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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
AIM
776
Allen Investment Management
New York
$404K
TL
777
TrueWealth LLC
Georgia
$404K +$41.7K +1,160 +12%
FFN
778
Focus Financial Network
Minnesota
$404K +$383K +10,672 New
MPWT
779
MassMutual Private Wealth & Trust
Connecticut
$402K +$53.9K +1,500 +16%
PWAC
780
Private Wealth Advisors (California)
California
$396K
NFG
781
Nations Financial Group
Iowa
$394K -$14.1K -392 -4%
LP
782
LGL Partners
Pennsylvania
$394K +$374K +10,420 New
PO
783
Private Ocean
California
$391K -$47.1K -1,312 -11%
PIP
784
Peachtree Investment Partners
Florida
$390K +$371K +10,316 New
SFP
785
Shepherd Financial Partners
Massachusetts
$388K +$37.4K +1,040 +11%
RFM
786
Royal Fund Management
Florida
$383K -$23K -640 -6%
MPPLM
787
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$382K +$363K +10,104 New
NCM
788
Northwest Capital Management
Oregon
$372K -$2.73K -76 -0.8%
NCM
789
Next Capital Management
New York
$371K +$352K +9,800 New
WAM
790
Weatherly Asset Management
California
$370K -$7.19K -200 -2%
GFS
791
GYL Financial Synergies
Connecticut
$369K -$374K -10,416 -52%
TIP
792
Torray Investment Partners
Maryland
$363K -$2.22M -61,856 -87%
Kovitz Investment Group Partners
793
Kovitz Investment Group Partners
Illinois
$360K +$342K +9,508 New
GP
794
Geneva Partners
Wisconsin
$358K -$43.1K -1,200 -11%
CA
795
Claro Advisors
Massachusetts
$358K -$13.2K -368 -4%
SWM
796
SVA Wealth Management
Wisconsin
$358K
CM
797
Columbus Macro
Pennsylvania
$355K -$106K -2,940 -24%
HFA
798
Huber Financial Advisors
Illinois
$355K +$94.1K +2,620 +39%
ATC
799
Adirondack Trust Company
New York
$351K -$2.59K -72 -0.8%
KCPG
800
Kavar Capital Partners Group
Kansas
$351K +$21.6K +600 +7%

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.