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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
CT
951
Clearstead Trust
Maine
$199K
LWM
952
Liberty Wealth Management
California
$199K
FRA
953
Front Row Advisors
California
$197K
GSWM
954
Golden State Wealth Management
California
$196K +$186K +5,184 New
SWM
955
SeaCrest Wealth Management
New York
$191K -$11.9K -332 -6%
BEAM
956
Baker Ellis Asset Management
Washington
$190K -$36.5K -1,016 -17%
FHB
957
First Hawaiian Bank
Hawaii
$186K +$42.7K +1,188 +32%
NPP
958
New Potomac Partners
Maryland
$182K -$10.1K -280 -6%
JFA
959
JNBA Financial Advisors
Minnesota
$169K
ONST
960
Old North State Trust
North Carolina
$168K
M
961
MOTCO
Texas
$166K +$27.5K +764 +21%
OSNBOA
962
Old Second National Bank of Aurora
Illinois
$164K
CTB
963
Country Trust Bank
Illinois
$163K
JCM
964
Jacobi Capital Management
Pennsylvania
$161K -$33.2K -924 -18%
GEA
965
Glen Eagle Advisors
New Jersey
$158K +$431 +12 +0.3%
EWM
966
Edge Wealth Management
New York
$156K
IP
967
Intellectus Partners
California
$156K +$148K +4,120 New
CICI
968
Capital Investment Counsel Inc
North Carolina
$155K +$147K +4,100 New
PCA
969
Providence Capital Advisors
North Carolina
$152K
PR
970
Payden & Rygel
California
$151K
APC
971
Aspire Private Capital
North Carolina
$150K
POIA
972
Pin Oak Investment Advisors
Texas
$148K -$2.3K -64 -2%
PCP
973
Proficio Capital Partners
Massachusetts
$148K
TA
974
TCG Advisors
Texas
$142K -$10.4M -290,652 -99%
BWM
975
BerganKDV Wealth Management
Minnesota
$140K +$11.2K +312 +9%

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.