iShares S&P 500 Growth ETF
1,165 hedge funds and large institutions have $22.8B invested in iShares S&P 500 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 325 increasing their positions, 443 reducing their positions, and 35 closing their positions.
231% more call options, than puts
Call options by funds: $9.14M | Put options by funds: $2.76M
151% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 35
8% more funds holding in top 10
Funds holding in top 10: 93 → 100 (+7)
2% more funds holding
Funds holding: 1,137 → 1,165 (+28)
0% more capital inflows, than outflows
Capital inflows: $873M | Capital outflows: $869M
1.14% less ownership
Funds ownership: 65.18% → 64.04% (-1.1%)
27% less repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 443
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$94.8M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$71.9M |
| 3 |
Two Sigma Investments
New York
|
+$35.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$33.5M |
| 5 |
Two Sigma Advisers
New York
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$134M |
| 2 |
JP Morgan Chase
New York
|
-$101M |
| 3 |
Willis Johnson & Associates
Houston,
Texas
|
-$94.8M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$90.8M |
| 5 |
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$57.7M |
IVW Hedge Fund Activity: Q3 2021 in Review
1,165 of the 5,731 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2021, worth a combined $22.8B — up 1.3% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new IVW positions and 35 closed out — a net gain of 53 holders — while 325 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.
- 1,165 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2021, up from 1,137 in Q2 2021.
- Funds reported $22.8B of iShares S&P 500 Growth ETF stock for Q3 2021, up 1.3% quarter-over-quarter.
- 88 funds opened new iShares S&P 500 Growth ETF positions in Q3 2021 and 35 closed out, a net change of +53 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.