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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
JWBC
601
J.W. Burns & Co
New York
$965K
BO
602
BRR OpCo
Ohio
$962K +$155 +4 +0%
GWM
603
Geneos Wealth Management
Colorado
$959K +$19.2K +496 +2%
BMCM
604
Bryn Mawr Capital Management
Pennsylvania
$956K +$103K +2,660 +12%
CHP
605
Cable Hill Partners
Oregon
$950K
SNT
606
Security National Trust
West Virginia
$944K
CWM
607
Calamos Wealth Management
Illinois
$944K +$190K +4,916 +26%
VCA
608
Verdence Capital Advisors
Maryland
$941K +$625K +16,160 +208%
CCFM
609
Clear Creek Financial Management
Washington
$936K +$921K +23,808 New
DCM
610
Donaldson Capital Management
Indiana
$935K +$42.7K +1,104 +5%
CFGS
611
Concourse Financial Group Securities
Alabama
$928K +$13.8K +356 +2%
RFWA
612
RPg Family Wealth Advisory
Massachusetts
$927K -$378K -9,760 -29%
DWM
613
Destination Wealth Management
California
$926K -$96.9K -2,504 -10%
FBA
614
Front Barnett Associates
Illinois
$925K -$774 -20 -0.1%
CM
615
Castleark Management
Illinois
$917K -$1.66M -42,960 -65%
AC
616
Avestar Capital
New York
$910K -$11.6K -300 -1%
BFPW
617
BOK Financial Private Wealth
Colorado
$909K +$2.48K +64 +0.3%
PP
618
Palladium Partners
Virginia
$903K
IFAM
619
Institutional & Family Asset Management
Colorado
$900K +$464 +12 +0.1%
SFG
620
Summit Financial Group
West Virginia
$896K +$882K +22,780 New
PPCM
621
Pillar Pacific Capital Management
California
$895K +$139K +3,600 +19%
GIA
622
Gladstone Institutional Advisory
Florida
$893K -$45.4K -1,172 -5%
VCM
623
Vivaldi Capital Management
Illinois
$888K +$155 +4 +0%
HWM
624
Highwater Wealth Management
Colorado
$887K -$78.3K -2,024 -8%
AMG
625
Asset Management Group
Connecticut
$873K +$2.32K +60 +0.3%

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.