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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
CWM
376
Cornerstone Wealth Management
Missouri
$1.39M -$548K -12,456 -29%
ACI
377
Alpha Cubed Investments
California
$1.39M -$250K -5,684 -16%
Mercer Global Advisors
378
Mercer Global Advisors
Colorado
$1.38M +$295K +6,704 +28%
CIAS
379
Capital Investment Advisory Services
North Carolina
$1.38M +$84.8K +1,928 +7%
RFWA
380
RPg Family Wealth Advisory
Massachusetts
$1.37M +$977K +22,220 +267%
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$1.36M -$48.6K -1,104 -4%
NCM
382
Next Capital Management
New York
$1.36M
AIS
383
American Investment Services
Massachusetts
$1.35M -$8.8K -200 -0.7%
CGFA
384
Colton Groome Financial Advisors
North Carolina
$1.35M +$1.33M +30,236 New
SFG
385
Summit Financial Group
West Virginia
$1.35M +$1.32M +30,064 New
Bank of Nova Scotia
386
Bank of Nova Scotia
Ontario, Canada
$1.33M
Cetera Investment Advisers
387
Cetera Investment Advisers
Illinois
$1.32M +$43.1K +980 +3%
FNBTCON
388
First National Bank & Trust Co of Newtown
Pennsylvania
$1.32M
GLLW
389
Graves Light Lenhart Wealth
Virginia
$1.32M +$76.5K +1,740 +6%
CPIG
390
Chicago Partners Investment Group
Illinois
$1.3M -$13.9K -316 -1%
SRSA
391
S.R. Schill & Associates
Washington
$1.3M -$547K -12,432 -30%
ZCA
392
Zeke Capital Advisors
Pennsylvania
$1.29M
KP
393
Keel Point
Alabama
$1.28M -$39.6K -900 -3%
VFA
394
Valeo Financial Advisors
Indiana
$1.26M +$139K +3,156 +13%
DBT
395
Dubuque Bank & Trust
Iowa
$1.25M +$1.1M +25,000 +845%
AA
396
Alesco Advisors
New York
$1.25M -$52.8K -1,200 -4%
CIA
397
Choate Investment Advisors
Massachusetts
$1.25M +$35.2K +800 +3%
FMBTD
398
First Midwest Bank Trust Division
Illinois
$1.23M -$796K -18,100 -40%
PPA
399
Parametric Portfolio Associates
Washington
$1.22M +$97.5K +2,216 +9%
PAM
400
PVG Asset Management
Colorado
$1.22M -$130K -2,960 -10%

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.