We are live on ! Find out more
IWF icon

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
FCM
476
Flinton Capital Management
Pennsylvania
$1.59M +$1.51M +42,112 New
AAMU
477
Amundi Asset Management US
Massachusetts
$1.58M +$1.51M +41,888 New
KWM
478
Kingsview Wealth Management
Oregon
$1.57M +$150K +4,164 +11%
RBFC
479
Roman Butler Fullerton & Co
Missouri
$1.56M -$841K -23,400 -36%
GWA
480
Guidant Wealth Advisors
Illinois
$1.56M -$11.5K -320 -0.8%
LNWWM
481
Laird Norton Wetherby Wealth Management
California
$1.56M +$1.15K +32 +0.1%
AAS
482
Annex Advisory Services
Wisconsin
$1.53M -$1.1M -30,748 -43%
IB
483
Intrust Bank
Kansas
$1.52M
CFA
484
Cahill Financial Advisors
Minnesota
$1.5M +$20.6K +572 +1%
BAC
485
Boys Arnold & Co
North Carolina
$1.5M +$17.2K +480 +1%
BWA
486
BDO Wealth Advisors
Florida
$1.48M +$32.3K +900 +2%
DWT
487
Dorsey & Whitney Trust
South Dakota
$1.48M +$129K +3,580 +10%
FI
488
Financial Insights
Washington
$1.48M +$21.8K +608 +2%
CCM
489
Chilton Capital Management
Texas
$1.47M +$798K +22,208 +134%
TCPWM
490
Traverso Chambers Private Wealth Management
California
$1.45M +$9.92K +276 +0.7%
HCM
491
Howland Capital Management
Massachusetts
$1.44M -$111K -3,080 -7%
BFM
492
Broadview Financial Management
Wisconsin
$1.44M +$85.1K +2,368 +7%
AIM
493
Acropolis Investment Management
Missouri
$1.42M -$5.03K -140 -0.4%
ADL
494
Asset Dedication LLC
California
$1.42M +$17.8K +496 +1%
LDB
495
Lee, Danner & Bass
Tennessee
$1.42M
ST
496
Smithfield Trust
Pennsylvania
$1.41M
EWA
497
Exencial Wealth Advisors
Oklahoma
$1.41M +$472K +13,132 +54%
IA
498
IFP Advisors
Florida
$1.41M -$4.78M -133,156 -78%
PCM
499
Pointe Capital Management
Michigan
$1.41M +$325K +9,044 +32%
CAL
500
Capital Analysts LLC
Pennsylvania
$1.4M -$21.7K -604 -2%

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.