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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
QCIG
751
Quad-Cities Investment Group
Iowa
$194K +$190K +4,320 New
TFS
752
TrustCore Financial Services
Tennessee
$189K
Barclays
753
Barclays
United Kingdom
$188K
TC
754
Truvestments Capital
Florida
$186K +$182K +4,140 New
MFT
755
Moisand Fitzgerald Tamayo
Florida
$180K -$3.87K -88 -2%
JFGIW
756
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K
LWA
757
Lenox Wealth Advisors
New York
$172K -$17.8K -404 -10%
HR
758
Howe & Rusling
New York
$169K +$86.9K +1,976 +111%
CCM
759
Covington Capital Management
California
$161K
GSWM
760
Golden State Wealth Management
California
$160K
MPWT
761
MassMutual Private Wealth & Trust
Connecticut
$155K -$35.2K -800 -19%
TWA
762
TCI Wealth Advisors
Arizona
$144K +$22.2K +504 +19%
QAM
763
QCI Asset Management
New York
$143K
IFA
764
Interactive Financial Advisors
Illinois
$142K -$1.23K -28 -0.9%
CCM
765
Cribstone Capital Management
Maine
$138K -$29.2K -664 -18%
SIAS
766
Shine Investment Advisory Services
Colorado
$138K +$528 +12 +0.4%
AIP
767
Almanack Investment Partners
Pennsylvania
$133K +$131K +2,976 New
DWM
768
Doyle Wealth Management
Florida
$133K +$131K +2,972 New
AIM
769
Advantage Investment Management
Iowa
$130K
BCI
770
Brinker Capital Investments
Pennsylvania
$126K +$79.3K +1,804 +178%
GAM
771
Gemmer Asset Management
California
$123K -$115K -2,604 -49%
SIM
772
Sonora Investment Management
Arizona
$119K
AWMS
773
Advocacy Wealth Management Services
Georgia
$118K +$116K +2,632 New
JWA
774
JFS Wealth Advisors
Pennsylvania
$110K -$5.98K -136 -5%
FBT
775
First Bank & Trust
South Dakota
$110K

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.