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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
SFC
801
SYM Financial Corp
Indiana
$50K -$16.2K -368 -25%
RE
802
RBC Europe
United Kingdom
$49.3K
PAI
803
Pittenger & Anderson Inc
Nebraska
$47K
SFSIG
804
San Francisco Sentry Investment Group
California
$43K
AIM
805
Axiom Investment Management
New York
$39K -$360K -8,188 -90%
MA
806
MCF Advisors
Kentucky
$37K
PC
807
Permanens Capital
New York
$36K -$3.87K -88 -10%
CAW
808
Cornerstone Advisors (Washington)
Washington
$36K +$176 +4 +0.5%
EAM
809
Eukles Asset Management
Ohio
$36K +$35.7K +812 New
BAMG
810
Brand Asset Management Group
Missouri
$34K
VCM
811
Vigilant Capital Management
Maine
$34K
BBHC
812
Brown Brothers Harriman & Co
New York
$33K +$24.5K +556 +309%
BBA
813
Braun-Bostich & Associates
Pennsylvania
$32K -$28.9K -656 -48%
MAM
814
Meeder Asset Management
Ohio
$32K
RP
815
Rice Partnership
Hawaii
$30K +$29.4K +668 New
PGAM
816
Princeton Global Asset Management
New Jersey
$29K -$74.6K -1,696 -72%
AOWM
817
Alpha Omega Wealth Management
Virginia
$29K
AF
818
Allworth Financial
California
$28K -$2.29K -52 -8%
CICI
819
Capital Investment Counsel Inc
North Carolina
$27K
HI
820
Human Investing
Oregon
$27K
APSP
821
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K +$176 +4 +0.7%
WB
822
Webster Bank
Connecticut
$25K
SBL
823
Sargent Bickham Lagudis
Colorado
$24K -$18.3K -416 -44%
SFG
824
SevenBridge Financial Group
Pennsylvania
$24K
GWS
825
Glassman Wealth Services
Virginia
$24K +$23.7K +540 +13,500%

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.