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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
CFGS
601
Concourse Financial Group Securities
Alabama
$879K +$45.3K +1,260 +6%
BOS
602
Bingham Osborn & Scarborough
California
$877K +$144 +4 +0%
BFPW
603
BOK Financial Private Wealth
Colorado
$872K -$309K -8,600 -27%
SFA
604
Sequoia Financial Advisors
Ohio
$870K +$122K +3,388 +17%
PP
605
Palladium Partners
Virginia
$869K -$57.5K -1,600 -7%
Fisher Asset Management
606
Fisher Asset Management
Washington
$867K +$20.3K +564 +3%
IFAM
607
Institutional & Family Asset Management
Colorado
$865K -$97K -2,700 -11%
FCFC
608
First Commonwealth Financial Corp
Pennsylvania
$860K +$115K +3,204 +16%
DCM
609
Donaldson Capital Management
Indiana
$857K -$126K -3,508 -13%
VCM
610
Vivaldi Capital Management
Illinois
$854K -$54.5K -1,516 -6%
ACS
611
Archford Capital Strategies
Illinois
$852K -$3.16K -88 -0.4%
CFG
612
Citizens Financial Group
Rhode Island
$841K +$262K +7,296 +49%
SSW
613
Smith Shellnut Wilson
Mississippi
$838K
AMG
614
Asset Management Group
Connecticut
$837K +$2.3K +64 +0.3%
ACM
615
Allred Capital Management
Texas
$835K -$23.9K -664 -3%
SC
616
Schoolcraft Capital
Colorado
$833K +$791K +22,020 New
SCI
617
S&CO Inc
Massachusetts
$832K -$272K -7,580 -26%
PCIA
618
Prime Capital Investment Advisors
Kansas
$832K
GPA
619
Guidance Point Advisors
Massachusetts
$828K -$11.5K -320 -1%
IAA
620
Independent Advisor Alliance
North Carolina
$828K +$542K +15,096 +223%
AIA
621
Avalon Investment & Advisory
Texas
$826K +$784K +21,832 New
BMCM
622
Bryn Mawr Capital Management
Pennsylvania
$819K -$133K -3,704 -15%
HIM
623
Hanlon Investment Management
New Jersey
$811K +$770K +21,424 New
LSAG
624
Lake Street Advisors Group
New Hampshire
$806K +$144 +4 +0%
MFG
625
Magnus Financial Group
New York
$802K +$2.3K +64 +0.3%

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.