 +1%
Northern Trust
70
Northern Trust
Illinois
$34.2M -$3.72M -48,820 -10%
SPC
71
Sigma Planning Corp
Michigan
$33.7M -$943K -12,367 -3%
SI
72
Stephens Inc
Arkansas
$32.9M +$126K +1,650 +0.4%
EWA
73
Encompass Wealth Advisors
Oregon
$32.8M -$93.2K -1,222 -0.3%
BB
74
Busey Bank
Illinois
$32.5M -$177K -2,316 -0.5%
GT
75
Greenleaf Trust
Michigan
$31.2M -$1.02M -13,351 -3%

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.