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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
JWM
476
JGP Wealth Management
Oregon
$758K +$39.2K +892 +6%
PWM
477
Perigon Wealth Management
California
$756K +$394K +8,952 +113%
GMA
478
Goldstein Munger & Associates
California
$753K
KAH
479
Kathryn A. Hall
$742K +$728K +16,556 New
BAAM
480
Baker Avenue Asset Management
California
$730K +$32.7K +744 +5%
OWD
481
Osborn Williams & Donohoe
Ohio
$729K
VF
482
Virtu Financial
New York
$729K +$715K +16,260 New
CA
483
Cornerstone Advisory
Maryland
$724K -$3.17K -72 -0.4%
MWM
484
Mission Wealth Management
California
$724K +$17.4K +396 +3%
CFGS
485
Concourse Financial Group Securities
Alabama
$722K -$61.4K -1,396 -8%
BOTW
486
Bank of the West
California
$722K -$19.4K -440 -3%
FDCDDQ
487
Federation des caisses Desjardins du Quebec
Quebec, Canada
$717K
CCT
488
Capital City Trust
Florida
$716K +$15K +340 +2%
RW
489
REDW Wealth
New Mexico
$715K
HCM
490
HMS Capital Management
Tennessee
$708K
TF
491
Trek Financial
Arizona
$705K -$4.57K -104 -0.7%
SC
492
Savant Capital
Illinois
$692K +$13.2K +300 +2%
SPIA
493
Strategic Point Investment Advisors
Rhode Island
$690K -$225K -5,120 -25%
AFA
494
American Financial Advisors
Georgia
$681K -$3.87K -88 -0.6%
SIA
495
Starfire Investment Advisers
Michigan
$680K
NCM
496
Neumann Capital Management
California
$678K -$38.7K -880 -6%
ATFA
497
All Terrain Financial Advisors
Minnesota
$674K -$216K -4,904 -25%
JHCP
498
Jackson Hole Capital Partners
Oklahoma
$673K +$319K +7,260 +93%
S
499
SignatureFD
Georgia
$671K +$704 +16 +0.1%
LFG
500
LifePlan Financial Group
Ohio
$666K +$32.9K +748 +5%

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.