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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
FC
751
Financial Consulate
Maryland
$447K -$9.63K -268 -2%
ZIM
752
Zacks Investment Management
Illinois
$444K -$9.81M -272,924 -96%
JC
753
Jentner Corp
Ohio
$444K -$106K -2,940 -20%
SFSG
754
Stearns Financial Services Group
North Carolina
$444K
WA
755
Wealth Architects
California
$441K
WIA
756
World Investment Advisors
California
$440K +$172K +4,780 +70%
FFA
757
First Foundation Advisors
California
$438K -$233K -6,476 -36%
FIM
758
Fernwood Investment Management
Massachusetts
$438K
SHGA
759
Sand Hill Global Advisors
California
$428K +$19.4K +540 +5%
CCM
760
Carlson Capital Management
Minnesota
$427K +$406K +11,288 New
PL
761
Plancorp LLC
Missouri
$426K -$79.9K -2,224 -16%
TCM
762
Twele Capital Management
Minnesota
$426K -$1.29K -36 -0.3%
NIA
763
Northstar Investment Advisors
Colorado
$422K
APP
764
Avantax Planning Partners
Iowa
$421K +$76.8K +2,136 +24%
RI
765
Ridgewood Investments
New Jersey
$420K
PCMC
766
Private Capital Management (Colorado)
Colorado
$417K +$396K +11,012 New
DJSG
767
D.J. St. Germain
Massachusetts
$415K +$149K +4,160 +61%
IC
768
Inverness Counsel
New York
$412K
SS
769
Sunbelt Securities
Texas
$410K -$5.46K -152 -1%
BW
770
Biegel & Waller
Maryland
$410K +$14.4K +400 +4%
BRWA
771
B. Riley Wealth Advisors
Florida
$410K +$96.9K +2,696 +33%
RW
772
REDW Wealth
New Mexico
$408K +$33.3K +928 +9%
CCMG
773
Clark Capital Management Group
Pennsylvania
$407K -$26.4K -736 -6%
LF
774
Lee Financial
Texas
$407K
SBL
775
Sargent Bickham Lagudis
Colorado
$407K +$35.5K +988 +10%

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.