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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
Morgan Stanley
1
Morgan Stanley
New York
$1.44B -$36.9M -839,088 -3%
Wells Fargo
2
Wells Fargo
California
$1.13B -$26.1M -594,440 -2%
Bank of America
3
Bank of America
North Carolina
$963M +$3.15M +71,612 +0.3%
JP Morgan Chase
4
JP Morgan Chase
New York
$831M -$40.7M -924,900 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$740M +$8.98M +204,184 +1%
UBS Group
6
UBS Group
Switzerland
$617M +$11.6M +264,020 +2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$611M +$501K +11,388 +0.1%
LPL Financial
8
LPL Financial
California
$391M -$12.3M -280,348 -3%
Ameriprise
9
Ameriprise
Minnesota
$376M +$8.44M +191,976 +2%
M&T Bank
10
M&T Bank
New York
$351M -$10.1M -230,332 -3%
CM
11
Churchill Management
California
$338M +$2.67M +60,624 +0.8%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$318M -$46.2M -1,049,860 -13%
Stifel Financial
13
Stifel Financial
Missouri
$295M -$551K -12,528 -0.2%
Goldman Sachs
14
Goldman Sachs
New York
$247M -$10.9M -248,092 -4%
BlackRock
15
BlackRock
New York
$216M -$8.99M -204,308 -4%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$203M -$11.7M -266,088 -6%
AG
17
Advisor Group
Arizona
$165M -$302K -6,868 -0.2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$160M -$1.44M -32,804 -0.9%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$152M -$2.79M -63,440 -2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$130M +$8.29M +188,480 +7%
HB
21
Homrich & Berg
Georgia
$128M -$516K -11,728 -0.4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$123M -$1.03M -23,352 -0.8%
RJA
23
Raymond James & Associates
Florida
$118M +$2.62M +59,636 +2%
RFC
24
Regions Financial Corp
Alabama
$104M +$8.93M +203,104 +10%
Axa
25
Axa
France
$101M -$4.43M -100,800 -4%

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.