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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
KBFS
351
Kohmann Bosshard Financial Services
Ohio
$1.62M
PWA
352
Peterson Wealth Advisors
Utah
$1.61M +$6.51K +148 +0.4%
MGIA
353
Matthew Goff Investment Advisor
Texas
$1.59M -$11.8K -268 -0.7%
SKK
354
Shepherd Kaplan Krochuk
Massachusetts
$1.57M -$1.13M -25,760 -42%
JCM
355
Julex Capital Management
Massachusetts
$1.57M -$16.3M -370,008 -70%
KA
356
Kovack Advisors
Florida
$1.56M -$187K -4,252 -11%
PV
357
Private Vista
Illinois
$1.54M -$420K -9,560 -22%
MCM
358
Manchester Capital Management
Vermont
$1.53M -$35.5K -808 -2%
MSA
359
Marino Stram & Associates
Massachusetts
$1.51M +$16.2K +368 +1%
BJL
360
Brighton Jones LLC
Washington
$1.51M +$405K +9,212 +38%
OAM
361
Oppenheimer Asset Management
New York
$1.51M +$40.3K +916 +3%
MG
362
Mather Group
Illinois
$1.5M -$56.6K -1,288 -4%
SCP
363
Shorepoint Capital Partners
Massachusetts
$1.5M -$50K -1,136 -3%
DWM
364
Dakota Wealth Management
Florida
$1.49M +$398K +9,056 +37%
RIA
365
Regal Investment Advisors
Michigan
$1.48M -$172K -3,916 -11%
HA
366
Harborview Advisors
Maine
$1.48M -$108K -2,456 -7%
CAPTRUST Financial Advisors
367
CAPTRUST Financial Advisors
North Carolina
$1.47M +$19.5K +444 +1%
DCM
368
Dimension Capital Management
Florida
$1.45M -$256K -5,812 -15%
BWP
369
Bernardo Wealth Planning
Pennsylvania
$1.45M -$2.64K -60 -0.2%
WT
370
Whittier Trust
California
$1.44M -$1.5M -34,212 -52%
PFA
371
Pathway Financial Advisors
Vermont
$1.44M +$4.93K +112 +0.3%
Deutsche Bank
372
Deutsche Bank
Germany
$1.43M +$470K +10,684 +50%
MSWMA
373
Market Street Wealth Management Advisors
Indiana
$1.42M -$37.5K -852 -3%
CIR
374
Clear Investment Research
Georgia
$1.41M -$39.2K -892 -3%
CAM
375
Carret Asset Management
New York
$1.41M -$22.3K -508 -2%

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.