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iShares Russell 1000 Growth ETF

1,111 hedge funds and large institutions have $31.2B invested in iShares Russell 1000 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 359 increasing their positions, 435 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 41

9.45% more ownership

Funds ownership: 266.8%276.25% (+9.4%)

9% more capital invested

Capital invested by funds: $28.5B → $31.2B (+$2.66B)

3% more funds holding

Funds holding: 1,0791,111 (+32)

2% more funds holding in top 10

Funds holding in top 10: 150153 (+3)

17% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 435

19% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $26.5M

Holders
1,111
Holders Change
+32
Holders Change %
+2.97%
% of All Funds
24.13%
Holding in Top 10
153
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2%
% of All Funds
3.32%
New
83
Increased
359
Reduced
435
Closed
41
Calls
$21.4M
Puts
$26.5M
Net Calls
-$5.06M
Net Calls Change
-$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1051
BerganKDV Wealth Management
Minnesota
$56K -$89K -2,300 -62%
SA
1052
SRH Advisors
Kansas
$56K
MIM
1053
Macroview Investment Management
Maryland
$53K
HI
1054
Hudock Inc
Pennsylvania
$50K +$155 +4 +0.3%
JPLA
1055
Joseph P. Lucia & Associates
New York
$49K -$7.49M -193,560 -99%
GI
1056
Gradient Investments
Minnesota
$49K -$17K -440 -26%
ONST
1057
Old North State Trust
North Carolina
$48K -$126K -3,244 -73%
RIA
1058
RPG Investment Advisory
California
$48K -$15.5K -400 -25%
AAP
1059
Arax Advisory Partners
Colorado
$47K +$46.3K +1,196 New
HPC
1060
HM Payson & Co
Maine
$46K +$44.9K +1,160 New
MWM
1061
Merriman Wealth Management
Washington
$44.1K +$2M +51,600 +87%
MWC
1062
MKD Wealth Coaches
Michigan
$44K
SP
1063
Stairway Partners
Illinois
$41.8K +$1.86M +48,148 +5%
QCIG
1064
Quad-Cities Investment Group
Iowa
$40K +$39K +1,008 New
CFN
1065
Cordasco Financial Network
Florida
$39K
SFC
1066
SYM Financial Corp
Indiana
$37K
CWM
1067
Cranbrook Wealth Management
Michigan
$33K
TM
1068
Titan Managers
Arizona
$33K +$32.4K +836 New
AA
1069
AlphaMark Advisors
Kentucky
$31K -$20.6K -532 -40%
FIB
1070
First Interstate Bank
Montana
$31K
NSB
1071
Norway Savings Bank
Maine
$31K
DAM
1072
Delta Asset Management
Tennessee
$28K
BWL
1073
Bogart Wealth LLC
Virginia
$27K -$22.4K -580 -46%
LGWM
1074
Litman Gregory Wealth Management
California
$27K
LWA
1075
Lenox Wealth Advisors
New York
$24K -$12.1K -312 -34%

IWF Hedge Fund Activity: Q2 2019 in Review

1,111 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2019, worth a combined $31.2B — up 9.3% from $28.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IWF positions and 41 closed out — a net gain of 42 holders — while 359 added to existing stakes and 435 trimmed.

The largest buyer was TIAA FSB, adding an estimated $425M. The largest seller was Suntrust Banks, cutting an estimated $133M.

  • 1,111 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2019, up from 1,079 in Q1 2019.
  • Funds reported $31.2B of iShares Russell 1000 Growth ETF stock for Q2 2019, up 9.3% quarter-over-quarter.
  • 83 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2019 and 41 closed out, a net change of +42 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $425M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2019 was Suntrust Banks, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2019.