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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
WWM
576
Western Wealth Management
Colorado
$1.08M -$2.63K -68 -0.2%
BBHC
577
Brown Brothers Harriman & Co
New York
$1.07M -$198K -5,112 -16%
EK
578
Evensky & Katz
Florida
$1.06M -$85K -2,196 -8%
SWRP
579
Summit Wealth & Retirement Planning
California
$1.05M -$89.6K -2,316 -8%
VCP
580
Vista Capital Partners
Oregon
$1.04M -$13.2K -340 -1%
CFG
581
CMC Financial Group
Georgia
$1.04M -$3.05M -78,924 -75%
BMC
582
Beaton Management Company
Massachusetts
$1.04M -$96.7K -2,500 -9%
APSP
583
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.03M -$91.2K -2,356 -8%
ACI
584
Alpha Cubed Investments
California
$1.03M +$475K +12,272 +88%
MPI
585
Mairs & Power Inc
Minnesota
$1.03M
APW
586
Acima Private Wealth
Virginia
$1.03M
EWF
587
Epstein & White Financial
California
$1.03M -$81.4K -2,104 -7%
BFO
588
Biltmore Family Office
North Carolina
$1.02M
PFG
589
Pacific Financial Group
Washington
$1.02M
11A
590
10-15 Associates
New York
$1.02M -$111K -2,872 -10%
FANJ
591
Financial Architects (New Jersey)
New Jersey
$1.02M +$1,000K +25,836 New
PWS
592
Paragon Wealth Strategies
Florida
$1.01M -$98.8K -2,552 -9%
RWA
593
Ropes Wealth Advisors
Massachusetts
$1.01M -$121K -3,116 -11%
JPG
594
Jordan Park Group
California
$1M +$986K +25,488 New
WCWM
595
Willow Creek Wealth Management
California
$995K -$29.9K -772 -3%
SCA
596
Stonebridge Capital Advisors
Minnesota
$984K -$746K -19,284 -44%
PWMG
597
Prestige Wealth Management Group
New Jersey
$984K -$84.2K -2,176 -8%
CWM
598
CCG Wealth Management
California
$981K
Lido Advisors
599
Lido Advisors
California
$980K +$371K +9,596 +63%
UBV
600
United Bank (Virginia)
Virginia
$967K

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.