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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
HJA
126
Hugh Johnson Advisors
New York
$11.6M -$656K -14,924 -5%
ECM
127
Evergreen Capital Management
Washington
$11.5M -$1.24M -28,284 -10%
CS
128
Comerica Securities
Michigan
$11.2M +$1.84M +41,732 +20%
IFS
129
Ifrah Financial Services
Arkansas
$11.2M -$86.2K -1,960 -0.8%
PWP
130
Personal Wealth Partners
Minnesota
$11.1M -$320K -7,284 -3%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$11.1M +$213K +4,844 +2%
SHIM
132
Stone House Investment Management
Pennsylvania
$11.1M +$4.9M +111,480 +82%
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$11M
MIAN
134
Mariner Independent Advisor Network
Kansas
$10.8M +$740K +16,824 +8%
FAAS
135
First Allied Advisory Services
California
$10.8M -$2.62M -59,520 -20%
DADC
136
D.A. Davidson & Co
Montana
$10.8M +$237K +5,384 +2%
EWF
137
Epstein & White Financial
California
$10.7M -$618K -14,048 -6%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$10.4M -$305K -6,944 -3%
PSP
139
Principal Street Partners
Tennessee
$10.3M +$10.1M +229,396 New
HIS
140
Harvest Investment Services
Illinois
$10M +$226K +5,148 +2%
MFM
141
Mirsky Financial Management
New York
$9.98M -$92K -2,092 -0.9%
KM
142
Kalos Management
Georgia
$9.85M +$1.91M +43,480 +25%
BTS
143
BB&T Securities
Virginia
$9.59M -$1.38M -31,428 -13%
CS
144
Credit Suisse
Switzerland
$9.54M +$1.87M +42,528 +25%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$9.52M
GPA
146
Guidance Point Advisors
Massachusetts
$9.19M +$90.1K +2,048 +1%
HW
147
Hancock Whitney
Mississippi
$8.97M +$2.9M +65,856 +49%
CFG
148
Citizens Financial Group
Rhode Island
$8.92M +$273K +6,204 +3%
PWAC
149
Private Wealth Advisors (California)
California
$8.92M
DSA
150
Droms Strauss Advisors
Missouri
$8.92M -$52.1K -1,184 -0.6%

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.