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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
JP Morgan Chase
1
JP Morgan Chase
New York
$3.37B -$101M -1,326,267 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.16B -$7.4M -97,073 -0.3%
Bank of America
3
Bank of America
North Carolina
$1.31B +$3.33M +43,676 +0.2%
Wells Fargo
4
Wells Fargo
California
$1.14B -$134M -1,763,258 -10%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$934M -$9.72M -127,538 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$894M -$19.6M -257,522 -2%
UBS Group
7
UBS Group
Switzerland
$694M +$1.89M +24,798 +0.3%
Ameriprise
8
Ameriprise
Minnesota
$643M +$25.1M +329,271 +4%
Goldman Sachs
9
Goldman Sachs
New York
$429M -$4.82M -63,232 -1%
Stifel Financial
10
Stifel Financial
Missouri
$425M -$23.6M -309,156 -5%
M&T Bank
11
M&T Bank
New York
$418M -$6.03M -79,150 -1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$408M -$9.81M -128,733 -2%
LPL Financial
13
LPL Financial
California
$400M +$33.5M +439,038 +9%
BlackRock
14
BlackRock
New York
$315M -$13.3M -175,130 -4%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$252M +$13M +170,112 +5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$235M +$1.81M +23,685 +0.7%
Osaic Holdings
17
Osaic Holdings
Arizona
$234M +$11.6M +152,820 +5%
CM
18
Churchill Management
California
$230M -$3.32M -43,585 -1%
Mariner
19
Mariner
Kansas
$203M +$71.9M +943,390 +52%
RFC
20
Regions Financial Corp
Alabama
$200M -$4.15M -54,420 -2%
HB
21
Homrich & Berg
Georgia
$191M +$660K +8,656 +0.3%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$184M -$2.79M -36,646 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$175M +$2.68M +35,119 +2%
RJA
24
Raymond James & Associates
Florida
$173M -$4.11M -53,923 -2%
EH
25
Equitable Holdings
New York
$173M -$9.72M -127,463 -5%

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.