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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
WHG
701
Westwood Holdings Group
Texas
$250K
WA
702
Waverly Advisors
Alabama
$250K +$176 +4 +0.1%
BC
703
Brio Consultants
California
$250K +$1.06K +24 +0.4%
BIC
704
Beach Investment Counsel
Pennsylvania
$248K +$243K +5,532 New
FNC
705
First National Corp
Massachusetts
$246K -$21.3K -484 -8%
AC
706
Abbrea Capital
California
$246K
LG
707
Leuthold Group
Minnesota
$243K +$239K +5,424 New
AEPG
708
American Economic Planning Group
New Jersey
$242K
KF
709
Krilogy Financial
Missouri
$242K +$9.32K +212 +4%
PAM
710
Palisade Asset Management
Minnesota
$240K
LRIA
711
Leonard Rickey Investment Advisors
Washington
$238K
TIM
712
Tortoise Investment Management
New York
$238K
RBC
713
Roble Belko & Company
Pennsylvania
$237K
GTAM
714
Global Trust Asset Management
Florida
$233K -$11.4K -260 -5%
CBB
715
Citizens Business Bank
California
$233K
CIM
716
Cambria Investment Management
California
$229K
AL
717
Aspiriant LLC
California
$229K +$18.5K +420 +9%
EFL
718
ERn Financial LLC
Wisconsin
$227K
CFC
719
Coyle Financial Counsel
Illinois
$226K +$222K +5,048 New
DIA
720
Dana Investment Advisors
Wisconsin
$225K -$10.9K -248 -5%
FPCP
721
Fort Point Capital Partners
California
$224K -$70.4K -1,600 -24%
TWM
722
Titus Wealth Management
California
$224K -$46.8K -1,064 -18%
WA1
723
Wimmer Associates 1
California
$224K
ACG
724
Allen Capital Group
Nebraska
$224K +$220K +4,996 New
FANJ
725
Financial Architects (New Jersey)
New Jersey
$223K -$130K -2,956 -37%

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.