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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
BAC
301
Boys Arnold & Co
North Carolina
$2.17M -$10.6K -240 -0.5%
IF
302
Ironwood Financial
Arizona
$2.13M -$62.3K -1,416 -3%
SCI
303
S&CO Inc
Massachusetts
$2.13M
PCM
304
Perritt Capital Management
Illinois
$2.13M -$139K -3,156 -6%
BCWM
305
Blue Chip Wealth Management
Florida
$2.12M -$70.2K -1,596 -3%
BCM
306
Brookstone Capital Management
Illinois
$2.12M -$3.47M -78,884 -63%
MAFM
307
Mid Atlantic Financial Management
Pennsylvania
$2.11M -$38K -864 -2%
CCA
308
Clearwater Capital Advisors
Illinois
$2.1M -$80.9K -1,840 -4%
RIS
309
Retirement Income Solutions
Michigan
$2.1M +$712K +16,188 +53%
EPP
310
ETF Portfolio Partners
Kansas
$2.09M -$6.51K -148 -0.3%
DC
311
Davenport & Co
Virginia
$2.08M -$5.98K -136 -0.3%
IB
312
Intrust Bank
Kansas
$2.08M +$1.04M +23,636 +104%
CCM
313
CWH Capital Management
Washington
$2.07M -$394K -8,968 -16%
EK
314
Evensky & Katz
Florida
$2.04M -$12K -272 -0.6%
SHA
315
Seneca House Advisors
Virginia
$2.04M -$245K -5,580 -11%
CF
316
Corrigan Financial
Rhode Island
$2.02M -$3.69K -84 -0.2%
CC
317
Cadinha & Co
Hawaii
$2.02M -$318K -7,232 -14%
OPA
318
Old Port Advisors
Maine
$2.01M -$46.1K -1,048 -2%
AI
319
Atria Investments
North Carolina
$2.01M -$179K -4,060 -8%
SG
320
StoneX Group
New York
$1.98M -$85.8K -1,952 -4%
WAG
321
Winthrop Advisory Group
Massachusetts
$1.98M +$12.3K +280 +0.6%
SFA
322
Sequoia Financial Advisors
Ohio
$1.95M -$6.68K -152 -0.3%
AIC
323
Ameritas Investment Company
Nebraska
$1.95M -$6.75M -153,580 -78%
BFG
324
Barber Financial Group
Kansas
$1.95M +$1.05M +23,780 +121%
CI
325
Conning Inc
Connecticut
$1.94M

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.