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iShares S&P 500 Growth ETF
IVW

1,348 hedge funds and large institutions have $26.6B invested in iShares S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 386 increasing their positions, 427 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more first-time investments, than exits

New positions opened: 246 | Existing positions closed: 38

74% more call options, than puts

Call options by funds: $8.58M | Put options by funds: $4.92M

21% more funds holding in top 10

Funds holding in top 10: 100 → 121 (+21)

17% more capital invested

Capital invested by funds: $22.7B → $26.6B (+$3.84B)

16% more funds holding

Funds holding: 1,162 → 1,348 (+186)

1.03% more ownership

Funds ownership: 64.03% → 65.06% (+1%)

10% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 427

Holders
1,348
Holders Change
+186
Holders Change %
+16.01%
% of All Funds
20.74%
Holding in Top 10
121
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21%
% of All Funds
1.86%
New
246
Increased
386
Reduced
427
Closed
38
Calls
$8.58M
Puts
$4.92M
Net Calls
+$3.66M
Net Calls Change
-$2.72M

Top Buyers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
+$82.3M
2
LPL Financial
LPL Financial
California
+$62.3M
3
PIM
Parker Investment Management
California
+$57.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$56.3M
5
Mariner
Mariner
Kansas
+$51.6M

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$39.8M
2
EH
Equitable Holdings
New York
-$38M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$24.4M
5
WIA
World Investment Advisors
California
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
926
Wealthquest
Ohio
$428K – – –
SWA
927
Sax Wealth Advisors
New Jersey
$427K -$375K -4,653 -48%
AWM
928
Altium Wealth Management
New York
$426K +$134K +1,664 +49%
ACM
929
Alpha Capital Management
Texas
$423K -$7.65K -95 -2%
CFC
930
Coyle Financial Counsel
Illinois
$422K – – –
SC
931
Schoolcraft Capital
Colorado
$416K – – –
OCG
932
Opus Capital Group
Ohio
$416K +$44.5K +552 +13%
DT
933
Diversified Trust
Tennessee
$415K -$102K -1,263 -20%
MWA
934
Martel Wealth Advisors
Washington
$414K -$14.3K -178 -3%
CWM
935
Chesapeake Wealth Management
Virginia
$414K -$22.2K -275 -5%
SC
936
Shearwater Capital
Colorado
$412K +$397K +4,923 New
CAG
937
Curtis Advisory Group
California
$410K – – –
FB
938
Fulton Bank
Pennsylvania
$410K – – –
ATC
939
Argent Trust Co
Tennessee
$409K +$8.06K +100 +2%
CCT
940
Country Club Trust
Missouri
$408K -$193K -2,400 -33%
AWM
941
Affinity Wealth Management
Delaware
$408K -$59.7K -741 -12%
BBA
942
Braun-Bostich & Associates
Pennsylvania
$408K +$425K +5,271 New
CPFP
943
Clear Perspectives Financial Planning
Ohio
$407K -$88.6K -1,100 -18%
LGWM
944
Litman Gregory Wealth Management
California
$406K – – –
PL
945
Plancorp LLC
Missouri
$404K – – –
HPWM
946
Highland Private Wealth Management
Washington
$401K +$386K +4,794 New
AWA
947
Amplius Wealth Advisors
Pennsylvania
$401K +$387K +4,800 New
PCMC
948
Private Capital Management (Colorado)
Colorado
$398K – – –
USCWA
949
U.S. Capital Wealth Advisors
Texas
$398K +$383K +4,757 New
HCM
950
Highview Capital Management
Illinois
$398K +$383K +4,758 New
36 37
38
39 40

IVW Hedge Fund Activity: Q4 2021 in Review

1,348 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2021, worth a combined $26.6B — up 17% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 246 funds opened new IVW positions and 38 closed out — a net gain of 208 holders — while 386 added to existing stakes and 427 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $82.3M. The largest seller was Harbour Investments, cutting an estimated $39.8M.

  • 1,348 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2021, up from 1,162 in Q3 2021.
  • Funds reported $26.6B of iShares S&P 500 Growth ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 246 funds opened new iShares S&P 500 Growth ETF positions in Q4 2021 and 38 closed out, a net change of +208 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q4 2021 was Barber Financial Group, an estimated $82.3M added.
  • The largest iShares S&P 500 Growth ETF seller in Q4 2021 was Harbour Investments, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2021.