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iShares Russell 1000 Growth ETF

1,080 hedge funds and large institutions have $28.5B invested in iShares Russell 1000 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 307 increasing their positions, 468 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 72

8% more capital invested

Capital invested by funds: $26.3B → $28.5B (+$2.23B)

2% more funds holding

Funds holding: 1,0581,080 (+22)

7% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $14.2M

2% less funds holding in top 10

Funds holding in top 10: 153150 (-3)

7.47% less ownership

Funds ownership: 274.27%266.8% (-7.5%)

34% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 468

Holders
1,080
Holders Change
+22
Holders Change %
+2.08%
% of All Funds
23.37%
Holding in Top 10
150
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.96%
% of All Funds
3.25%
New
106
Increased
307
Reduced
468
Closed
72
Calls
$15.2M
Puts
$14.2M
Net Calls
+$1M
Net Calls Change
+$86.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
276
Credit Suisse
Switzerland
$4.97M +$3.15M +87,616 +200%
SLT
277
St Louis Trust
Missouri
$4.9M -$4.46K -124 -0.1%
HFS
278
HL Financial Services
Kentucky
$4.89M -$69.9K -1,944 -1%
TF
279
Tompkins Financial
New York
$4.88M
RIA
280
Regal Investment Advisors
Michigan
$4.83M +$122K +3,408 +3%
PV
281
Private Vista
Illinois
$4.74M -$309K -8,612 -6%
PMG
282
ProVise Management Group
Florida
$4.74M -$135K -3,748 -3%
DW
283
Domani Wealth
Pennsylvania
$4.72M -$161K -4,484 -3%
AIA
284
Arbor Investment Advisors
North Carolina
$4.71M +$189K +5,252 +4%
OWM
285
Opes Wealth Management
California
$4.67M +$4.43M +123,408 New
RCAG
286
Rehmann Capital Advisory Group
Michigan
$4.63M +$4.4M +122,388 New
Bessemer Group
287
Bessemer Group
New Jersey
$4.53M -$1.05M -29,128 -20%
MPM
288
Meritage Portfolio Management
Kansas
$4.51M -$56.9K -1,584 -1%
FC
289
Ferris Capital
Massachusetts
$4.5M +$238K +6,628 +6%
CDIA
290
Capital Directions Investment Advisors
Georgia
$4.49M -$459K -12,784 -10%
ABC
291
Associated Banc-Corp
Wisconsin
$4.49M -$51.9K -1,444 -1%
HB
292
Homrich & Berg
Georgia
$4.47M -$72.7K -2,024 -2%
LA
293
Legacy Advisors
Pennsylvania
$4.44M +$2.11M +58,668 +100%
CI
294
Conning Inc
Connecticut
$4.4M -$902K -25,104 -18%
Polen Capital Management
295
Polen Capital Management
Florida
$4.4M -$26.5M -737,532 -86%
OAM
296
Oppenheimer Asset Management
New York
$4.4M -$7.73M -215,072 -65%
A
297
AdvicePeriod
California
$4.36M +$174K +4,852 +4%
ICMP
298
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.3M -$40.1K -1,116 -1%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$4.3M +$1.89M +52,556 +86%
EAM
300
Eukles Asset Management
Ohio
$4.18M -$234K -6,504 -6%

IWF Hedge Fund Activity: Q1 2019 in Review

1,080 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2019, worth a combined $28.5B — up 8.5% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new IWF positions and 72 closed out — a net gain of 34 holders — while 307 added to existing stakes and 468 trimmed.

The largest buyer was Stephens Group Asset Management, adding an estimated $54.3M. The largest seller was TIAA FSB, cutting an estimated $452M.

  • 1,080 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2019, up from 1,058 in Q4 2018.
  • Funds reported $28.5B of iShares Russell 1000 Growth ETF stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 106 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2019 and 72 closed out, a net change of +34 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2019 was Stephens Group Asset Management, an estimated $54.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2019 was TIAA FSB, an estimated $452M sold.

Based on aggregated 13F filings for Q1 2019.