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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
JIC
176
Johnson Investment Counsel
Ohio
$11.3M -$19.7K -259 -0.2%
CAL
177
Capital Analysts LLC
Pennsylvania
$11.2M +$51.1K +671 +0.4%
CFB
178
Cullen/Frost Bankers
Texas
$11.1M -$135K -1,777 -1%
CPSC
179
Carl P. Sherr & Co
Massachusetts
$11M -$157K -2,064 -1%
DIP
180
DT Investment Partners
Pennsylvania
$10.8M
IF
181
Ironwood Financial
Arizona
$10.7M +$63K +826 +0.6%
APP
182
Avantax Planning Partners
Iowa
$10.7M -$55K -722 -0.5%
FFBTD
183
First Financial Bank - Trust Division
Ohio
$10.5M +$255K +3,350 +2%
CAL
184
Capital Advisors Ltd
Ohio
$10.5M +$75.3K +988 +0.7%
PWP
185
Personal Wealth Partners
Minnesota
$10.3M -$359K -4,708 -3%
GWM
186
Geneos Wealth Management
Colorado
$10.2M +$56.1K +736 +0.5%
AIM
187
Acropolis Investment Management
Missouri
$10.2M -$28.4K -373 -0.2%
CFA
188
Camarda Financial Advisors
Florida
$10.1M +$10.4M +136,611 New
BFPW
189
BOK Financial Private Wealth
Colorado
$9.97M -$274K -3,597 -3%
NB
190
Nicolet Bankshares
Wisconsin
$9.96M -$735K -9,640 -7%
VWA
191
Visionary Wealth Advisors
Illinois
$9.92M -$96K -1,259 -0.9%
F
192
F3Logic
Minnesota
$9.89M +$244K +3,207 +2%
LWA
193
LWS Wealth Advisors
New Jersey
$9.84M -$144K -1,883 -1%
FBA
194
Front Barnett Associates
Illinois
$9.81M -$98.8K -1,296 -1%
SS
195
Sunbelt Securities
Texas
$9.78M
PFG
196
Pacific Financial Group
Washington
$9.73M -$143K -1,877 -1%
MIAN
197
Mariner Independent Advisor Network
Kansas
$9.69M -$760K -9,971 -7%
BOTW
198
Bank of the West
California
$9.54M +$260K +3,412 +3%
JFA
199
Johanson Financial Advisors
California
$9.54M -$22.1K -290 -0.2%
RWM
200
RKL Wealth Management
Pennsylvania
$9.34M -$139K -1,825 -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.