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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
EWA
1176
Exencial Wealth Advisors
Oklahoma
-$282K -3,884 Closed
SB
1177
Strategic Blueprint
Georgia
-$274K -3,771 Closed
MAS
1178
Managed Account Services
Florida
-$264K -3,628 Closed
WBG
1179
Wharton Business Group
Pennsylvania
-$246K -3,386 Closed
KWM
1180
Keebeck Wealth Management
Illinois
-$245K -3,365 Closed
QC
1181
QCM Cayman
Texas
-$228K -3,131 Closed
AWE
1182
Avidian Wealth Enterprises
Texas
-$222K -3,054 Closed
BIA
1183
Bigelow Investment Advisors
Maine
-$205K -2,816 Closed
CSIC
1184
Clifford Swan Investment Counsel
California
-$212K -2,789 Closed
DIM
1185
Delta Investment Management
California
-$202K -2,783 Closed
SAS
1186
Stelac Advisory Services
New York
-$165K -2,267 Closed
PGWM
1187
Parisi Gray Wealth Management
New Jersey
-$139K -1,916 Closed
BWM
1188
Baystate Wealth Management
Massachusetts
-$113K -1,551 Closed
PA
1189
Perennial Advisors
New York
-$113K -1,548 Closed
SL
1190
Savior LLC
Massachusetts
-$41K -564 Closed
PWS
1191
Paragon Wealth Strategies
Florida
-$37K -515 Closed
FFG
1192
Ford Financial Group
California
-$26K -358 Closed
BU
1193
BBVA USA
Alabama
-$25K -350 Closed
HWM
1194
HighMark Wealth Management
Minnesota
-$9K -121 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.