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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
BFC
876
Bedel Financial Consulting
Indiana
$274K
WAS
877
WESPAC Advisors SoCal
California
$272K +$259K +7,200 New
BHB
878
Bank Hapoalim BM
Israel
$269K -$54.6K -1,520 -18%
BOPW
879
Brandywine Oak Private Wealth
Pennsylvania
$269K +$4.89K +136 +2%
GFPC
880
Global Financial Private Capital
Florida
$268K -$259K -7,216 -50%
EWM
881
Evermay Wealth Management
Virginia
$268K +$255K +7,084 New
UWM
882
USAdvisors Wealth Management
Minnesota
$267K +$33.8K +940 +15%
ACP
883
Ashfield Capital Partners
California
$266K -$1.56M -43,340 -86%
RWMH
884
Riverpoint Wealth Management Holdings
Illinois
$266K -$39K -1,084 -13%
GP
885
Girard Partners
Pennsylvania
$266K
LIM
886
Leavell Investment Management
Alabama
$266K +$252K +7,020 New
SCA
887
Stuart Chaussee & Associates
California
$265K
CWM
888
Circle Wealth Management
New Jersey
$264K
SA
889
Strategic Advisors
New York
$263K -$80.8K -2,248 -24%
BIA
890
Bigelow Investment Advisors
Maine
$262K -$12.2K -340 -5%
CCA
891
Clearwater Capital Advisors
Illinois
$261K -$14.4K -400 -5%
RWP
892
RWA Wealth Partners
Massachusetts
$260K -$54.5K -1,516 -18%
ECM
893
Evergreen Capital Management
Washington
$260K
IIC
894
Ironwood Investment Counsel
Arizona
$256K
TCM
895
Telos Capital Management
California
$254K -$5.03K -140 -2%
VWM
896
Venturi Wealth Management
Texas
$253K -$112K -3,124 -32%
THWM
897
Taylor Hoffman Wealth Management
Virginia
$253K -$3.31K -92 -1%
AFP
898
Ausdal Financial Partners
Iowa
$253K +$240K +6,676 New
ODG
899
O'Dell Group
Ohio
$249K +$287 +8 +0.1%
HH
900
Hilltop Holdings
Texas
$248K -$67.8K -1,888 -22%

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.