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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
GIP
676
Greatmark Investment Partners
Georgia
$658K -$71.9K -2,000 -10%
RWM
677
Reston Wealth Management
Virginia
$656K -$47K -1,308 -7%
WA
678
Wealthstar Advisors
Texas
$652K +$46K +1,280 +8%
CCM
679
Covington Capital Management
California
$641K
CAM
680
Concorde Asset Management
Michigan
$636K -$171K -4,752 -22%
GT
681
Greenleaf Trust
Michigan
$635K +$56.9K +1,584 +10%
WF
682
Welch & Forbes
Massachusetts
$629K -$37.2K -1,036 -6%
GWS
683
Glassman Wealth Services
Virginia
$629K +$144 +4 +0%
BIA
684
Biondo Investment Advisors
Pennsylvania
$624K +$41K +1,140 +7%
EBT
685
Enterprise Bank & Trust
Massachusetts
$623K +$592K +16,476 New
LW
686
Linscomb Wealth
Texas
$620K -$78.2K -2,176 -12%
MCM
687
Maryland Capital Management
Maryland
$618K +$49.6K +1,380 +9%
ORI
688
Oak Ridge Investments
Illinois
$617K +$147K +4,088 +33%
LC
689
Lourd Capital
California
$608K -$16K -444 -3%
BFS
690
Bradley Foster & Sargent
Connecticut
$600K
CAM
691
Carret Asset Management
New York
$597K -$28.7K -800 -5%
WP
692
WealthSource Partners
California
$594K +$193K +5,372 +52%
VHAM
693
Van Hulzen Asset Management
California
$583K
WP
694
WealthShield Partners
North Carolina
$582K -$9.77K -272 -2%
Lido Advisors
695
Lido Advisors
California
$580K -$17.2K -480 -3%
AP
696
Appleton Partners
Massachusetts
$578K -$2.16K -60 -0.4%
QCM
697
Quadrant Capital Management
New Jersey
$573K +$73.9K +2,056 +16%
AAS
698
Avantax Advisory Services
Texas
$573K +$105K +2,912 +24%
VCM
699
Vigilant Capital Management
Maine
$571K +$93.4K +2,600 +21%
CFS
700
CRA Financial Services
New Jersey
$569K -$452K -12,568 -46%

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.