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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 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 42

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: 1,0801,111 (+31)

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
+31
Holders Change %
+2.87%
% 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
42
Calls
$21.4M
Puts
$26.5M
Net Calls
-$5.06M
Net Calls Change
-$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Sterling Capital Management
North Carolina
$3.97M +$1.03M +26,536 +36%
STMM
327
South Texas Money Management
Texas
$3.95M +$824K +21,304 +27%
MBTD
328
Mechanics Bank - Trust Department
California
$3.91M -$89.2K -2,304 -2%
EWA
329
EP Wealth Advisors
California
$3.89M -$243K -6,280 -6%
BAM
330
Berkshire Asset Management
Pennsylvania
$3.88M
OPCM
331
Osborne Partners Capital Management
California
$3.88M +$15.5K +400 +0.4%
DMC
332
Drexel Morgan & Co
Pennsylvania
$3.88M +$2.63K +68 +0.1%
JWM
333
Jackson Wealth Management
Florida
$3.84M +$516K +13,324 +16%
VF
334
Virtu Financial
New York
$3.81M +$3.75M +96,816 New
BPA
335
Beacon Pointe Advisors
California
$3.81M +$1.29M +33,368 +53%
IWM
336
IHT Wealth Management
Illinois
$3.77M +$1.57M +40,500 +74%
SPIA
337
Strategic Point Investment Advisors
Rhode Island
$3.75M -$114K -2,948 -3%
WT
338
Whittier Trust
California
$3.74M -$76.6K -1,980 -2%
MCM
339
Manchester Capital Management
Vermont
$3.74M +$75.8K +1,960 +2%
AIM
340
Avity Investment Management
Connecticut
$3.72M -$59.6K -1,540 -2%
CA
341
Cornerstone Advisory
Maryland
$3.69M -$25.7K -664 -0.7%
FUBT
342
First United Bank & Trust
Maryland
$3.64M -$449K -11,592 -11%
CC
343
Cassaday & Co
Virginia
$3.63M +$487K +12,580 +16%
HCA
344
Harbour Capital Advisors
Virginia
$3.62M -$34.8K -900 -1%
PFA
345
Pathway Financial Advisors
Vermont
$3.59M
Fiera Capital (Canada)
346
Fiera Capital (Canada)
Quebec, Canada
$3.58M -$13.2K -340 -0.4%
OC
347
Oppenheimer & Co
New York
$3.52M +$42.1K +1,088 +1%
GC
348
Garde Capital
Washington
$3.48M +$21.7K +560 +0.6%
HTC
349
Haverford Trust Company
Pennsylvania
$3.46M
AA
350
Ancora Advisors
Ohio
$3.46M +$3.11M +80,432 +1,089%

IWF Hedge Fund Activity: Q2 2019 in Review

1,111 of the 4,605 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 42 closed out — a net gain of 41 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 1,080 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 42 closed out, a net change of +41 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.