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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
HT
76
Hefren-Tillotson
Pennsylvania
$31.2M +$2.4M +31,469 +8%
Creative Planning
77
Creative Planning
Kansas
$30.7M -$322K -4,223 -1%
FMC
78
First Merchants Corp
Indiana
$30.3M -$548K -7,192 -2%
PFM
79
Parsec Financial Management
North Carolina
$30M +$1.63M +21,327 +6%
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$29.8M +$3.83M +50,200 +14%
BF
81
BOK Financial
Oklahoma
$28.9M +$29.8M +390,583 New
TCBWMS
82
Texas Capital Bank Wealth Management Services
Texas
$28.8M +$20.6M +270,583 +227%
ANB
83
Amarillo National Bank
Texas
$28.7M +$9.48M +124,374 +47%
PAIM
84
Punch & Associates Investment Management
Minnesota
$28.5M -$1.58M -20,770 -5%
Citigroup
85
Citigroup
New York
$27.7M -$1.48M -19,442 -5%
EWMCB
86
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$26.8M -$2.17M -28,450 -7%
CAI
87
Capital Advisors Inc
Oklahoma
$26.5M -$733K -9,615 -3%
FMWA
88
Forvis Mazars Wealth Advisors
Missouri
$26.2M -$972K -12,756 -3%
SVCP
89
Silicon Valley Capital Partners
California
$26M -$59.3K -778 -0.2%
CG
90
Colony Group
Massachusetts
$25.8M -$357K -4,683 -1%
WIA
91
World Investment Advisors
California
$25.7M +$1.5M +19,678 +6%
HWA
92
Hilltop Wealth Advisors
North Carolina
$25.6M -$1.02M -13,387 -4%
KAS
93
Kestra Advisory Services
Texas
$25.2M +$2.57M +33,745 +11%
MGIA
94
Moneta Group Investment Advisors
Missouri
$25.2M +$1.24M +16,223 +5%
AWM
95
AE Wealth Management
Kansas
$25.1M +$8.37M +109,817 +48%
AWM
96
Avior Wealth Management
Nebraska
$25M +$19.7M +257,781 +318%
WJA
97
Willis Johnson & Associates
Texas
$25M -$94.8M -1,243,125 -79%
SWP
98
ShoreHaven Wealth Partners
New Jersey
$24.8M -$1.12M -14,741 -4%
MML Investors Services
99
MML Investors Services
Massachusetts
$24.8M -$246K -3,223 -1%
IA
100
IFP Advisors
Florida
$24.5M +$9.4M +123,289 +60%

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.