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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
BBPWM
626
Blue Bell Private Wealth Management
Pennsylvania
$796K -$56.1K -1,560 -7%
SMFS
627
Squar Milner Financial Services
California
$795K
WPA
628
West Paces Advisors
Georgia
$792K -$36.1K -1,004 -5%
TNB
629
Thomasville National Bank
Georgia
$790K +$157K +4,368 +26%
WCM
630
WealthBridge Capital Management
Ohio
$787K -$28.6K -796 -4%
BC
631
Burney Company
Virginia
$784K +$55.3K +1,540 +8%
SRC
632
Shufro Rose & Co
New York
$776K
SSWM
633
Smith Salley Wealth Management
North Carolina
$774K +$406K +11,300 +123%
SWA
634
Sutton Wealth Advisors
Florida
$772K
BCM
635
Brookmont Capital Management
Texas
$767K +$719 +20 +0.1%
LRIA
636
Leonard Rickey Investment Advisors
Washington
$761K -$19.4K -540 -3%
PA
637
Planning Alternatives
Michigan
$759K -$12.6K -352 -2%
RP
638
Rice Partnership
Hawaii
$758K -$1.88M -52,184 -72%
GT
639
Glenview Trust
Kentucky
$758K -$1.44M -40,136 -67%
FFC
640
First Financial Corp
Indiana
$757K
KCM
641
Kanawha Capital Management
Virginia
$756K -$3.59K -100 -0.5%
CNC
642
Citizens & Northern Corp
Pennsylvania
$752K -$224K -6,240 -24%
TAM
643
Tocqueville Asset Management
New York
$747K -$1.44K -40 -0.2%
CT
644
Cambridge Trust
Massachusetts
$747K +$230K +6,400 +48%
BMM
645
Buffington Mohr McNeal
Idaho
$740K -$111K -3,084 -14%
FWIA
646
Fort Washington Investment Advisors
Ohio
$737K -$119K -3,320 -15%
FPFS
647
First Personal Financial Services
North Carolina
$736K +$110K +3,060 +19%
JIC
648
Joel Isaacson & Co
New York
$733K -$96.4K -2,684 -12%
VNA
649
Valley National Advisers
Pennsylvania
$731K
Manulife (Manufacturers Life Insurance)
650
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$728K +$691K +19,240 New

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.