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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
Cerity Partners
701
Cerity Partners
New York
$565K -$17.7K -492 -3%
SCP
702
Syntal Capital Partners
Texas
$564K
WS
703
Wedbush Securities
California
$563K -$22K -612 -4%
CCP
704
Corient Capital Partners
California
$558K +$301K +8,372 +132%
MWA
705
Meridian Wealth Advisors
Texas
$555K -$524K -14,580 -50%
LCM
706
Logan Capital Management
Pennsylvania
$551K -$7.22M -201,036 -93%
WP
707
WMS Partners
Maryland
$548K -$164K -4,576 -24%
TIM
708
Tortoise Investment Management
New York
$547K
SXL
709
Summit X LLC
Missouri
$547K +$144 +4 +0%
FCH
710
Freestone Capital Holdings
Washington
$546K -$4.21M -117,180 -89%
CPA
711
Clear Perspective Advisors
Illinois
$546K -$39.1K -1,088 -7%
MSA
712
Marino Stram & Associates
Massachusetts
$546K +$26.9K +748 +5%
STA
713
Summit Trail Advisors
New York
$545K +$517K +14,392 New
FHA
714
Flagship Harbor Advisors
Massachusetts
$539K +$33.2K +924 +7%
GC
715
Grimes & Company
Massachusetts
$533K +$34.2K +952 +7%
WC
716
Whitnell & Co
Illinois
$532K +$45K +1,252 +10%
SC
717
Sepio Capital
Utah
$531K +$504K +14,028 New
ACI
718
Alpha Cubed Investments
California
$529K +$121K +3,372 +32%
BSA
719
Braun Stacey Associates
New York
$528K +$95.6K +2,660 +24%
RM
720
Resource Management
Louisiana
$526K +$49.9K +1,388 +11%
HC
721
Hourglass Capital
Texas
$523K -$43.1K -1,200 -8%
CAM
722
Congress Asset Management
Massachusetts
$521K -$35.6M -992,088 -99%
LPT
723
Legacy Private Trust
Wisconsin
$520K -$178K -4,960 -27%
GC
724
Gilbert & Cook
Iowa
$517K -$56.9K -1,584 -10%
CPIG
725
Chicago Partners Investment Group
Illinois
$515K +$1.29K +36 +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.