iShares S&P 500 Growth ETF
1,100 hedge funds and large institutions have $20.6B invested in iShares S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 275 increasing their positions, 481 reducing their positions, and 77 closing their positions.
171% more call options, than puts
Call options by funds: $6.35M | Put options by funds: $2.34M
1.12% more ownership
Funds ownership: 65.43% → 66.55% (+1.1%)
3% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 77
3% less capital invested
Capital invested by funds: $21.3B → $20.6B (-$695M)
2% less funds holding
Funds holding: 1,120 → 1,100 (-20)
17% less funds holding in top 10
Funds holding in top 10: 107 → 89 (-18)
43% less repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 481
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$346M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$79.1M |
| 3 |
GL
Graypoint LLC
Albany,
New York
|
+$50.7M |
| 4 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$32.4M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$205M |
| 2 |
CM
Churchill Management
Los Angeles,
California
|
-$199M |
| 3 |
JP Morgan Chase
New York
|
-$103M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$97.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$79M |
IVW Hedge Fund Activity: Q1 2021 in Review
1,100 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2021, worth a combined $20.6B — down 3.3% from $21.3B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of IVW and 75 opened new positions — a net loss of 2 holders — while 481 trimmed existing stakes and 275 added.
The largest buyer was Financial Perspectives, adding an estimated $346M. The largest seller was Envestnet Asset Management, cutting an estimated $205M.
- 1,100 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2021, down from 1,120 in Q4 2020.
- Funds reported $20.6B of iShares S&P 500 Growth ETF stock for Q1 2021, down 3.3% quarter-over-quarter.
- 75 funds opened new iShares S&P 500 Growth ETF positions in Q1 2021 and 77 closed out, a net change of -2 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q1 2021 was Financial Perspectives, an estimated $346M added.
- The largest iShares S&P 500 Growth ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $205M sold.
Based on aggregated 13F filings for Q1 2021.