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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
HR
1151
Howe & Rusling
New York
$3K
PPWM
1152
PFG Private Wealth Management
Florida
$3K +$3.58K +47 New
SCA
1153
Stonebridge Capital Advisors
Minnesota
$2K
HWA
1154
Heritage Wealth Advisors
Virginia
$1.48K
SIS
1155
Sound Income Strategies
Florida
$1K -$16.2K -212 -96%
VNA
1156
Valley National Advisers
Pennsylvania
$1K +$762 +10 New
Amundi
1157
Amundi
France
$1K +$915 +12 New
ACA
1158
Aptus Capital Advisors
Alabama
$1K +$1.22K +16 New
BBHC
1159
Brown Brothers Harriman & Co
New York
$932
MCM
1160
MKP Capital Management
New York
-$13.7M -188,000 Closed
JWCA
1161
J.W. Cole Advisors
Florida
-$12.5M -171,971 Closed
FTUS
1162
Flow Traders U.S.
New York
-$5.54M -76,205 Closed
ASFA
1163
All Season Financial Advisors
Colorado
-$4.28M -58,842 Closed
ARC
1164
Advisor Resource Council
Texas
-$3.2M -44,037 Closed
Squarepoint
1165
Squarepoint
New York
-$2.78M -38,191 Closed
SAM
1166
Securian Asset Management
Minnesota
-$2.49M -34,200 Closed
CCA
1167
Childress Capital Advisors
Texas
-$1.88M -25,792 Closed
GWM
1168
GSB Wealth Management
Connecticut
-$1.21M -16,662 Closed
SPP
1169
Single Point Partners
Massachusetts
-$716K -9,840 Closed
CBT
1170
Capital Bank & Trust
California
-$397K -5,455 Closed
IC
1171
Inscription Capital
Texas
-$387K -5,319 Closed
CAC
1172
Core Alternative Capital
Georgia
-$371K -5,104 Closed
CAMG
1173
CWA Asset Management Group
Florida
-$339K -4,643 Closed
SWA
1174
Stratos Wealth Advisors
Ohio
-$323K -4,438 Closed
CWS
1175
Cypress Wealth Services
California
-$306K -4,202 Closed

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.