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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
CICI
1101
Capital Investment Counsel Inc
North Carolina
$45K
Optiver Holding
1102
Optiver Holding
Netherlands
$45K +$46.1K +605 New
WWM
1103
Wolff Wiese Magana
California
$44K
SFPG
1104
Stonebridge Financial Planning Group
Florida
$43K
MFA
1105
McClarren Financial Advisors
Pennsylvania
$41K
HI
1106
Hudock Inc
Pennsylvania
$39K +$76 +1 +0.2%
PP
1107
PrairieView Partners
Minnesota
$38K
KA
1108
Kozak & Associates
Colorado
$38K +$34.9K +458 New
MHR
1109
Matthew Hamilton Rosenberg
$38K +$39.6K +520 New
EW
1110
Element Wealth
Mississippi
$37K
WB
1111
Webster Bank
Connecticut
$37K
CI
1112
CX Institutional
Indiana
$36K
JWBC
1113
John W. Brooker & Co
California
$36K
WWMSC
1114
Wagner Wealth Management (South Carolina)
South Carolina
$36K +$76 +1 +0.2%
BWP
1115
Baldwin Wealth Partners
Massachusetts
$35K
MIM
1116
Macroview Investment Management
Maryland
$34K
CMBA
1117
C.M. Bidwell & Associates
Hawaii
$33K +$34.5K +452 New
SWM
1118
Sugarloaf Wealth Management
Georgia
$32K
AA
1119
Addison Advisors
Vermont
$30K
AIA
1120
Armor Investment Advisors
North Carolina
$30K
VCM
1121
Versant Capital Management
Arizona
$30K
LFG
1122
Larson Financial Group
Missouri
$29K +$29.6K +388 New
AIM
1123
Anchor Investment Management
South Carolina
$26.3K
ME
1124
McIlrath & Eck
Washington
$25K -$5.03K -66 -17%
OAJ
1125
Ogorek Anthony Joseph
New York
$24K

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.