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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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$97.9M +$7.94M +180,532 +9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$97M +$6.39M +145,240 +7%
PIM
28
Parker Investment Management
California
$94.6M +$20.9M +475,216 +29%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$93.6M
KeyBank National Association
30
KeyBank National Association
Ohio
$87M +$3.03M +68,920 +4%
US Bancorp
31
US Bancorp
Minnesota
$86.5M +$8.6M +195,472 +11%
HNB
32
Huntington National Bank
Ohio
$81.3M
JMPWA
33
JP Morgan Private Wealth Advisors
California
$80.6M -$2.19M -49,872 -3%
SL
34
Salomon & Ludwin
Virginia
$76.5M +$1.06M +24,092 +1%
PSUF
35
People's United Financial
Connecticut
$74.9M +$71.6M +1,627,072 +3,688%
CC
36
Courier Capital
New York
$74.4M +$11.3K +256 +0%
VA
37
Valmark Advisers
Ohio
$74.3M -$1.23M -28,080 -2%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72.4M +$3.52M +80,064 +5%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.9M -$21.1M -479,500 -25%
Lido Advisors
40
Lido Advisors
California
$61.6M +$4.96M +112,844 +9%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$54.5M -$6.69M -152,016 -11%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$53M +$11.7M +265,548 +29%
UCFA
43
United Capital Financial Advisors
Texas
$50.6M -$863K -19,624 -2%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$47.5M -$4.3M -97,752 -8%
Mariner
45
Mariner
Kansas
$46.7M +$5.28M +120,072 +13%
FHB
46
First Hawaiian Bank
Hawaii
$45.1M -$1.88M -42,680 -4%
SPC
47
Sigma Planning Corp
Michigan
$43.3M +$5.71M +129,848 +16%
FMWA
48
Forvis Mazars Wealth Advisors
Missouri
$42.5M +$395K +8,972 +1%
HighTower Advisors
49
HighTower Advisors
Illinois
$42.1M +$13.9M +315,600 +51%
SB
50
Suntrust Banks
Georgia
$39.7M +$737K +16,752 +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.