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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
IA
76
Independence Advisors
Pennsylvania
$41.6M +$1.84M +51,164 +5%
Comerica Bank
77
Comerica Bank
Texas
$41.4M -$4.39M -122,076 -10%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$41.4M +$308K +8,572 +0.8%
GW
79
GW & Wade
Massachusetts
$40.9M +$658K +18,320 +2%
AG
80
Advisor Group
Arizona
$40.5M +$4.28M +119,060 +13%
PFBT
81
Parkside Financial Bank & Trust
Missouri
$39.6M +$1.05M +29,304 +3%
SPIA
82
Steward Partners Investment Advisory
New York
$39.3M -$209K -5,808 -0.6%
SP
83
Stairway Partners
Illinois
$38.4M +$66K +1,836 +0.2%
JA
84
JOYN Advisors
Georgia
$38.2M -$1.54M -42,828 -4%
IC
85
Intersect Capital
California
$36.9M -$121K -3,364 -0.3%
BA
86
Boston Advisors
Massachusetts
$35.5M -$765K -21,296 -2%
FBFS
87
First Business Financial Services
Wisconsin
$35.2M -$23.1M -644,132 -41%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$32.7M -$469K -13,064 -1%
FA
89
FDx Advisors
Illinois
$32.3M -$11.8M -327,992 -28%
CA
90
Cetera Advisors
Colorado
$31.9M +$506K +14,068 +2%
MAM
91
Marquette Asset Management
Minnesota
$31.1M -$645K -17,956 -2%
Mariner
92
Mariner
Kansas
$29.6M -$511K -14,220 -2%
LFWA
93
LBJ Family Wealth Advisors
Texas
$28.2M +$12.1K +336 +0%
PWAG
94
Polaris Wealth Advisory Group
California
$27.4M -$2.46M -68,520 -9%
PI
95
PHH Investments
Texas
$27M +$2.92M +81,148 +13%
CL
96
CPWM LLC
Washington
$26.8M +$63.4K +1,764 +0.2%
SEI Investments
97
SEI Investments
Pennsylvania
$26.6M -$4.59M -127,668 -15%
CA
98
Calton & Associates
Florida
$26.4M +$1.24M +34,636 +5%
PFPT
99
Pinnacle Financial Partners (Tennessee)
Tennessee
$26.1M -$601K -16,728 -2%
MCM
100
MAI Capital Management
Ohio
$25.8M -$268K -7,448 -1%

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.