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iShares S&P 500 Growth ETF

870 hedge funds and large institutions have $14.7B invested in iShares S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 283 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,758% more call options, than puts

Call options by funds: $21M | Put options by funds: $736K

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

2% more funds holding

Funds holding: 853870 (+17)

4% more capital invested

Capital invested by funds: $14.2B → $14.7B (+$575M)

0.99% more ownership

Funds ownership: 251.79%252.78% (+0.99%)

6% less funds holding in top 10

Funds holding in top 10: 10195 (-6)

16% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 337

Holders
870
Holders Change
+17
Holders Change %
+1.99%
% of All Funds
18.9%
Holding in Top 10
95
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.94%
% of All Funds
2.06%
New
60
Increased
283
Reduced
337
Closed
32
Calls
$21M
Puts
$736K
Net Calls
+$20.3M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
226
Financial Management Professionals
Texas
$4.05M -$85.8K -1,952 -2%
TA
227
Tiedemann Advisors
New York
$4.04M -$102K -2,328 -3%
EPA
228
Element Pointe Advisors
Florida
$3.99M
NB
229
Northwest Bancshares
Pennsylvania
$3.95M -$169K -3,848 -4%
UBV
230
United Bank (Virginia)
Virginia
$3.94M
ST
231
Smithfield Trust
Pennsylvania
$3.88M -$363K -8,264 -9%
RWMH
232
Riverpoint Wealth Management Holdings
Illinois
$3.83M -$203K -4,624 -5%
CAN
233
Cetera Advisor Networks
California
$3.76M -$357K -8,112 -9%
BPA
234
Beacon Pointe Advisors
California
$3.76M +$1.26M +28,600 +52%
CWM
235
Calamos Wealth Management
Illinois
$3.75M -$1.45M -32,912 -28%
FMW
236
Farr Miller & Washington
District of Columbia
$3.66M -$1.16M -26,456 -24%
CA
237
Cetera Advisors
Colorado
$3.57M -$34.3K -780 -1%
PP
238
Palladium Partners
Virginia
$3.56M -$25.2K -572 -0.7%
ACM
239
Allred Capital Management
Texas
$3.51M +$369K +8,384 +12%
NFG
240
Nations Financial Group
Iowa
$3.44M +$160K +3,632 +5%
GG
241
GenWealth Group
New Jersey
$3.38M -$176 -4 -0%
AIP
242
Ahrens Investment Partners
Louisiana
$3.33M +$21.3K +484 +0.7%
DBIA
243
Dumont & Blake Investment Advisors
New Jersey
$3.31M +$74.9K +1,704 +2%
Bessemer Group
244
Bessemer Group
New Jersey
$3.25M -$826K -18,776 -21%
DWA
245
Dorsey Wright & Associates
California
$3.24M -$229K -5,204 -7%
B
246
Bailard
California
$3.2M -$35.2K -800 -1%
TNB
247
Thomasville National Bank
Georgia
$3.2M +$22.2K +504 +0.7%
OC
248
Oppenheimer & Co
New York
$3.17M -$23.2K -528 -0.7%
RBFC
249
Roman Butler Fullerton & Co
Missouri
$3.16M -$1.31M -29,780 -30%
CMO
250
Covenant Multifamily Offices
Texas
$3.13M -$1.03M -23,484 -25%

IVW Hedge Fund Activity: Q2 2019 in Review

870 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2019, worth a combined $14.7B — up 4.1% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IVW positions and 32 closed out — a net gain of 28 holders — while 283 added to existing stakes and 337 trimmed.

The largest buyer was People's United Financial, adding an estimated $71.6M. The largest seller was PNC Financial Services Group, cutting an estimated $46.2M.

  • 870 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2019, up from 853 in Q1 2019.
  • Funds reported $14.7B of iShares S&P 500 Growth ETF stock for Q2 2019, up 4.1% quarter-over-quarter.
  • 60 funds opened new iShares S&P 500 Growth ETF positions in Q2 2019 and 32 closed out, a net change of +28 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2019 was People's United Financial, an estimated $71.6M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2019 was PNC Financial Services Group, an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2019.