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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
Kovitz Investment Group Partners
126
Kovitz Investment Group Partners
Illinois
$18.5M +$67K +879 +0.4%
PRWA
127
Platte River Wealth Advisors
Colorado
$18.4M +$3.05M +40,074 +19%
PSP
128
Principal Street Partners
Tennessee
$18.2M +$2.37M +31,126 +14%
KL
129
KWMG LLC
Kansas
$18M +$260K +3,410 +1%
FLA
130
Financial Life Advisors
Texas
$17.7M +$130K +1,701 +0.7%
TW
131
Transform Wealth
Colorado
$17.4M +$103K +1,351 +0.6%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$17.4M +$3.61M +47,307 +25%
HF
133
Halpern Financial
Virginia
$16.9M -$621K -8,143 -3%
FWP
134
FAS Wealth Partners
Kansas
$16.9M -$269K -3,525 -2%
PCTC
135
Perkins Coie Trust Company
Washington
$16.8M -$1.37M -17,988 -7%
DSA
136
Droms Strauss Advisors
Missouri
$16.8M +$45.7K +600 +0.3%
IFS
137
Ifrah Financial Services
Arkansas
$16.8M -$501K -6,567 -3%
CFG
138
Citizens Financial Group
Rhode Island
$16.8M +$1.1M +14,420 +7%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$16.7M -$886K -11,629 -5%
CA
140
Cetera Advisors
Colorado
$16.4M +$637K +8,362 +4%
MFM
141
Mirsky Financial Management
New York
$16.4M +$119K +1,566 +0.7%
CS
142
Comerica Securities
Michigan
$16.4M -$754K -9,888 -4%
AIC
143
Ameritas Investment Company
Nebraska
$15.9M +$8.06M +105,758 +96%
GIA
144
Gladstone Institutional Advisory
Florida
$15.7M +$2.9M +38,033 +22%
AI
145
Atria Investments
North Carolina
$15.6M +$1.04M +13,698 +7%
TFCP
146
Twin Focus Capital Partners
Massachusetts
$15.3M +$2.58M +33,785 +19%
WP
147
WealthPLAN Partners
Nebraska
$15.1M +$2M +26,238 +17%
FAIM
148
Financial Advocates Investment Management
Washington
$15M +$3.09M +40,534 +25%
SAM
149
Silvercrest Asset Management
New York
$15M +$232K +3,040 +2%
ECM
150
Evergreen Capital Management
Washington
$14.9M +$113K +1,485 +0.7%

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.