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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
EWM
576
Empirical Wealth Management
Washington
$484K +$76.3K +1,736 +19%
AAP
577
Arax Advisory Partners
Colorado
$483K +$474K +10,768 New
BOPW
578
Brandywine Oak Private Wealth
Pennsylvania
$481K -$310K -7,052 -40%
RPC
579
Rossmore Private Capital
Connecticut
$479K -$158K -3,584 -25%
RMDI
580
R.M. Davis Inc
Maine
$478K -$59.1K -1,344 -11%
RC
581
RegentAtlantic Capital
New Jersey
$475K
CIA
582
Capital Investment Advisors
Georgia
$474K +$34.3K +780 +8%
FWCM
583
Ferguson Wellman Capital Management
Oregon
$465K -$6.16K -140 -1%
OC
584
Oakworth Capital
Alabama
$461K -$6.33K -144 -1%
BBPWM
585
Blue Bell Private Wealth Management
Pennsylvania
$459K -$17.6K -400 -2%
VC
586
Vicus Capital
Pennsylvania
$459K +$55.8K +1,268 +14%
PCA
587
Personal Capital Advisors
California
$456K +$44.5K +1,012 +11%
TNBTD
588
Trustmark National Bank Trust Department
Mississippi
$455K -$29.9K -680 -6%
JGC
589
J. Goldman & Co
New York
$451K -$81.5K -1,852 -16%
CPO
590
Cerity Partners OCIO
New York
$450K -$352 -8 -0.1%
AIC
591
Archer Investment Corporation
Indiana
$449K
SWM
592
Stockman Wealth Management
Montana
$449K
KCM
593
Karp Capital Management
California
$448K
ST
594
Sageworth Trust
Pennsylvania
$447K -$40.3K -916 -8%
PAG
595
Pinnacle Advisory Group
Maryland
$441K
CANC
596
Culbertson A N & Co
Virginia
$427K
SXL
597
Summit X LLC
Missouri
$427K +$5.98K +136 +1%
WSTAM
598
Wilbanks Smith & Thomas Asset Management
Virginia
$423K +$10.4K +236 +3%
FRA
599
Front Row Advisors
California
$422K
LWAC
600
Laurel Wealth Advisors (California)
California
$416K +$28.7K +652 +8%

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.