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iShares Russell 1000 Growth ETF

1,111 hedge funds and large institutions have $31.2B invested in iShares Russell 1000 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 359 increasing their positions, 435 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 41

9.45% more ownership

Funds ownership: 266.8%276.25% (+9.4%)

9% more capital invested

Capital invested by funds: $28.5B → $31.2B (+$2.66B)

3% more funds holding

Funds holding: 1,0791,111 (+32)

2% more funds holding in top 10

Funds holding in top 10: 150153 (+3)

17% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 435

19% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $26.5M

Holders
1,111
Holders Change
+32
Holders Change %
+2.97%
% of All Funds
24.13%
Holding in Top 10
153
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2%
% of All Funds
3.32%
New
83
Increased
359
Reduced
435
Closed
41
Calls
$21.4M
Puts
$26.5M
Net Calls
-$5.06M
Net Calls Change
-$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
251
McKinley Carter Wealth Services
West Virginia
$6.61M -$15K -388 -0.2%
CB
252
Community Bank
New York
$6.57M +$69.3K +1,792 +1%
SW
253
SlateStone Wealth
Florida
$6.37M -$478K -12,352 -7%
BP
254
Ballentine Partners
Massachusetts
$6.26M -$310 -8 -0%
Wellington Management Group
255
Wellington Management Group
Massachusetts
$6.2M -$3.09M -79,724 -34%
NB
256
Nicolet Bankshares
Wisconsin
$6.19M -$725K -18,740 -11%
BB
257
Busey Bank
Illinois
$6.14M +$333K +8,604 +6%
JFA
258
Johanson Financial Advisors
California
$6.05M -$97.1K -2,508 -2%
BFM
259
Boston Financial Management
Massachusetts
$5.94M -$318K -8,228 -5%
JF
260
JSF Financial
California
$5.94M +$103K +2,664 +2%
BTS
261
BB&T Securities
Virginia
$5.93M -$705K -18,212 -11%
VFA
262
Valeo Financial Advisors
Indiana
$5.92M -$172K -4,432 -3%
MA
263
Montag & Associates
Georgia
$5.92M -$74.5K -1,924 -1%
RCAG
264
Rehmann Capital Advisory Group
Michigan
$5.9M +$1.07M +27,648 +23%
CRC
265
Curi RMB Capital
Illinois
$5.84M -$135K -3,476 -2%
CWM
266
Cahaba Wealth Management
Georgia
$5.84M -$16.1K -416 -0.3%
CCWA
267
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.81M +$53.7K +1,388 +0.9%
ECG
268
Edge Capital Group
Georgia
$5.79M -$1.21M -31,376 -18%
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$5.78M +$247K +6,388 +5%
TFGT
270
TS Financial Group (TSFG)
Illinois
$5.78M +$293K +7,584 +5%
NPF
271
Norris Perne & French
Michigan
$5.77M -$47.8K -1,236 -0.8%
AW
272
ACG Wealth
Georgia
$5.76M +$189K +4,872 +3%
KAH
273
Kathryn A. Hall
$5.7M
SFG
274
Sage Financial Group
Pennsylvania
$5.7M +$6.35K +164 +0.1%
WLIM
275
White Lighthouse Investment Management
Massachusetts
$5.64M -$353K -9,132 -6%

IWF Hedge Fund Activity: Q2 2019 in Review

1,111 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2019, worth a combined $31.2B — up 9.3% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWF positions and 41 closed out — a net gain of 42 holders — while 359 added to existing stakes and 435 trimmed.

The largest buyer was TIAA FSB, adding an estimated $425M. The largest seller was Suntrust Banks, cutting an estimated $133M.

  • 1,111 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2019, up from 1,079 in Q1 2019.
  • Funds reported $31.2B of iShares Russell 1000 Growth ETF stock for Q2 2019, up 9.3% quarter-over-quarter.
  • 83 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2019 and 41 closed out, a net change of +42 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $425M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2019 was Suntrust Banks, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2019.