We are live on ! Find out more
IVW icon

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
PWAG
201
Polaris Wealth Advisory Group
California
$9.34M +$144K +1,886 +2%
DWP
202
Destiny Wealth Partners
Florida
$9.33M -$1.13M -14,767 -10%
SFP
203
Sterling Financial Planning
New Jersey
$9.22M +$16.5K +216 +0.2%
BWA
204
BDO Wealth Advisors
Florida
$9.19M -$168K -2,207 -2%
WFA
205
Wellspring Financial Advisors
Ohio
$9.15M -$31.8K -417 -0.3%
CCC
206
Crescent Capital Consulting
Louisiana
$9.01M -$1.5M -19,708 -14%
OIA
207
OneDigital Investment Advisors
Kansas
$8.76M -$62.7K -823 -0.7%
YIA
208
YHB Investment Advisors
Connecticut
$8.64M +$17.1K +224 +0.2%
NA
209
NewEdge Advisors
Louisiana
$8.59M +$7.68M +100,810 +655%
William Blair & Company
210
William Blair & Company
Illinois
$8.47M +$558K +7,318 +7%
EWA
211
EP Wealth Advisors
California
$8.41M +$119K +1,557 +1%
BFM
212
Broadview Financial Management
Wisconsin
$8.41M -$127K -1,666 -1%
LFAS
213
Level Four Advisory Services
Texas
$8.32M +$1.27M +16,717 +17%
SNT
214
Security National Trust
West Virginia
$8.32M
Brown Advisory
215
Brown Advisory
Maryland
$8.27M -$614K -8,057 -7%
RFM
216
Royal Fund Management
Florida
$8.09M +$1.11M +14,571 +15%
TNBTD
217
Trustmark National Bank Trust Department
Mississippi
$7.98M
HSBC Holdings
218
HSBC Holdings
United Kingdom
$7.96M +$8.2M +107,630 New
PL
219
Polianta Ltd
Jersey
$7.88M -$6.1M -80,000 -43%
PBO
220
Peoples Bank (Ohio)
Ohio
$7.75M +$310K +4,065 +4%
FMW
221
Farr Miller & Washington
District of Columbia
$7.75M -$71.3K -936 -0.9%
GT
222
Glenmede Trust
Pennsylvania
$7.71M -$118K -1,553 -1%
KP
223
Keel Point
Alabama
$7.64M -$433K -5,680 -5%
FTS
224
Fifth Third Securities
Ohio
$7.62M +$7.86M +103,087 New
MA
225
Mutual Advisors
Nebraska
$7.52M +$153K +2,010 +2%

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.