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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
CWS
501
Cypress Wealth Services
California
$665K -$31.3K -712 -5%
Koshinski Asset Management
502
Koshinski Asset Management
Illinois
$660K -$12.1K -276 -2%
MWP
503
MYCIO Wealth Partners
Pennsylvania
$659K -$218K -4,956 -25%
PFM
504
Parsec Financial Management
North Carolina
$659K -$3.17K -72 -0.5%
BS
505
Boenning & Scattergood
Pennsylvania
$654K +$30.4K +692 +5%
WAM
506
Wolverine Asset Management
Illinois
$649K -$33.6K -764 -5%
AFNAS
507
American Financial Network Advisory Services
California
$647K -$23.7K -540 -4%
CB
508
Community Bank
New York
$647K
CMP
509
Courage Miller Partners
Virginia
$645K -$13.4K -304 -2%
CCMD
510
Cypress Capital Management (Delaware)
Delaware
$642K +$102K +2,324 +19%
BA
511
Boston Advisors
Massachusetts
$641K
GFP
512
Gryphon Financial Partners
Ohio
$641K
FC
513
Ferris Capital
Massachusetts
$635K
Renaissance Technologies
514
Renaissance Technologies
New York
$627K +$616K +14,000 New
LWANC
515
Laurel Wealth Advisors (North Carolina)
North Carolina
$626K +$17.6K +400 +3%
PSF
516
Pacific Sun Financial
California
$626K +$615K +13,980 New
VWM
517
Valley Wealth Managers
New Jersey
$623K +$151K +3,432 +33%
JWBC
518
J.W. Burns & Co
New York
$621K
CAM
519
Cubic Asset Management
Massachusetts
$618K
LNC
520
Lincoln National Corp
Pennsylvania
$617K -$13.4K -304 -2%
KWM
521
Kingsview Wealth Management
Oregon
$617K +$34K +772 +6%
MWA
522
Martel Wealth Advisors
Washington
$609K -$14.8K -336 -2%
CCMG
523
Clark Capital Management Group
Pennsylvania
$605K +$594K +13,512 New
WP
524
WealthShield Partners
North Carolina
$603K +$19.4K +440 +3%
AIA
525
Arbor Investment Advisors
North Carolina
$601K

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.