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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
AI
451
Accredited Investors
Minnesota
$835K -$14.8K -336 -2%
HCMNY
452
Howard Capital Management (New York)
New York
$835K -$8.8K -200 -1%
Susquehanna International Group
453
Susquehanna International Group
Pennsylvania
$833K -$2.7M -61,352 -77%
FA
454
FDx Advisors
Illinois
$832K -$222K -5,056 -21%
CAM
455
Cresset Asset Management
Illinois
$823K +$650K +14,768 +411%
FCA
456
FinTrust Capital Advisors
South Carolina
$822K -$88K -2,000 -10%
CAG
457
Crestwood Advisors Group
Massachusetts
$819K +$444K +10,088 +123%
HCP
458
Holt Capital Partners
Texas
$818K
BP
459
Ballentine Partners
Massachusetts
$817K -$5.28K -120 -0.7%
DY
460
Dowling & Yahnke
California
$808K +$156K +3,540 +24%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$806K -$73.7K -1,676 -9%
WCF
462
West Coast Financial
California
$806K
KIG
463
Kessler Investment Group
Indiana
$799K +$11.4K +260 +1%
MA
464
MONECO Advisors
Connecticut
$794K -$32.7K -744 -4%
SWM
465
SeaCrest Wealth Management
New York
$794K +$34.1K +776 +5%
LSPW
466
Lake Street Private Wealth
Illinois
$793K +$324K +7,376 +76%
KPCM
467
Kings Point Capital Management
New York
$789K
FNBOO
468
First National Bank of Omaha
Nebraska
$787K +$516K +11,732 +201%
SWA
469
SFMG Wealth Advisors
Texas
$786K
PFS
470
Prospera Financial Services
Texas
$786K +$113K +2,560 +17%
HCC
471
Hirtle Callaghan & Co
Pennsylvania
$782K
MBT
472
Montecito Bank & Trust
California
$779K -$275K -6,264 -26%
JFA
473
JNBA Financial Advisors
Minnesota
$775K -$2.99K -68 -0.4%
WAM
474
Wallington Asset Management
Indiana
$771K
RSWM
475
Robertson Stephens Wealth Management
California
$764K +$296K +6,732 +65%

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.