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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
CWM
1026
Catamount Wealth Management
Connecticut
$59K
SWP
1027
Strategic Wealth Partners
Ohio
$57K +$53.5K +1,488 New
SA
1028
SRH Advisors
Kansas
$54K
CBT
1029
Capital Bank & Trust
California
$51K
MIM
1030
Macroview Investment Management
Maryland
$51K
AA
1031
AlphaMark Advisors
Kentucky
$50K
HI
1032
Hudock Inc
Pennsylvania
$48K +$11.4K +316 +33%
NWM
1033
Northwest Wealth Management
Iowa
$48K +$29.2K +812 +175%
BWL
1034
Bogart Wealth LLC
Virginia
$47K +$6.61K +184 +17%
LHC
1035
Little House Capital
Massachusetts
$43K +$41.4K +1,152 New
MWC
1036
MKD Wealth Coaches
Michigan
$42K
AF
1037
Allworth Financial
California
$41K +$29.2K +812 +290%
RWML
1038
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$40.3K -$287 -8 -0.7%
CFN
1039
Cordasco Financial Network
Florida
$38K
LWA
1040
Lenox Wealth Advisors
New York
$35K -$152K -4,224 -82%
SFC
1041
SYM Financial Corp
Indiana
$35K
CWM
1042
Cranbrook Wealth Management
Michigan
$32K
FIB
1043
First Interstate Bank
Montana
$30K
NSB
1044
Norway Savings Bank
Maine
$30K
1NWS
1045
1 North Wealth Services
Maryland
$27K
MCM
1046
McKinley Capital Management
Alaska
$26K -$23K -640 -48%
DAM
1047
Delta Asset Management
Tennessee
$26K
LGWM
1048
Litman Gregory Wealth Management
California
$26K
CA
1049
Centerpoint Advisors
Massachusetts
$23K
RIA
1050
Realta Investment Advisors
Delaware
$23K +$22K +612 New

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.