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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
RCM
576
Riverhead Capital Management
Delaware
$1M +$952K +26,496 New
RMDI
577
R.M. Davis Inc
Maine
$1M +$32.5K +904 +4%
SPC
578
Sigma Planning Corp
Michigan
$993K -$143K -3,988 -13%
MPI
579
Mairs & Power Inc
Minnesota
$991K
APW
580
Acima Private Wealth
Virginia
$990K +$301K +8,376 +47%
WCWM
581
Willow Creek Wealth Management
California
$986K -$7.04K -196 -0.7%
DWM
582
Destination Wealth Management
California
$986K +$347K +9,664 +59%
BFO
583
Biltmore Family Office
North Carolina
$985K
CWM
584
Cornerstone Wealth Management
Missouri
$960K +$75.6K +2,104 +13%
CC
585
Courier Capital
New York
$947K +$38.4K +1,068 +4%
CWM
586
CCG Wealth Management
California
$943K
UBV
587
United Bank (Virginia)
Virginia
$930K -$98.5K -2,740 -10%
HWM
588
Highwater Wealth Management
Colorado
$930K -$87.2K -2,428 -9%
KIA
589
KCM Investment Advisors
California
$930K -$50.6K -1,408 -5%
JWBC
590
J.W. Burns & Co
New York
$928K
BO
591
BRR OpCo
Ohio
$925K -$10.8K -300 -1%
FSA
592
Financial Sense Advisors
California
$916K -$155K -4,316 -15%
CHP
593
Cable Hill Partners
Oregon
$914K -$3.88K -108 -0.4%
GHCM
594
Glen Harbor Capital Management
California
$911K +$865K +24,064 New
SNT
595
Security National Trust
West Virginia
$908K
GWM
596
Geneos Wealth Management
Colorado
$904K -$22.6K -628 -3%
GIA
597
Gladstone Institutional Advisory
Florida
$903K +$9.77K +272 +1%
GVAG
598
Great Valley Advisor Group
Delaware
$899K +$853K +23,740 New
FBA
599
Front Barnett Associates
Illinois
$891K +$571K +15,880 +207%
AC
600
Avestar Capital
New York
$885K -$647K -18,004 -43%

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.