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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
SIAM
401
Sterling Investment Advisors (Missouri)
Missouri
$1.21M -$46.8K -1,064 -4%
PMG
402
ProVise Management Group
Florida
$1.21M -$24.5K -556 -2%
BHWM
403
Bar Harbor Wealth Management
New Hampshire
$1.2M -$26.4K -600 -2%
FCI
404
Financial Counselors Inc
Kansas
$1.19M +$265K +6,036 +29%
SMG
405
Smart Money Group
Texas
$1.19M +$199K +4,528 +21%
NFC
406
Northeast Financial Consultants
Connecticut
$1.18M +$149K +3,388 +15%
CF
407
Centaurus Financial
California
$1.18M +$983K +22,356 +559%
PA
408
PFG Advisors
Arizona
$1.18M -$50.7K -1,152 -4%
BCM
409
BTC Capital Management
Iowa
$1.17M
IWA
410
IBEX Wealth Advisors
New Jersey
$1.14M +$1.12M +25,420 New
AWM
411
Affinity Wealth Management
Delaware
$1.14M -$21.1K -480 -2%
PA
412
Parallel Advisors
California
$1.13M +$14.4K +328 +1%
EAM
413
Evanson Asset Management
California
$1.12M +$352 +8 +0%
BW
414
Biegel & Waller
Maryland
$1.12M -$34K -772 -3%
BIM
415
Bridges Investment Management
Nebraska
$1.12M +$651K +14,792 +146%
DAS
416
Dynamic Advisor Solutions
Arizona
$1.11M +$329K +7,488 +44%
HTC
417
Haverford Trust Company
Pennsylvania
$1.07M -$16K -364 -1%
AF
418
Alerus Financial
North Dakota
$1.07M
Two Sigma Investments
419
Two Sigma Investments
New York
$1.06M +$1.04M +23,700 New
HIM
420
Hotaling Investment Management
Pennsylvania
$1.06M -$7.04K -160 -0.7%
AIG
421
American International Group
New York
$1.06M -$8.95M -203,600 -90%
W
422
Wealthquest
Ohio
$1.05M -$2.81K -64 -0.3%
WANY
423
Wealthspire Advisors (New York)
New York
$1.04M -$26.4K -600 -3%
TAM
424
Tradition Asset Management
Virginia
$1.04M +$1.02M +23,264 New
WIA
425
Wealthstreet Investment Advisors
Texas
$1.04M

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.