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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
MLL
426
Moody Lynn & Lieberson
Massachusetts
$2.09M
PA
427
Pinnacle Associates
New York
$2.09M -$22.3K -620 -1%
IWM
428
IHT Wealth Management
Illinois
$2.08M -$772K -21,476 -28%
CFG
429
Cooper Financial Group
California
$2.08M +$127K +3,540 +7%
FLPIM
430
F.L. Putnam Investment Management
Massachusetts
$2.07M -$66.3K -1,844 -3%
SHJ
431
Sharkey, Howes & Javer
Colorado
$2.03M
NNP
432
Nachman Norwood & Parrott
South Carolina
$2.02M +$30.9K +860 +2%
BBNA
433
Bremer Bank National Association
Minnesota
$2.01M +$1.83M +50,948 New
NEPWA
434
New England Private Wealth Advisors
Massachusetts
$2M -$35.1K -976 -2%
PMFA
435
Plante Moran Financial Advisors
Michigan
$1.99M +$48.1K +1,340 +3%
ICM
436
IMS Capital Management
Oregon
$1.99M +$176K +4,900 +10%
LC
437
Landaas & Company
Wisconsin
$1.98M -$210K -5,852 -10%
Chevy Chase Trust
438
Chevy Chase Trust
Maryland
$1.98M -$134K -3,736 -7%
F
439
F3Logic
Minnesota
$1.97M +$673K +18,740 +56%
CGL
440
Clarius Group LLC
Washington
$1.95M -$52.7K -1,468 -3%
DBRC
441
D.B. Root & Company
Pennsylvania
$1.95M -$1.57M -43,676 -46%
AIP
442
Ameritas Investment Partners
Nebraska
$1.94M -$337K -9,388 -15%
CCM
443
Cribstone Capital Management
Maine
$1.94M -$33.9K -944 -2%
NA
444
Neuburgh Advisers
California
$1.94M +$1.84M +51,136 New
FA
445
Financial Advisors
Massachusetts
$1.9M
SFM
446
Signet Financial Management
New Jersey
$1.87M -$654K -18,192 -28%
WTC
447
WhitTier Trust Company
Nevada
$1.86M
FNBSF
448
First National Bank Sioux Falls
South Dakota
$1.86M -$55.9K -1,556 -3%
MPW
449
MA Private Wealth
California
$1.85M -$314K -8,752 -15%
CTA
450
Chesley Taft & Associates
Illinois
$1.81M -$535K -14,880 -24%

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.