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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
AWA
526
Arete Wealth Advisors
Illinois
$1.21M -$173K -4,808 -13%
RCM
527
Radnor Capital Management
Pennsylvania
$1.2M -$18K -500 -2%
MYIA
528
Mount Yale Investment Advisors
Colorado
$1.2M
CWS
529
Cypress Wealth Services
California
$1.2M +$10.5K +292 +0.9%
PFA
530
Pure Financial Advisors
California
$1.2M -$15.2K -424 -1%
AI
531
Atria Investments
North Carolina
$1.2M -$876K -24,380 -44%
BNP Paribas Financial Markets
532
BNP Paribas Financial Markets
France
$1.19M -$4.01M -111,544 -78%
AAM
533
Autus Asset Management
Arizona
$1.19M -$39.5K -1,100 -3%
CIA
534
Capital Investment Advisors
Georgia
$1.19M +$43.3K +1,204 +4%
SC
535
Savant Capital
Illinois
$1.18M -$38.2K -1,064 -3%
EWA
536
ERTS Wealth Advisors
Michigan
$1.17M -$400K -11,120 -26%
CB
537
Chemical Bank
Michigan
$1.17M -$12.9K -360 -1%
JWA
538
JFS Wealth Advisors
Pennsylvania
$1.17M -$82.6K -2,300 -7%
CAC
539
Certified Advisory Corp
Florida
$1.17M +$24.1K +672 +2%
CIA
540
Choate Investment Advisors
Massachusetts
$1.15M
BF
541
Blankinship & Foster
California
$1.15M +$2.3K +64 +0.2%
NFC
542
Northeast Financial Consultants
Connecticut
$1.14M +$1.08M +30,124 New
AWMG
543
Alliance Wealth Management Group
New Jersey
$1.14M
TCM
544
Towercrest Capital Management
Pennsylvania
$1.14M
ST
545
Sageworth Trust
Pennsylvania
$1.14M -$1.29K -36 -0.1%
FANJ
546
Financial Architects (New Jersey)
New Jersey
$1.13M
VA
547
Valmark Advisers
Ohio
$1.13M -$7.04K -196 -0.7%
TFO
548
Tarbox Family Office
California
$1.12M
BRWM
549
B. Riley Wealth Management
Tennessee
$1.11M -$841K -23,392 -44%
NFG
550
Next Financial Group
Texas
$1.1M +$589K +16,380 +128%

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.