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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
PPA
26
Parametric Portfolio Associates
Washington
$206M -$10.6M -294,556 -5%
Ameriprise
27
Ameriprise
Minnesota
$206M -$40.8M -1,135,816 -17%
US Bancorp
28
US Bancorp
Minnesota
$204M -$3.42M -95,100 -2%
BlackRock
29
BlackRock
New York
$191M -$18.2M -505,836 -9%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$187M -$7.28M -202,560 -4%
Axa
31
Axa
France
$157M -$7.42M -206,400 -5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$154M +$2.86M +79,528 +2%
B
33
Barings
North Carolina
$141M -$9.2M -256,104 -6%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$140M -$3.03M -84,300 -2%
HighTower Advisors
35
HighTower Advisors
Illinois
$138M -$7.5M -208,588 -5%
BDF
36
Balasa Dinverno & Foltz
$134M -$8.45M -235,116 -6%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$116M -$55.7M -1,549,548 -34%
WPW
38
Waldron Private Wealth
Pennsylvania
$115M +$7.82M +217,568 +8%
Stifel Financial
39
Stifel Financial
Missouri
$111M -$9.11M -253,544 -8%
CB
40
Commerce Bank
Missouri
$108M -$207K -5,764 -0.2%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$104M -$3.25M -90,400 -3%
1SB
42
1ST Source Bank
Indiana
$99.9M -$2.84M -79,060 -3%
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$99.7M -$1.12M -31,220 -1%
Truist Financial
44
Truist Financial
North Carolina
$96.2M -$2.5M -69,484 -3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$92.2M +$193K +5,364 +0.2%
CAN
46
Cetera Advisor Networks
California
$89.8M +$3.18M +88,520 +4%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$89.6M +$1.14M +31,864 +1%
KeyBank National Association
48
KeyBank National Association
Ohio
$87.9M -$6.13M -170,664 -7%
MML Investors Services
49
MML Investors Services
Massachusetts
$83.5M +$3.93M +109,288 +5%
Prudential Financial
50
Prudential Financial
New Jersey
$83.2M +$13.9M +387,880 +21%

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.