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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
CIAS
826
Capital Investment Advisory Services
North Carolina
$320K
DBT
827
Dubuque Bank & Trust
Iowa
$320K
CG
828
CFO4Life Group
Texas
$320K +$2.88K +80 +1%
AC
829
Abbrea Capital
California
$319K
BIC
830
Beach Investment Counsel
Pennsylvania
$318K
VAG
831
VisionPoint Advisory Group
Texas
$318K +$302K +8,396 New
MFM
832
Mirsky Financial Management
New York
$317K -$58.8K -1,636 -16%
AIP
833
Ahrens Investment Partners
Louisiana
$316K
SCA
834
Sage Capital Advisors
South Dakota
$315K
MA
835
MCF Advisors
Kentucky
$314K -$22.7K -632 -7%
SFG
836
SNS Financial Group
Minnesota
$313K
WCG
837
Weaver Consulting Group
California
$309K +$285K +7,940 New
RPGK
838
Retirement Planning Group (Kansas)
Kansas
$308K -$15.7K -436 -5%
GHA
839
GW Henssler & Associates
Georgia
$308K
PWM
840
Perigon Wealth Management
California
$308K +$25.4K +708 +10%
OFG
841
Oxford Financial Group
Indiana
$307K +$292K +8,124 New
CW
842
CreativeOne Wealth
Kansas
$305K -$15.8K -440 -5%
AIA
843
Armor Investment Advisors
North Carolina
$305K
IWS
844
Insight Wealth Strategies
California
$305K +$289K +8,056 New
GA
845
Geller Advisors
New York
$303K
HFA
846
High Falls Advisors
New York
$303K
RT
847
Rockland Trust
Massachusetts
$303K
SRC
848
Sage Rhino Capital
California
$303K +$287K +8,000 New
OWM
849
Orgel Wealth Management
Wisconsin
$302K -$172K -4,800 -38%
FCB
850
First Command Bank
Texas
$301K -$15.8K -440 -5%

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.