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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
GGI
726
Godsey & Gibb Inc
Virginia
$223K
NAS
727
Nicolet Advisory Services
Wisconsin
$218K
CAM
728
Covenant Asset Management
New Jersey
$217K
LGWM
729
Litman Gregory Wealth Management
California
$217K
CAN
730
Claraphi Advisory Network
United States
$217K +$213K +4,852 New
CPSAC
731
Chas P. Smith & Associates (CPS)
Florida
$216K
PL
732
Plancorp LLC
Missouri
$216K
RVPG
733
Relative Value Partners Group
$216K +$704 +16 +0.3%
WJA
734
Williams Jones & Associates
New York
$215K +$211K +4,800 New
BFA
735
Beaumont Financial Advisors
Massachusetts
$213K -$704 -16 -0.3%
KPW
736
Kore Private Wealth
New York
$213K
SDWMA
737
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K -$158K -3,600 -43%
CAMG
738
CWA Asset Management Group
Florida
$211K
PB
739
Pinnacle Bancorp
Nebraska
$210K
FAN
740
Financial Advisors Network
California
$209K +$207K +4,716 New
FVWA
741
Foster Victor Wealth Advisors
South Carolina
$208K -$24.6K -560 -11%
CA
742
CapWealth Advisors
Tennessee
$208K +$204K +4,632 New
CAM
743
Concorde Asset Management
Michigan
$205K +$202K +4,588 New
FIB
744
First Interstate Bank
Montana
$204K
Neuberger Berman Group
745
Neuberger Berman Group
New York
$203K -$101K -2,300 -34%
CA
746
Continuum Advisory
Idaho
$203K -$61.9K -1,408 -24%
VAM
747
Verity Asset Management
North Carolina
$203K +$200K +4,540 New
GPA
748
Garrison Point Advisors
California
$202K -$22K -500 -10%
FNB
749
Farmers National Bank
Kentucky
$200K +$33.1K +752 +20%
SC
750
Sawyer & Company
Massachusetts
$197K

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.