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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
Marshall Wace
876
Marshall Wace
United Kingdom
-$363K -8,416 Closed
OMC
877
Old Mission Capital
Illinois
-$334K -7,744 Closed
IWP
878
Icon Wealth Partners
Texas
-$321K -7,436 Closed
GC
879
Grimes & Company
Massachusetts
-$299K -6,948 Closed
AIA
880
Avalon Investment & Advisory
Texas
-$271K -6,292 Closed
VCM
881
Virtue Capital Management
Tennessee
-$263K -6,108 Closed
FI
882
FormulaFolio Investments
Michigan
-$226K -5,240 Closed
GLA
883
Good Life Advisors
Pennsylvania
-$226K -5,232 Closed
IF
884
IRON Financial
Illinois
-$225K -5,212 Closed
BPCE
885
Bank Pictet & Cie (Europe)
Germany
-$224K -5,200 Closed
William Blair & Company
886
William Blair & Company
Illinois
-$223K -5,080 -4%
IP
887
Intellectus Partners
California
-$138K -3,204 Closed
WCM
888
WealthBridge Capital Management
Ohio
-$134K -3,056 Closed
WTC
889
WhitTier Trust Company
Nevada
-$117K -2,720 Closed
BBNA
890
Bremer Bank National Association
Minnesota
-$114K -2,544 Closed
PGWM
891
Parisi Gray Wealth Management
New Jersey
-$82K -1,900 Closed
OIA
892
Optimum Investment Advisors
Illinois
-$53K -1,220 Closed
IC
893
Inscription Capital
Texas
-$45K -1,048 Closed
OFW
894
Omnia Family Wealth
Florida
-$43K -996 Closed
APC
895
Aspire Private Capital
North Carolina
-$36K -836 Closed
CG
896
Cutler Group
California
-$35.5K -808 Closed
RWA
897
Ropes Wealth Advisors
Massachusetts
-$30K -692 Closed
HCA
898
Horan Capital Advisors
Ohio
-$21K -488 Closed
LFA
899
Legacy Financial Advisors
Kentucky
-$17K -400 Closed
NWA
900
New World Advisors
Massachusetts
-$13K -308 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.