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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
CFG
551
Cooper Financial Group
California
$538K +$44.3K +1,008 +9%
AWA
552
Arete Wealth Advisors
Illinois
$535K -$367K -8,340 -41%
BPWA
553
Beacon Pointe Wealth Advisors
California
$532K +$139K +3,152 +36%
ESB
554
Essex Savings Bank
Connecticut
$527K -$158K -3,584 -23%
SSB
555
Sandy Spring Bank
Maryland
$526K
SSW
556
Smith Shellnut Wilson
Mississippi
$526K +$13.5K +308 +3%
FNT
557
First Nebraska Trust
Nebraska
$524K
TYCC
558
Texas Yale Capital Corp
Florida
$520K -$510K -11,600 -50%
PA
559
Pinnacle Associates
New York
$516K -$12.3K -280 -2%
HR
560
Hayden Royal
North Carolina
$515K +$24.6K +560 +5%
RWA
561
Redhawk Wealth Advisors
Minnesota
$513K -$206K -4,684 -29%
FIM
562
Fernwood Investment Management
Massachusetts
$512K
PWA
563
Providence Wealth Advisors
Illinois
$511K
RRWA
564
Rainey & Randall Wealth Advisors
Florida
$509K +$24.1K +548 +5%
QCG
565
Quadrant Capital Group
Ohio
$508K
RA
566
Riversedge Advisors
Delaware
$504K +$501K +11,388 New
WSFS
567
Wilmington Savings Fund Society
Delaware
$501K
MMHP
568
Murphy Middleton Hinkle & Parker
Georgia
$500K +$880 +20 +0.2%
AP
569
Arlington Partners
Alabama
$492K -$7.39K -168 -2%
SWA
570
Sutton Wealth Advisors
Florida
$490K
Prudential Financial
571
Prudential Financial
New Jersey
$489K +$250K +5,684 +109%
LC
572
Lindbrook Capital
California
$486K
OIWM
573
OptiFour Integrated Wealth Management
Virginia
$486K
HT
574
Heritage Trust
Oklahoma
$486K +$477K +10,844 New
GEA
575
Glen Eagle Advisors
New Jersey
$486K +$50.3K +1,144 +12%

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.