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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
CWM
376
Confluence Wealth Management
Oregon
$2.99M -$1.39K -36 -0%
FDCC
377
Foster Dykema Cabot & Co
Massachusetts
$2.98M +$336K +8,680 +13%
FPS
378
Fieldpoint Private Securities
Connecticut
$2.98M +$510K +13,168 +21%
DPI
379
Diversified Portfolios Inc
Michigan
$2.96M -$13.2K -340 -0.4%
OCM
380
One Capital Management
California
$2.95M -$39.5K -1,020 -1%
WDL
381
Well Done LLC
Michigan
$2.94M -$209K -5,392 -7%
GBT
382
Grove Bank & Trust
Florida
$2.91M
NG
383
Northstar Group
New York
$2.9M -$73.1K -1,888 -2%
FMWA
384
Forvis Mazars Wealth Advisors
Missouri
$2.86M -$47.2K -1,220 -2%
HCM
385
HM Capital Management
Missouri
$2.84M -$265K -6,852 -9%
SPC
386
Sigma Planning Corp
Michigan
$2.83M +$1.77M +45,796 +175%
AA
387
Alesco Advisors
New York
$2.82M
FHA
388
First Horizon Advisors
Tennessee
$2.81M -$15.5K -400 -0.6%
AAMU
389
Amundi Asset Management US
Massachusetts
$2.81M +$1.14M +29,512 +70%
FIMS
390
FBL Investment Management Services
Iowa
$2.8M -$3.82M -98,632 -58%
FNBT
391
FineMark National Bank & Trust
Florida
$2.8M +$235K +6,072 +9%
CAM
392
Congress Asset Management
Massachusetts
$2.79M +$2.22M +57,276 +416%
GRP
393
Global Retirement Partners
California
$2.78M +$30K +776 +1%
QCG
394
Quadrant Capital Group
Ohio
$2.76M
B
395
Brightworth
Georgia
$2.76M -$20.9M -538,976 -88%
CBN
396
Cadence Bank NA
Texas
$2.75M +$31.7K +820 +1%
Jacobs Levy Equity Management
397
Jacobs Levy Equity Management
New Jersey
$2.75M
AWM
398
AE Wealth Management
Kansas
$2.74M +$330K +8,532 +14%
MMG
399
Monetary Management Group
Missouri
$2.72M
WPSG
400
Wealth & Pension Services Group
Georgia
$2.72M +$63.2K +1,632 +2%

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.