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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
BEC
151
Blue Edge Capital
Virginia
$14.8M +$522K +6,845 +4%
BOS
152
Bank of Stockton
California
$14.8M +$77.2K +1,013 +0.5%
MAM
153
MMA Asset Management
Pennsylvania
$14.7M +$27.3K +358 +0.2%
PAG
154
Private Advisory Group
Washington
$14.4M +$661K +8,667 +5%
SWM
155
Spire Wealth Management
Virginia
$14.4M -$682K -8,943 -4%
RA
156
Rodgers & Associates
Pennsylvania
$14.3M -$590K -7,741 -4%
GW
157
GW & Wade
Massachusetts
$14.1M -$64.4K -845 -0.4%
GIM
158
Goelzer Investment Management
Indiana
$13.8M -$417K -5,467 -3%
GPA
159
Guidance Point Advisors
Massachusetts
$13.5M +$485K +6,362 +4%
WANY
160
Wealthspire Advisors (New York)
New York
$13.3M -$484K -6,343 -3%
APA
161
American Portfolios Advisors
New York
$13.1M +$3.02M +39,617 +29%
PGFC
162
Peapack-Gladstone Financial Corp
New Jersey
$13.1M -$123K -1,617 -0.9%
AFC
163
Adaptive Financial Consulting
Ohio
$13.1M +$47.2K +619 +0.4%
PFA
164
Pinnacle Family Advisors
Missouri
$13.1M +$12.9M +169,073 +2,122%
CAN
165
Cetera Advisor Networks
California
$12.6M -$39.6K -520 -0.3%
SPIA
166
Steward Partners Investment Advisory
New York
$12.5M -$180K -2,364 -1%
PR
167
Payden & Rygel
California
$12.2M +$331K +4,339 +3%
GL
168
Graypoint LLC
New York
$12.1M +$762 +10 +0%
LNWWM
169
Laird Norton Wetherby Wealth Management
California
$12M -$3.98M -52,200 -24%
Franklin Resources
170
Franklin Resources
California
$12M +$2.23M +29,273 +22%
CAG
171
Csenge Advisory Group
Florida
$12M +$94.9K +1,245 +0.8%
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$11.9M +$9.59M +125,843 +351%
BPA
173
Beacon Pointe Advisors
California
$11.7M -$1.71M -22,490 -12%
HW
174
Hancock Whitney
Mississippi
$11.6M +$1.08M +14,140 +10%
CA
175
Centerpoint Advisors
Massachusetts
$11.4M -$134K -1,753 -1%

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.