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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
TCM
101
Traynor Capital Management
Pennsylvania
$15M +$554K +12,592 +4%
GIM
102
Goelzer Investment Management
Indiana
$14.9M +$453K +10,300 +3%
CL
103
Choreo LLC
Illinois
$14.7M +$599K +13,628 +4%
BB
104
Busey Bank
Illinois
$14.5M +$385K +8,752 +3%
AWM
105
AE Wealth Management
Kansas
$14.2M +$5.9M +134,088 +74%
FWP
106
FAS Wealth Partners
Kansas
$14.1M +$177K +4,028 +1%
CWM
107
Cahaba Wealth Management
Georgia
$14.1M -$2.11K -48 -0%
V
108
Veritable
Delaware
$13.8M
EDRIA
109
Edmonds Duncan Registered Investment Advisors
Kansas
$13.7M -$85.8K -1,952 -0.6%
BS
110
Banco Santander
Spain
$13.6M +$13.3M +302,676 New
BOH
111
Bank of Hawaii
Hawaii
$13.3M -$1.01M -22,908 -7%
CAI
112
Capital Advisors Inc
Oklahoma
$13.2M +$10.7M +243,012 +468%
FIG
113
FundX Investment Group
California
$13.1M +$158K +3,592 +1%
SFI
114
SPC Financial Inc
Maryland
$13.1M -$78.8K -1,792 -0.6%
ANB
115
Amarillo National Bank
Texas
$12.9M -$214K -4,856 -2%
WWM
116
Western Wealth Management
Colorado
$12.8M +$72.1K +1,640 +0.6%
TW
117
Transform Wealth
Colorado
$12.6M +$818K +18,608 +7%
AIA
118
Arrow Investment Advisors
Maryland
$12.6M -$1.06M -24,156 -8%
IFAM
119
Institutional & Family Asset Management
Colorado
$12.4M -$2.99K -68 -0%
CA
120
Centerpoint Advisors
Massachusetts
$12.4M -$1.74M -39,664 -13%
SWPG
121
Strategic Wealth Partners Group
Illinois
$12.2M +$110K +2,492 +0.9%
AIA
122
Alera Investment Advisors
Illinois
$12.1M -$102K -2,312 -0.8%
FLA
123
Financial Life Advisors
Texas
$12.1M +$244K +5,548 +2%
SAM
124
Silvercrest Asset Management
New York
$11.8M +$343K +7,788 +3%
Northern Trust
125
Northern Trust
Illinois
$11.7M -$112K -2,548 -1%

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.