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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
MM
976
Main Management
California
$138K -$57.5K -1,600 -30%
IAS
977
IMA Advisory Services
Colorado
$138K -$14.5K -404 -10%
LFG
978
Larson Financial Group
Missouri
$135K +$144 +4 +0.1%
EWM
979
Executive Wealth Management
Michigan
$133K
CFD
980
Creative Financial Designs
Indiana
$125K +$38.5K +1,072 +48%
AIM
981
Axiom Investment Management
New York
$125K +$119K +3,316 New
TCOV
982
Trust Company of Vermont
Vermont
$123K
FFW
983
Fusion Family Wealth
New York
$121K
FWM
984
Focused Wealth Management
New York
$115K -$4.31K -120 -4%
KPCM
985
Kings Point Capital Management
New York
$112K +$13.5K +376 +15%
FA
986
Fortis Advisors
Pennsylvania
$110K
CAM
987
Columbia Asset Management
Michigan
$109K -$19.5K -544 -16%
TCM
988
TD Capital Management
Tennessee
$109K
CB
989
CNB Bank
Pennsylvania
$106K
SBA
990
Secrest Blakey & Associates
North Carolina
$99K +$93.6K +2,604 New
JGIA
991
Jackson Grant Investment Advisers
Connecticut
$97K +$287 +8 +0.3%
CI
992
CX Institutional
Indiana
$95K -$344K -9,564 -79%
CMO
993
Covenant Multifamily Offices
Texas
$95K +$90K +2,504 New
Victory Capital Management
994
Victory Capital Management
Texas
$91K -$5.26M -146,300 -98%
DPA
995
Delphi Private Advisors
California
$91K -$170K -4,720 -66%
DCP
996
DSM Capital Partners
Florida
$90K -$16.3M -453,496 -99%
TC
997
Trust Company
Kansas
$90K
FCA
998
FinTrust Capital Advisors
South Carolina
$90K +$27K +752 +46%
LWM
999
Lenox Wealth Management
Ohio
$85K +$57.5K +1,600 +250%
JHCP
1000
Jackson Hole Capital Partners
Oklahoma
$84K

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.