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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
KP
376
Keel Point
Alabama
$2.64M +$1.1M +30,480 +78%
OIA
377
Optimum Investment Advisors
Illinois
$2.63M -$47.7K -1,328 -2%
GIM
378
Goelzer Investment Management
Indiana
$2.63M +$376K +10,452 +18%
MWM
379
Mission Wealth Management
California
$2.63M -$46.7K -1,300 -2%
MMG
380
Monetary Management Group
Missouri
$2.62M +$35.9K +1,000 +1%
CBN
381
Cadence Bank NA
Texas
$2.62M -$31.3K -872 -1%
SS
382
Simplicity Solutions
Minnesota
$2.6M -$275K -7,656 -10%
PGFC
383
Peapack-Gladstone Financial Corp
New Jersey
$2.58M +$22.1K +616 +0.9%
WPSG
384
Wealth & Pension Services Group
Georgia
$2.55M +$12.1K +336 +0.5%
FDCC
385
Foster Dykema Cabot & Co
Massachusetts
$2.54M +$417K +11,600 +21%
UR
386
USCA RIA
Texas
$2.51M -$1.37M -38,136 -36%
CM
387
Castleark Management
Illinois
$2.51M -$1.44M -40,000 -38%
N
388
Natixis
France
$2.5M -$2.44K -68 -0.1%
CCM
389
Canal Capital Management
Virginia
$2.47M -$22.7K -632 -1%
OIA
390
OneDigital Investment Advisors
Kansas
$2.47M -$4.89K -136 -0.2%
IWP
391
Icon Wealth Partners
Texas
$2.46M -$482K -13,400 -17%
PFM
392
Parsec Financial Management
North Carolina
$2.46M +$106K +2,956 +5%
FNBT
393
FineMark National Bank & Trust
Florida
$2.46M -$71.1K -1,980 -3%
MAFM
394
Mid Atlantic Financial Management
Pennsylvania
$2.45M -$81.9K -2,280 -3%
MFW
395
Mosaic Family Wealth
Missouri
$2.45M -$127K -3,524 -5%
ATC
396
Argent Trust Co
Tennessee
$2.45M +$22.7K +632 +1%
FNT
397
First National Trust
Pennsylvania
$2.44M +$115K +3,208 +5%
SVWA
398
Sound View Wealth Advisors
Georgia
$2.44M +$128K +3,568 +6%
BWCS
399
Beirne Wealth Consulting Services
Connecticut
$2.41M +$2.01M +55,892 +726%
UBS AM
400
UBS AM
Illinois
$2.4M -$1.15M -31,896 -33%

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.