iShares S&P 500 Growth ETF
1,351 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 246 funds opening new positions, 387 increasing their positions, 428 reducing their positions, and 38 closing their positions.
547% more first-time investments, than exits
New positions opened: 246 | Existing positions closed: 38
258% more capital inflows, than outflows
Capital inflows: $1.8B | Capital outflows: $504M
74% more call options, than puts
Call options by funds: $8.58M | Put options by funds: $4.92M
22% more funds holding in top 10
Funds holding in top 10: 100 → 122 (+22)
16% more funds holding
Funds holding: 1,165 → 1,351 (+186)
1.03% more ownership
Funds ownership: 64.04% → 65.07% (+1%)
10% less repeat investments, than reductions
Existing positions increased: 387 | Existing positions reduced: 428
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barber Financial Group
Lenexa,
Kansas
|
+$82.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$62.3M |
| 3 |
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 |
Harbour Investments
Madison,
Wisconsin
|
-$39.8M |
| 2 |
Equitable Holdings
New York
|
-$38M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$35.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.4M |
| 5 |
World Investment Advisors
Santa Barbara,
California
|
-$24.3M |
IVW Hedge Fund Activity: Q4 2021 in Review
1,351 of the 6,523 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 $22.8B a quarter earlier.
Buyers outnumbered sellers: 246 funds opened new IVW positions and 38 closed out — a net gain of 208 holders — while 387 added to existing stakes and 428 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.
- 1,351 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q4 2021, up from 1,165 in Q3 2021.
- Funds reported $26.6B of iShares S&P 500 Growth ETF stock for Q4 2021, up 17% quarter-over-quarter.
- 246 funds opened new iShares S&P 500 Growth ETF positions in Q4 2021 and 38 closed out, a net change of +208 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.