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iShares Russell 1000 Growth ETF

1,110 hedge funds and large institutions have $31.1B invested in iShares Russell 1000 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 313 increasing their positions, 480 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

399% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.43M

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

0.64% more ownership

Funds ownership: 276.25%276.89% (+0.64%)

0% less funds holding

Funds holding: 1,1111,110 (-1)

0% less capital invested

Capital invested by funds: $31.2B → $31.1B (-$48.6M)

2% less funds holding in top 10

Funds holding in top 10: 153150 (-3)

35% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 480

Holders
1,110
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
24.34%
Holding in Top 10
150
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.96%
% of All Funds
3.29%
New
63
Increased
313
Reduced
480
Closed
56
Calls
$22.1M
Puts
$4.43M
Net Calls
+$17.7M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
SVA Wealth Management
Wisconsin
$289K
GFP
902
Gryphon Financial Partners
Ohio
$289K +$42K +1,048 +17%
WTB
903
Washington Trust Bank
Washington
$288K
LWMT
904
Legacy Wealth Management (Tennessee)
Tennessee
$288K +$42.7K +1,064 +17%
WAM
905
Weatherly Asset Management
California
$286K -$95.7K -2,388 -25%
WP
906
WealthSource Partners
California
$285K -$153K -3,812 -35%
BOS
907
Bank of Stockton
California
$285K -$64.1K -1,600 -18%
CFGS
908
Concourse Financial Group Securities
Alabama
$284K -$661K -16,480 -70%
BOPW
909
Brandywine Oak Private Wealth
Pennsylvania
$284K
EWM
910
Evermay Wealth Management
Virginia
$283K
BFA
911
Bragg Financial Advisors
North Carolina
$282K +$283K +7,060 New
CWM
912
Circle Wealth Management
New Jersey
$280K
RWMH
913
Riverpoint Wealth Management Holdings
Illinois
$280K
RIA
914
Realta Investment Advisors
Delaware
$280K +$113K +2,820 +67%
SCA
915
Stuart Chaussee & Associates
California
$279K
ML
916
McAdam LLC
Pennsylvania
$279K +$280K +6,980 New
SA
917
Strategic Advisors
New York
$278K
ECM
918
Evergreen Capital Management
Washington
$274K
FAM
919
Formidable Asset Management
Ohio
$271K -$16.5K -412 -6%
IIC
920
Ironwood Investment Counsel
Arizona
$270K
MIA
921
MainStreet Investment Advisors
Illinois
$270K
THWM
922
Taylor Hoffman Wealth Management
Virginia
$267K
BHB
923
Bank Hapoalim BM
Israel
$266K
HWA
924
HCR Wealth Advisors
California
$266K +$266K +6,624 New
BII
925
Bainco International Investors
Massachusetts
$263K

IWF Hedge Fund Activity: Q3 2019 in Review

1,110 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2019, worth a combined $31.1B — down 0.16% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 56 closed out — a net gain of 7 holders — while 313 added to existing stakes and 480 trimmed.

The largest buyer was BlackRock, adding an estimated $124M. The largest seller was Nuveen, cutting an estimated $184M.

  • 1,110 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2019, down from 1,111 in Q2 2019.
  • Funds reported $31.1B of iShares Russell 1000 Growth ETF stock for Q3 2019, down 0.16% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2019 and 56 closed out, a net change of +7 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2019 was BlackRock, an estimated $124M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2019 was Nuveen, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2019.