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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
AA
1051
Advisory Alpha
Michigan
$21.3K +$19.8K +552 New
MWM
1052
Mascoma Wealth Management
New Hampshire
$21K
FMTCOCP
1053
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
CA
1054
Crewe Advisors
Utah
$19K
KL
1055
KWMG LLC
Kansas
$19K
PI
1056
PineBridge Investments
New York
$16K
EWM
1057
Elmwood Wealth Management
California
$15K
LDFR
1058
Lehman & Derafelo Financial Resources
Pennsylvania
$13K -$2.3K -64 -16%
NSIM
1059
North Star Investment Management
Illinois
$12K
SMG
1060
Spectrum Management Group
Indiana
$12K +$11.8K +328 New
LPWM
1061
Lake Point Wealth Management
Texas
$11K -$283K -7,872 -96%
CBT
1062
Central Bank & Trust
Kentucky
$11K
FPB
1063
First PREMIER Bank
South Dakota
$10K
MWC
1064
MBM Wealth Consultants
Missouri
$10K
SIS
1065
Sound Income Strategies
Florida
$10K
KFS
1066
Kelly Financial Services
Massachusetts
$8.75K +$8.34K +232 New
AIS
1067
Accurate Investment Solutions
Pennsylvania
$8K +$7.91K +220 New
FEG
1068
Financial Enhancement Group
Indiana
$7K -$2.16K -60 -24%
IC
1069
Inscription Capital
Texas
$7K
SFA
1070
Stewardship Financial Advisors
Georgia
$7K
WB
1071
Webster Bank
Connecticut
$7K
BRC
1072
Bell Rock Capital
Delaware
$5K -$20K -556 -79%
CIM
1073
Contravisory Investment Management
Massachusetts
$5K
FCMT
1074
Founders Capital Management (Texas)
Texas
$5K
TFA
1075
Toth Financial Advisory
Virginia
$5K

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.