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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
SC
526
Slow Capital
California
$600K +$323K +7,336 +121%
JFG
527
JMG Financial Group
Illinois
$592K
SBH
528
Segall Bryant & Hamill
Illinois
$590K +$133K +3,020 +30%
AWM
529
Altium Wealth Management
New York
$583K -$22.7K -516 -4%
TI
530
Truepoint Inc
Ohio
$581K
HSA
531
HBK Sorce Advisory
Pennsylvania
$576K -$9.68K -220 -2%
RMCM
532
Reynders McVeigh Capital Management
Massachusetts
$576K
WIC
533
Whitegate Investment Counselors
New Hampshire
$575K -$26.2K -596 -4%
FCB
534
First Command Bank
Texas
$572K
FCFS
535
First Command Financial Services
Texas
$572K
TFO
536
Tarbox Family Office
California
$571K
CA
537
Calton & Associates
Florida
$568K -$6.68K -152 -1%
FWM
538
Focused Wealth Management
New York
$566K +$176 +4 +0%
TIA
539
Tiemann Investment Advisors
California
$563K -$2.64K -60 -0.5%
BCA
540
Berman Capital Advisors
Georgia
$562K
VHAM
541
Van Hulzen Asset Management
California
$562K +$138K +3,132 +33%
BFM
542
Boston Financial Management
Massachusetts
$561K +$24.1K +548 +5%
TFGT
543
TS Financial Group (TSFG)
Illinois
$557K -$68.3K -1,552 -11%
MSAM
544
Moloney Securities Asset Management
Missouri
$556K -$19.2K -436 -3%
PAMG
545
Patton Albertson Miller Group
Tennessee
$549K
VR
546
Viridian RIA
Washington
$546K +$21.1K +480 +4%
SIC
547
Sigma Investment Counselors
Michigan
$545K
Lazard Asset Management
548
Lazard Asset Management
New York
$544K -$174K -3,960 -25%
CCM
549
Condor Capital Management
New Jersey
$542K -$5.1K -116 -0.9%
EIA
550
Eldridge Investment Advisors
New Hampshire
$539K

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.