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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
HFM
901
Hartford Financial Management
Connecticut
$248K
RFA
902
Reilly Financial Advisors
California
$247K -$2.73K -76 -1%
WSCM
903
Wellington Shields Capital Management
New York
$247K
HCM
904
Hilton Capital Management
New York
$245K -$233K -6,480 Closed
HPC
905
Hobart Private Capital
North Carolina
$245K +$233K +6,472 New
AIM
906
Arcadia Investment Management
Michigan
$244K +$38.8K +1,080 +20%
LWM
907
Lyell Wealth Management
California
$241K
PWW
908
Pettyjohn Wood & White
Virginia
$240K
FMII
909
Farmers & Merchants Investments Inc
Nebraska
$239K -$5.03K -140 -2%
VLC
910
Van Leeuwen & Company
New Jersey
$238K
MWM
911
Meridian Wealth Management
Kentucky
$237K -$219K -6,096 -49%
HPWM
912
Highland Private Wealth Management
Washington
$237K
Wealth Enhancement Advisory Services
913
Wealth Enhancement Advisory Services
Minnesota
$237K
SC
914
Stratford Consulting
Texas
$236K
ESB
915
Essex Savings Bank
Connecticut
$235K
GFP
916
Gryphon Financial Partners
Ohio
$234K
PCMK
917
Paragon Capital Management (Kansas)
Kansas
$233K -$134K -3,720 -38%
BFEC
918
Benjamin F. Edwards & Company
Missouri
$231K -$144 -4 -0.1%
W
919
Wealthquest
Ohio
$229K -$40.2K -1,120 -16%
SL
920
Salomon & Ludwin
Virginia
$228K
BIM
921
Bridgecreek Investment Management
Oklahoma
$227K +$216K +6,000 New
LIA
922
LBMC Investment Advisors
Tennessee
$227K +$216K +6,004 New
BWA
923
Burt Wealth Advisors
Maryland
$225K -$1.29K -36 -0.6%
SHCM
924
Stokes & Hubbell Capital Management
Louisiana
$224K +$212K +5,908 New
CI
925
Cambiar Investors
Colorado
$222K -$45.4K -1,264 -18%

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.