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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
BPA
401
Beacon Pointe Advisors
California
$2.4M -$464K -12,916 -17%
QCM
402
Quest Capital Management
Texas
$2.4M +$66.7K +1,856 +3%
RIL
403
Rothschild Investment LLC
Illinois
$2.39M +$32.3K +900 +1%
CG
404
Caprock Group
Idaho
$2.37M +$1.29K +36 +0.1%
FPS
405
Fieldpoint Private Securities
Connecticut
$2.37M -$52.6K -1,464 -2%
CAAS
406
Capital Asset Advisory Services
Michigan
$2.35M +$78.3K +2,180 +4%
RTS
407
Round Table Services
New Jersey
$2.34M +$862 +24 +0%
DT
408
Diversified Trust
Tennessee
$2.34M -$11.5K -320 -0.5%
RSWM
409
Robertson Stephens Wealth Management
California
$2.33M +$2.44K +68 +0.1%
GTAM
410
Global Trust Asset Management
Florida
$2.32M -$28.5K -792 -1%
FWP
411
FAS Wealth Partners
Kansas
$2.32M +$92.4K +2,572 +4%
AWM
412
AE Wealth Management
Kansas
$2.31M -$259K -7,216 -11%
EAM
413
Evanson Asset Management
California
$2.31M -$52.3K -1,456 -2%
NFG
414
Noven Financial Group
Colorado
$2.29M +$2.18M +60,620 New
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$2.25M -$28.6K -796 -1%
SHWM
416
Smith & Howard Wealth Management
Georgia
$2.25M +$631K +17,564 +42%
MWM
417
Merriman Wealth Management
Washington
$2.23M +$1.32M +36,824 +166%
WHG
418
Westwood Holdings Group
Texas
$2.21M -$714K -19,868 -25%
EIP
419
Ellis Investment Partners
Pennsylvania
$2.2M -$52.3K -1,456 -2%
PFA
420
Pettinga Financial Advisors
Indiana
$2.2M +$701K +19,500 +50%
WA
421
Wilshire Advisors
California
$2.17M -$216K -6,000 -9%
CF
422
Corrigan Financial
Rhode Island
$2.16M -$142K -3,944 -6%
PFO
423
Pathstone Family Office
New Jersey
$2.12M +$1.7M +47,388 +539%
EWMCB
424
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.11M -$72.3K -2,012 -3%
AB
425
Atlas Brown
Kentucky
$2.09M -$22.7K -632 -1%

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.