iShares S&P 500 Growth ETF
1,347 hedge funds and large institutions have $26.6B invested in iShares S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 386 increasing their positions, 427 reducing their positions, and 38 closing their positions.
545% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 38
74% more call options, than puts
Call options by funds: $8.58M | Put options by funds: $4.92M
21% more funds holding in top 10
Funds holding in top 10: 100 → 121 (+21)
17% more capital invested
Capital invested by funds: $22.7B → $26.6B (+$3.84B)
16% more funds holding
Funds holding: 1,163 → 1,347 (+184)
1.02% more ownership
Funds ownership: 64.03% → 65.05% (+1%)
10% less repeat investments, than reductions
Existing positions increased: 386 | Existing positions reduced: 427
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$82.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$62.3M |
| 3 |
PIM
Parker Investment Management
Menlo Park,
California
|
+$57.4M |
| 4 |
JP Morgan Chase
New York
|
+$56.3M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$51.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$39.8M |
| 2 |
EH
Equitable Holdings
New York
|
-$38M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$35.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.4M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$24.3M |
IVW Hedge Fund Activity: Q4 2021 in Review
1,347 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q4 2021, worth a combined $26.6B — up 17% from $22.7B a quarter earlier.
Buyers outnumbered sellers: 245 funds opened new IVW positions and 38 closed out — a net gain of 207 holders — while 386 added to existing stakes and 427 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $82.3M. The largest seller was Harbour Investments, cutting an estimated $39.8M.
- 1,347 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2021, up from 1,163 in Q3 2021.
- Funds reported $26.6B of iShares S&P 500 Growth ETF stock for Q4 2021, up 17% quarter-over-quarter.
- 245 funds opened new iShares S&P 500 Growth ETF positions in Q4 2021 and 38 closed out, a net change of +207 holders.
- The largest iShares S&P 500 Growth ETF buyer in Q4 2021 was Barber Financial Group, an estimated $82.3M added.
- The largest iShares S&P 500 Growth ETF seller in Q4 2021 was Harbour Investments, an estimated $39.8M sold.
Based on aggregated 13F filings for Q4 2021.