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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
SAF
101
Smith Anglin Financial
Texas
$24.2M -$1.48M -19,381 -6%
MCM
102
MV Capital Management
Maryland
$23.8M -$185K -2,430 -0.8%
SEI Investments
103
SEI Investments
Pennsylvania
$23.6M -$1.25M -16,435 -5%
UB
104
UMB Bank
Missouri
$22.7M +$1.94M +25,439 +9%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$22.7M +$1.55M +20,296 +7%
GIA
106
GHP Investment Advisors
Colorado
$22.6M -$768K -10,074 -3%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$22.2M +$892K +11,702 +4%
Comerica Bank
108
Comerica Bank
Texas
$21.8M -$1.39M -18,209 -6%
MWM
109
Modera Wealth Management
New Jersey
$21.7M -$18.9M -247,975 -46%
ASN
110
Advisory Services Network
Georgia
$21.4M -$137K -1,793 -0.6%
CFA
111
Cahill Financial Advisors
Minnesota
$21.3M -$917K -12,025 -4%
BZWA
112
Blue Zone Wealth Advisors
California
$20.7M +$919K +12,052 +4%
MA
113
MUFG Americas
New York
$20.5M -$1.97M -25,871 -9%
AIA
114
Alera Investment Advisors
Illinois
$20.4M -$75.9K -996 -0.4%
TCM
115
Traynor Capital Management
Pennsylvania
$20.4M -$1.13M -14,877 -5%
CL
116
Choreo LLC
Illinois
$20.1M -$317K -4,160 -2%
SWPG
117
Strategic Wealth Partners Group
Illinois
$20M +$20.7M +271,203 New
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$19.7M -$165K -2,158 -0.8%
JMF
119
Johnson Midwest Financial
Iowa
$19.7M +$20.3M +266,243 New
SFI
120
SPC Financial Inc
Maryland
$19.5M -$895K -11,739 -4%
PP
121
Prudential plc
United Kingdom
$19.4M +$20M +262,100 New
PIA
122
Powell Investment Advisors
Florida
$19.3M -$408K -5,347 -2%
AAS
123
Avantax Advisory Services
Texas
$19.3M -$1.41M -18,472 -7%
ISWM
124
Independent Solutions Wealth Management
New York
$19.3M -$4.07M -53,416 -17%
V
125
Veritable
Delaware
$19.2M

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.