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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
HCM
351
HM Capital Management
Missouri
$2.99M +$824K +22,924 +41%
Jennison Associates
352
Jennison Associates
New York
$2.99M -$33.6M -936,368 -92%
MAM
353
Meeder Asset Management
Ohio
$2.98M +$784K +21,816 +38%
MWM
354
Modera Wealth Management
New Jersey
$2.97M -$223K -6,216 -7%
MC
355
Mathes Company
New York
$2.94M
RhumbLine Advisers
356
RhumbLine Advisers
Massachusetts
$2.93M -$2.19M -60,892 -44%
PWPS
357
Pinnacle Wealth Planning Services
Ohio
$2.93M -$218K -6,060 -7%
NF
358
Nikulski Financial
Iowa
$2.92M -$1.81M -50,260 -39%
BCM
359
Brookstone Capital Management
Illinois
$2.92M -$5.26M -146,356 -66%
OCM
360
One Capital Management
California
$2.88M +$37.4K +1,040 +1%
CWM
361
Confluence Wealth Management
Oregon
$2.88M +$362K +10,076 +15%
MA
362
Mutual Advisors
Nebraska
$2.86M +$2.24M +62,432 +472%
DPI
363
Diversified Portfolios Inc
Michigan
$2.86M -$49.4K -1,376 -2%
NG
364
Northstar Group
New York
$2.86M -$51.2K -1,424 -2%
OCM
365
Oakwood Capital Management
California
$2.85M +$7.47K +208 +0.3%
SCM
366
Sterling Capital Management
North Carolina
$2.81M
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
$2.8M -$10.5K -292 -0.4%
GBT
368
Grove Bank & Trust
Florida
$2.8M
NCM
369
Narwhal Capital Management
Georgia
$2.75M -$96.3K -2,680 -4%
FHA
370
First Horizon Advisors
Tennessee
$2.72M -$281K -7,832 -10%
AA
371
Alesco Advisors
New York
$2.72M
CAG
372
Crestwood Advisors Group
Massachusetts
$2.68M -$701K -19,504 -22%
QCG
373
Quadrant Capital Group
Ohio
$2.66M -$32.3K -900 -1%
GRP
374
Global Retirement Partners
California
$2.65M +$33.9K +944 +1%
Jacobs Levy Equity Management
375
Jacobs Levy Equity Management
New Jersey
$2.64M

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.