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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
TVWM
1001
Tower View Wealth Management
Wisconsin
$84K
TC
1002
Truvestments Capital
Florida
$83K +$78.6K +2,188 New
BWP
1003
Baldwin Wealth Partners
Massachusetts
$80K
PCTC
1004
Perkins Coie Trust Company
Washington
$80K
BC
1005
Barnett & Company
Tennessee
$79K
LWANC
1006
Laurel Wealth Advisors (North Carolina)
North Carolina
$79K
TFA
1007
Transamerica Financial Advisors
Florida
$78K -$2.01M -55,900 -96%
WPW
1008
Winthrop Partners - WNY
New York
$76.5K
GSC
1009
G&S Capital
Colorado
$76K
VCM
1010
Versant Capital Management
Arizona
$76K +$4.31K +120 +6%
WWM
1011
Willingdon Wealth Management
North Carolina
$76K +$7.33K +204 +11%
FGAM
1012
Financial Gravity Asset Management
Texas
$73K +$68.6K +1,908 New
PGAM
1013
Princeton Global Asset Management
New Jersey
$73K +$70K +1,948 New
AIM
1014
Anchor Investment Management
South Carolina
$72.3K
WCM
1015
Whitener Capital Management
North Carolina
$72K
AOWM
1016
Alpha Omega Wealth Management
Virginia
$67K
WF
1017
WealthTrust Fairport
Ohio
$67K
OWD
1018
Osborn Williams & Donohoe
Ohio
$66K +$61.2K +1,704 New
GI
1019
Gradient Investments
Minnesota
$64K -$256K -7,124 -81%
TCM
1020
Tradewinds Capital Management
Washington
$61K -$22.3K -620 -28%
BAM
1021
Barrett Asset Management
New York
$61K
IDBONY
1022
Israel Discount Bank of New York
New York
$61K
RIA
1023
RPG Investment Advisory
California
$61K
MAU
1024
MRA Associates USA
Arizona
$59.5K +$3.02K +84 +6%
ClearBridge Investments
1025
ClearBridge Investments
New York
$59K -$29.6M -824,932 -100%

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.