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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
1IA
51
1834 Investment Advisors
Wisconsin
$39.4M -$1.1M -25,080 -3%
MMA
52
Miracle Mile Advisors
California
$38.4M +$13.4K +304 +0%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$36.6M -$1.41M -31,980 -4%
LI
54
LVZ Inc
Michigan
$35.9M -$328K -7,452 -0.9%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$35.5M +$20.3M +460,612 +138%
KFA
56
Kays Financial Advisory
Georgia
$35.3M +$1.61M +36,652 +5%
CWM
57
Connecticut Wealth Management
Connecticut
$30.6M +$29.6M +674,116 +8,638%
SVCP
58
Silicon Valley Capital Partners
California
$29.4M +$72.8K +1,656 +0.3%
NSIM
59
North Star Investment Management
Illinois
$28.6M -$281K -6,392 -1%
PI
60
PHH Investments
Texas
$28.2M -$104K -2,372 -0.4%
KL
61
KWMG LLC
Kansas
$27.9M +$643K +14,628 +2%
NFG
62
Noven Financial Group
Colorado
$27.5M +$1.96M +44,524 +8%
PAG
63
Private Advisor Group
New Jersey
$27.5M +$141K +3,200 +0.5%
RCIM
64
Red Cedar Investment Management
Michigan
$27.4M +$97.1K +2,208 +0.4%
FDCC
65
Foster Dykema Cabot & Co
Massachusetts
$27.3M +$112K +2,536 +0.4%
AIP
66
Ameritas Investment Partners
Nebraska
$26.5M +$846K +19,244 +3%
GT
67
Greenleaf Trust
Michigan
$26.2M +$767K +17,448 +3%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$25.2M +$9.47M +215,292 +62%
NEIRG
69
New England Investment & Retirement Group
Massachusetts
$25.1M +$9.46M +215,004 +62%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$25.1M +$1.64M +37,300 +7%
SEI Investments
71
SEI Investments
Pennsylvania
$24.2M -$1.24M -28,084 -5%
MCM
72
MV Capital Management
Maryland
$23.5M +$113K +2,580 +0.5%
Creative Planning
73
Creative Planning
Kansas
$23.2M +$13.3M +302,496 +141%
WIA
74
World Investment Advisors
California
$23M +$1.84M +41,752 +9%
FA
75
FCG Advisors
New Jersey
$22.4M +$151K +3,432 +0.7%

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.