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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
CCM
501
Chilton Capital Management
Texas
$1.54M +$9.29K +240 +0.6%
GWA
502
Guidant Wealth Advisors
Illinois
$1.53M -$83.3K -2,152 -5%
TCPWM
503
Traverso Chambers Private Wealth Management
California
$1.53M +$2.63K +68 +0.2%
FAIM
504
Financial Advocates Investment Management
Washington
$1.52M -$141K -3,644 -9%
MC
505
Middleton & Co
Massachusetts
$1.5M +$116K +3,000 +9%
CA
506
Clearstead Advisors
Ohio
$1.5M +$406K +10,488 +38%
HCM
507
Howland Capital Management
Massachusetts
$1.5M
LDB
508
Lee, Danner & Bass
Tennessee
$1.49M +$14.6K +376 +1%
AIM
509
Acropolis Investment Management
Missouri
$1.48M -$2.94K -76 -0.2%
EWA
510
Exencial Wealth Advisors
Oklahoma
$1.47M
ST
511
Smithfield Trust
Pennsylvania
$1.47M -$2.17K -56 -0.1%
ADL
512
Asset Dedication LLC
California
$1.46M -$15.5K -400 -1%
CAL
513
Capital Analysts LLC
Pennsylvania
$1.44M -$8.67K -224 -0.6%
FI
514
Financial Insights
Washington
$1.44M -$24.1K -624 -2%
CFS
515
Cannon Financial Strategists
Georgia
$1.42M -$25.9K -668 -2%
BFM
516
Broadview Financial Management
Wisconsin
$1.42M -$76.6K -1,980 -5%
AAS
517
Avantax Advisory Services
Texas
$1.42M +$806K +20,836 +138%
LWAC
518
Laurel Wealth Advisors (California)
California
$1.41M +$904K +23,348 +187%
MPW
519
MA Private Wealth
California
$1.41M -$511K -13,200 -27%
DCM
520
Dimension Capital Management
Florida
$1.39M +$61.9K +1,600 +5%
SC
521
SouthState Corp
Florida
$1.37M -$31.6K -816 -2%
DC
522
Davenport & Co
Virginia
$1.35M
BCWM
523
Blue Chip Wealth Management
Florida
$1.35M +$2.32K +60 +0.2%
SSB
524
Sandy Spring Bank
Maryland
$1.34M -$35.6K -920 -3%
BCP
525
Berkeley Capital Partners
Georgia
$1.33M +$200K +5,164 +18%

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.