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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
TI
301
Truepoint Inc
Ohio
$4.16M +$193K +5,368 +5%
WIC
302
Whitegate Investment Counselors
New Hampshire
$4.15M +$313K +8,724 +9%
GG
303
GenWealth Group
New Jersey
$4.12M -$24.7K -688 -0.6%
CCM
304
Coldstream Capital Management
Washington
$4.07M +$4.74K +132 +0.1%
P
305
Pitcairn
Pennsylvania
$4.06M -$575 -16 -0%
PG
306
Patten Group
Tennessee
$4M +$299K +8,328 +9%
RCM
307
RNC Capital Management
California
$4M +$259K +7,220 +7%
MAS
308
Managed Account Services
Florida
$3.99M -$71.9K -2,000 -2%
CFG
309
CMC Financial Group
Georgia
$3.99M +$2.12M +59,044 +127%
EWA
310
EP Wealth Advisors
California
$3.98M +$110K +3,056 +3%
FUBT
311
First United Bank & Trust
Maryland
$3.94M -$510K -14,188 -12%
IP
312
Investment Partners
Ohio
$3.94M +$101K +2,800 +3%
Millennium Management
313
Millennium Management
New York
$3.92M +$3.72M +103,452 New
CTC
314
Central Trust Company
Missouri
$3.91M -$11.2K -312 -0.3%
AIC
315
Ameritas Investment Company
Nebraska
$3.9M +$3.71M +103,148 New
MBTD
316
Mechanics Bank - Trust Department
California
$3.85M -$84.1K -2,340 -2%
MFGP
317
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.81M +$1.58K +44 +0%
BAM
318
Berkshire Asset Management
Pennsylvania
$3.74M -$690K -19,200 -16%
DMC
319
Drexel Morgan & Co
Pennsylvania
$3.73M +$25.4K +708 +0.7%
SPIA
320
Strategic Point Investment Advisors
Rhode Island
$3.72M -$342K -9,528 -9%
OPCM
321
Osborne Partners Capital Management
California
$3.72M
WT
322
Whittier Trust
California
$3.67M
IWA
323
Intercontinental Wealth Advisors
Texas
$3.66M +$318K +8,860 +10%
AIM
324
Avity Investment Management
Connecticut
$3.63M -$8.62K -240 -0.2%
Capital Fund Management (CFM)
325
Capital Fund Management (CFM)
France
$3.6M -$1.38M -38,400 -29%

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.