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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
CFA
601
Carroll Financial Associates
North Carolina
$415K -$18.6K -424 -4%
CCB
602
Cutter & Co Brokerage
Missouri
$415K +$880 +20 +0.2%
AFG
603
Albion Financial Group
Utah
$412K -$52.8K -1,200 -12%
DBRC
604
D.B. Root & Company
Pennsylvania
$412K -$15.3K -348 -4%
MWM
605
Modera Wealth Management
New Jersey
$411K
OCG
606
Opus Capital Group
Ohio
$409K
CT
607
Cambridge Trust
Massachusetts
$408K -$22.3K -508 -5%
WTB
608
Washington Trust Bank
Washington
$405K
WCM
609
Wealthcare Capital Management
Virginia
$404K
CA
610
Claro Advisors
Massachusetts
$403K +$4.93K +112 +1%
HCM
611
Hollencrest Capital Management
California
$401K
AAM
612
Augustine Asset Management
Florida
$401K +$394K +8,948 New
CFS
613
CRA Financial Services
New Jersey
$398K
TA
614
Trellis Advisors
Washington
$388K
CP
615
Covenant Partners
Tennessee
$384K
SLWS
616
Swaine & Leidel Wealth Services
Florida
$384K +$377K +8,572 New
FNBOSM
617
First National Bank of South Miami
Florida
$379K -$20.9K -476 -5%
SFG
618
SNS Financial Group
Minnesota
$376K +$528 +12 +0.1%
GI
619
GAMCO Investors
Connecticut
$376K +$369K +8,400 New
Squarepoint
620
Squarepoint
New York
$376K +$369K +8,400 New
OWA
621
Outlook Wealth Advisors
Texas
$371K +$364K +8,284 New
NWP
622
Northstar Wealth Partners
Connecticut
$368K -$1.76K -40 -0.5%
FDS
623
Freedom Day Solutions
Texas
$364K -$10.2K -232 -3%
AC
624
Addison Capital
Pennsylvania
$364K
FCBT
625
First Citizens Bank & Trust
North Carolina
$364K +$357K +8,120 New

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.