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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
LB
651
Legacy Bridge
Iowa
$313K
CSM
652
CAMG Solamere Management
North Carolina
$312K
CG
653
Corundum Group
Colorado
$310K
DIS
654
Diversified Investment Strategies
Louisiana
$310K
ONST
655
Old North State Trust
North Carolina
$306K +$176 +4 +0.1%
SIC
656
Salem Investment Counselors
North Carolina
$306K +$300K +6,820 New
JGIA
657
Jackson Grant Investment Advisers
Connecticut
$297K +$45.6K +1,036 +19%
TSS
658
Two Sigma Securities
New York
$294K -$339K -7,704 -54%
CWM
659
Chesapeake Wealth Management
Virginia
$291K -$3.52K -80 -1%
FPIS
660
Financial Planning & Information Services
Wisconsin
$290K -$2.11K -48 -0.7%
WAS
661
WESPAC Advisors SoCal
California
$290K
MOS
662
MGO One Seven
Ohio
$290K +$16K +364 +6%
WF
663
Welch & Forbes
Massachusetts
$285K
CTA
664
Colonial Trust Advisors
South Carolina
$285K +$8.44K +192 +3%
MFW
665
Mosaic Family Wealth
Missouri
$283K +$2.64K +60 +1%
SMFS
666
Squar Milner Financial Services
California
$282K
SPL
667
Smart Portfolios LLC
Washington
$281K
GW
668
GW & Wade
Massachusetts
$281K +$176 +4 +0.1%
ADL
669
Asset Dedication LLC
California
$280K +$198K +4,508 +259%
ATPW
670
Ashton Thomas Private Wealth
Arizona
$279K -$3.69K -84 -1%
EFS
671
Essex Financial Services
Connecticut
$277K
FAM
672
Formidable Asset Management
Ohio
$277K +$269K +6,120 New
GIA
673
Guyasuta Investment Advisors
Pennsylvania
$275K
PWPS
674
Pinnacle Wealth Planning Services
Ohio
$274K -$181K -4,108 -40%
ABTD
675
Arvest Bank Trust Division
Oklahoma
$274K -$95.7K -2,176 -26%

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.