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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
MAG
1001
MRA Advisory Group
New Jersey
$340K +$322 +4 +0.1%
TF
1002
TRH Financial
Iowa
$337K +$403 +5 +0.1%
VC
1003
Veery Capital
Delaware
$337K +$967 +12 +0.3%
MFG
1004
MidWestOne Financial Group
Iowa
$336K – – –
EWA
1005
Exencial Wealth Advisors
Oklahoma
$336K +$324K +4,018 New
MMG
1006
Monetary Management Group
Missouri
$335K – – –
HNWAG
1007
High Net Worth Advisory Group
Florida
$335K +$322K +4,000 New
RMDI
1008
R.M. Davis Inc
Maine
$334K -$80.7K -1,002 -20%
WHG
1009
Westwood Holdings Group
Texas
$334K – – –
CCA
1010
Clearwater Capital Advisors
Illinois
$333K -$8.86K -110 -3%
FI
1011
Financial Insights
Washington
$332K – – –
GJIC
1012
Gamble Jones Investment Counsel
California
$332K – – –
TA
1013
TruWealth Advisors
Louisiana
$330K – – –
KCM
1014
Karp Capital Management
California
$329K – – –
PGA
1015
Portland Global Advisors
Maine
$328K – – –
CP
1016
Covenant Partners
Tennessee
$327K – – –
CFAM
1017
Center For Asset Management
Florida
$327K +$242 +3 +0.1%
AAS
1018
Annex Advisory Services
Wisconsin
$326K +$40.2K +499 +15%
GKWIM
1019
Gerber Kawasaki Wealth & Investment Management
California
$325K +$313K +3,883 +77,660%
AHIA
1020
Andrew Hill Investment Advisors
Florida
$324K +$313K +3,882 New
CWA
1021
Cornerstone Wealth Advisors
Minnesota
$322K -$12.1K -150 -4%
JF
1022
JSF Financial
California
$322K – – –
OHIS
1023
Oak Harvest Investment Services
Texas
$321K +$7.82K +97 +3%
C
1024
CEDRUS
Colorado
$319K +$307K +3,814 New
CAN
1025
Claraphi Advisory Network
United States
$318K – – –
39 40
41
42 43

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.