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iShares Russell 1000 Growth ETF
IWF

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: 1,058 → 1,080 (+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: 153 → 150 (-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

Top Buyers

Rank Fund Capital Flow
1
SGAM
Stephens Group Asset Management
Arkansas
+$54.3M
2
N
Nuveen
North Carolina
+$46.2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$44.5M
4
BL
Balentine LLC
Georgia
+$42.8M
5
CAM
Cresset Asset Management
Illinois
+$32.9M

Top Sellers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
-$452M
2
Bank of America
Bank of America
North Carolina
-$337M
3
Wells Fargo
Wells Fargo
California
-$148M
4
MB
Mizuho Bank
Japan
-$134M
5
Morgan Stanley
Morgan Stanley
New York
-$93.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
926
Oxbow Advisors
Texas
$222K +$211K +5,860 New
SB
927
Strategic Blueprint
Georgia
$222K +$211K +5,864 New
FWM
928
FFT Wealth Management
Pennsylvania
$222K +$211K +5,880 New
PB
929
Pinnacle Bancorp
Nebraska
$217K +$3.16K +88 +2%
RWM
930
RKL Wealth Management
Pennsylvania
$217K +$207K +5,768 New
KPW
931
Kore Private Wealth
New York
$216K +$12.2K +340 +6%
JIP
932
Jaffetilchin Investment Partners
Florida
$216K +$205K +5,700 New
VST
933
Van Strum & Towne
California
$216K +$205K +5,704 New
LC
934
Lindbrook Capital
California
$215K – – –
FNB
935
Farmers National Bank
Kentucky
$215K +$204K +5,680 New
AAM
936
Aureus Asset Management
Massachusetts
$215K +$204K +5,684 New
DAS
937
Dynamic Advisor Solutions
Arizona
$215K +$204K +5,684 New
TW
938
TrinityPoint Wealth
Connecticut
$213K -$277K -7,704 -58%
FWCM
939
Ferguson Wellman Capital Management
Oregon
$213K +$202K +5,616 New
AIP
940
ARS Investment Partners
New York
$211K +$200K +5,572 New
RWM
941
Rezny Wealth Management
Florida
$209K -$50.5K -1,404 -20%
AFG
942
Albion Financial Group
Utah
$207K +$196K +5,468 New
FMW
943
Farr Miller & Washington
District of Columbia
$207K +$197K +5,480 New
First Manhattan
944
First Manhattan
New York
$205K – – –
JCM
945
Janney Capital Management
Pennsylvania
$205K +$195K +5,416 New
BCM
946
Bourgeon Capital Management
Connecticut
$204K +$194K +5,400 New
HBT
947
Hills Bank & Trust
Iowa
$204K +$194K +5,400 New
DWA
948
Dougherty Wealth Advisers
Minnesota
$201K – – –
CWM
949
Campbell Wealth Management
Virginia
$201K +$191K +5,312 New
CSIC
950
Clifford Swan Investment Counsel
California
$201K +$191K +5,320 New
36 37
38
39 40

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.