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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
DWM
851
Destination Wealth Management
California
$8K
KCPG
852
Kavar Capital Partners Group
Kansas
$8K +$7.74K +176 New
MIM
853
Macroview Investment Management
Maryland
$7K
TL
854
TrueWealth LLC
Georgia
$7K
W
855
WealthStone
Ohio
$6.99K
ATC
856
Adirondack Trust Company
New York
$6K
RIA
857
RPG Investment Advisory
California
$6K
HS
858
Horan Securities
United States
$5K -$352 -8 -7%
GT
859
Glenmede Trust
Pennsylvania
$4.01K -$3.17K -72 -0.1%
EWM
860
Endurance Wealth Management
Rhode Island
$4K
LDFR
861
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
GI
862
Gradient Investments
Minnesota
$3K
TCM
863
TD Capital Management
Tennessee
$3K +$2.99K +68 New
IWMA
864
Ironwood Wealth Management (Arizona)
Arizona
$2K
IA
865
IndexIQ Advisors
New York
$1K -$10.5M -239,212 -100%
BRWM
866
B. Riley Wealth Management
Tennessee
$995 +$39.1K +888 +4%
CPIA
867
Cornell Pochily Investment Advisors
New York
$979 +$16.2K +368 +2%
LHC
868
Little House Capital
Massachusetts
$837 -$106K -2,420 -12%
NDSI
869
Newman Dignan & Sheerar Inc
Rhode Island
$620 +$176 +4 +0%
MWM
870
Meridian Wealth Management
Kentucky
$338 +$33.2K +756 New
WIM
871
Westside Investment Management
California
$108 +$107K +2,432 New
Citadel Advisors
872
Citadel Advisors
Florida
-$3.49M -80,964 Closed
A
873
AdvicePeriod
California
-$1.24M -28,784 Closed
GFPC
874
Global Financial Private Capital
Florida
-$976K -22,656 Closed
Invesco
875
Invesco
Georgia
-$865K -20,068 Closed

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.