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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
BAS
726
Brown Advisory Securities
Maryland
$513K -$213K -5,916 -30%
B
727
Bridgeworth
Alabama
$511K -$7.33K -204 -1%
HAC
728
Harbor Advisory Corp
New Hampshire
$507K
MHS
729
M Holdings Securities
Oregon
$503K -$69.3K -1,928 -13%
PGWM
730
Parisi Gray Wealth Management
New Jersey
$502K -$43K -1,196 -8%
HA
731
Harfst & Associates
Wyoming
$502K -$18.5K -516 -4%
AIM
732
Aspen Investment Management
Michigan
$496K
PFGIA
733
Patriot Financial Group Insurance Agency
Massachusetts
$493K +$12.2K +340 +3%
BA
734
Ballew Advisors
Mississippi
$490K
CBFP
735
Cedar Brook Financial Partners
Ohio
$479K +$80.6K +2,244 +22%
RMAM
736
Raab & Moskowitz Asset Management
New Jersey
$476K
LWAC
737
Laurel Wealth Advisors (California)
California
$472K +$123K +3,428 +38%
RMCM
738
Reynders McVeigh Capital Management
Massachusetts
$467K -$26.4K -736 -6%
HCM
739
Hollencrest Capital Management
California
$467K
MIAS
740
Mason Investment Advisory Services
Virginia
$466K +$443K +12,316 New
FPGK
741
Financial Partners Group (Kansas)
Kansas
$464K +$144 +4 +0%
SG
742
StoneX Group
New York
$463K +$8.91K +248 +2%
KWMG
743
King Wealth Management Group
Florida
$463K +$171K +4,772 +64%
IF
744
IRON Financial
Illinois
$462K +$439K +12,212 New
BWM
745
Baystate Wealth Management
Massachusetts
$459K -$31.2K -868 -7%
TWA
746
TCI Wealth Advisors
Arizona
$459K -$2.01K -56 -0.5%
FCCM
747
First City Capital Management
Georgia
$459K
CCFCSB
748
Cape Cod Five Cents Savings Bank
Massachusetts
$457K
LIA
749
LS Investment Advisors
Michigan
$457K
ACA
750
Aptus Capital Advisors
Alabama
$457K +$434K +12,084 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.