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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
PCG
326
Private Capital Group
Connecticut
$1.93M +$250K +5,676 +14%
TA
327
Townsend & Associates
Colorado
$1.92M -$540K -12,280 -23%
PFPT
328
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.91M +$63.7K +1,448 +4%
UBS AM
329
UBS AM
Illinois
$1.9M -$224K -5,084 -11%
CW
330
Cobiz Wealth
Colorado
$1.89M +$279K +6,336 +18%
EWM
331
Evercore Wealth Management
New York
$1.88M +$26.4K +600 +1%
CIC
332
Carnegie Investment Counsel
Ohio
$1.88M +$2.81K +64 +0.2%
IP
333
Investment Partners
Ohio
$1.87M +$26K +592 +1%
GT
334
Glenview Trust
Kentucky
$1.78M
GVAG
335
Great Valley Advisor Group
Delaware
$1.74M -$40.8K -928 -2%
HPC
336
HM Payson & Co
Maine
$1.73M +$1.7M +38,668 New
JIP
337
Jaffetilchin Investment Partners
Florida
$1.71M -$1.06K -24 -0.1%
YWP
338
YorkBridge Wealth Partners
New York
$1.7M -$12.3K -280 -0.7%
MPW
339
MA Private Wealth
California
$1.69M -$122K -2,768 -7%
SAM
340
Sequent Asset Management
Texas
$1.69M
QCM
341
Quest Capital Management
Texas
$1.68M +$74.2K +1,688 +5%
FFN
342
Focus Financial Network
Minnesota
$1.68M +$87.8K +1,996 +6%
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$1.68M -$79.9K -1,816 -5%
EWA
344
EP Wealth Advisors
California
$1.67M +$346K +7,872 +27%
TCB
345
Texas Capital Bancshares
Texas
$1.67M +$1.63M +37,156 New
Franklin Resources
346
Franklin Resources
California
$1.66M +$449K +10,200 +38%
MFW
347
Meristem Family Wealth
Minnesota
$1.65M
GPWA
348
Great Point Wealth Advisors
Massachusetts
$1.64M -$75.6K -1,720 -5%
BRWA
349
B. Riley Wealth Advisors
Florida
$1.62M +$210K +4,772 +15%
Truist Financial
350
Truist Financial
North Carolina
$1.62M -$57.4K -1,304 -3%

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.