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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
AssetMark Inc
826
AssetMark Inc
California
$22K -$39.2K -892 -65%
BWP
827
Baldwin Wealth Partners
Massachusetts
$22K
HI
828
Hudock Inc
Pennsylvania
$21K +$5.1K +116 +32%
UB
829
UMB Bank
Missouri
$20.4K -$881K -20,024 -4%
PWMG
830
Prestige Wealth Management Group
New Jersey
$20K -$2.11K -48 -10%
GWMIA
831
Global Wealth Management Investment Advisory
Florida
$19K -$19.4K -440 -50%
AIA
832
Armor Investment Advisors
North Carolina
$18K
LWS
833
Lucia Wealth Services
California
$18K
SBA
834
Secrest Blakey & Associates
North Carolina
$18K
SIS
835
Sound Income Strategies
Florida
$18K
TFA
836
Transamerica Financial Advisors
Florida
$18K +$17.6K +400 New
AC
837
Avestar Capital
New York
$17K
ME
838
McIlrath & Eck
Washington
$17K
TFA
839
Toth Financial Advisory
Virginia
$17K
VCM
840
Versant Capital Management
Arizona
$17K
TCOV
841
Trust Company of Vermont
Vermont
$17K +$7.04K +160 +71%
KFS
842
Kelly Financial Services
Massachusetts
$17K +$176 +4 +1%
NPP
843
New Potomac Partners
Maryland
$16K
AIM
844
Anchor Investment Management
South Carolina
$16K
Kayne Anderson Rudnick Investment Management
845
Kayne Anderson Rudnick Investment Management
California
$15K +$14.6K +332 New
OAJ
846
Ogorek Anthony Joseph
New York
$14K
First Manhattan
847
First Manhattan
New York
$13K
CFN
848
Cordasco Financial Network
Florida
$9K
FFW
849
Fusion Family Wealth
New York
$9K
TF
850
TimeScale Financial
Massachusetts
$9K +$8.44K +192 New

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.