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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
CTB
776
Country Trust Bank
Illinois
$109K
PMFA
777
Plante Moran Financial Advisors
Michigan
$109K
RFA
778
Reilly Financial Advisors
California
$105K
HIIFS
779
Harel Insurance Investments & Financial Services
Israel
$104K
QCMNJ
780
Quantum Capital Management (New Jersey)
New Jersey
$99K
CIA
781
Cascade Investment Advisors
Oregon
$98.6K
SFSG
782
Stearns Financial Services Group
North Carolina
$97K
BAM
783
Barrett Asset Management
New York
$95K -$9.15K -208 -9%
LWA
784
Lowe Wealth Advisors
Maryland
$94K
POIA
785
Pin Oak Investment Advisors
Texas
$93K
EWM
786
Executive Wealth Management
Michigan
$92K +$352 +8 +0.4%
LWM
787
Liberty Wealth Management
California
$90K -$7.04K -160 -7%
BHWM
788
Bay Harbor Wealth Management
Maryland
$87K +$61.2K +1,392 +254%
LWM
789
Lenox Wealth Management
Ohio
$79K -$333K -7,580 -81%
BWM
790
BerganKDV Wealth Management
Minnesota
$79K -$27.6K -628 -26%
BWM
791
Baystate Wealth Management
Massachusetts
$69K +$352 +8 +0.5%
TA
792
TCG Advisors
Texas
$65K +$62.8K +1,428 New
SWP
793
Strategic Wealth Partners
Ohio
$64K -$58.4K -1,328 -48%
CHC
794
City Holding Co
West Virginia
$64K
AWM
795
Apollon Wealth Management
South Carolina
$64K +$63K +1,432 New
MCM
796
McMillion Capital Management
North Carolina
$62K +$60.9K +1,384 New
PFO
797
Pathstone Family Office
New Jersey
$55K
RFM
798
Royal Fund Management
Florida
$55K +$176 +4 +0.3%
NSB
799
Norway Savings Bank
Maine
$55K +$13.7K +312 +34%
PFGIA
800
Patriot Financial Group Insurance Agency
Massachusetts
$54K -$51.4K -1,168 -50%

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.