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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
DI
626
DFPG Investments
Utah
$359K -$29.4K -668 -8%
SBWM
627
Sunflower Bank Wealth Management
Arizona
$359K
BFG
628
Beacon Financial Group
Texas
$358K
FA
629
Fiducient Advisors
Illinois
$357K -$4.05K -92 -1%
MFG
630
Magnus Financial Group
New York
$353K +$704 +16 +0.2%
WCG
631
Weaver Consulting Group
California
$352K
WI
632
Wintrust Investments
Illinois
$351K +$345K +7,836 New
BCWM
633
Bartlett & Co Wealth Management
Ohio
$350K -$13.2K -300 -4%
BC
634
Bartlett & Co
Ohio
$350K -$13.2K -300 -4%
BSB
635
Bangor Savings Bank
Maine
$347K
CGA
636
Crescent Grove Advisors
Illinois
$342K +$53K +1,204 +19%
WEC
637
Winslow Evans & Crocker
Massachusetts
$340K -$62.3K -1,416 -16%
DWM
638
Darwin Wealth Management
Florida
$339K
MCM
639
Murphy Capital Management
New Jersey
$336K -$66K -1,500 -17%
CB
640
Chemical Bank
Michigan
$335K
SBSB
641
Sullivan, Bruyette, Speros & Blaney
Virginia
$334K
BW
642
Bison Wealth
Georgia
$327K +$98.2K +2,232 +44%
MCM
643
Mengis Capital Management
Oregon
$326K
RIA
644
Realta Investment Advisors
Delaware
$326K +$132K +2,992 +70%
OIA
645
OneDigital Investment Advisors
Kansas
$326K +$292K +6,636 +1,043%
MM
646
Meridian Management
Arkansas
$323K
RCA
647
Rex Capital Advisors
Rhode Island
$321K
TWM
648
Torch Wealth Management
Ohio
$319K -$352 -8 -0.1%
AP
649
Advisor Partners
California
$315K
HCM
650
Harvey Capital Management
Florida
$313K

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.