iShares S&P 500 Growth ETF
1,137 hedge funds and large institutions have $22.5B invested in iShares S&P 500 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 340 increasing their positions, 447 reducing their positions, and 36 closing their positions.
486% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $2.32M
139% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 36
4% more funds holding in top 10
Funds holding in top 10: 89 → 93 (+4)
3% more funds holding
Funds holding: 1,101 → 1,137 (+36)
0.27% less ownership
Funds ownership: 65.44% → 65.18% (-0.27%)
24% less repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 447
48% less capital inflows, than outflows
Capital inflows: $470M | Capital outflows: $908M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$56.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$31.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$23.7M |
| 4 |
Morgan Stanley
New York
|
+$21.1M |
| 5 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$280M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$58.2M |
| 3 |
Graypoint LLC
Albany,
New York
|
-$56.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31.1M |
| 5 |
Two Sigma Investments
New York
|
-$30.3M |
IVW Hedge Fund Activity: Q2 2021 in Review
1,137 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2021, worth a combined $22.5B — up 9.3% from $20.6B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new IVW positions and 36 closed out — a net gain of 50 holders — while 340 added to existing stakes and 447 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $56.7M. The largest seller was JP Morgan Chase, cutting an estimated $280M.
- 1,137 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2021, up from 1,101 in Q1 2021.
- Funds reported $22.5B of iShares S&P 500 Growth ETF stock for Q2 2021, up 9.3% quarter-over-quarter.
- 86 funds opened new iShares S&P 500 Growth ETF positions in Q2 2021 and 36 closed out, a net change of +50 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q2 2021 was Bank of Montreal, an estimated $56.7M added.
- The largest iShares S&P 500 Growth ETF seller in Q2 2021 was JP Morgan Chase, an estimated $280M sold.
Based on aggregated 13F filings for Q2 2021.