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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
CC
1101
Claybrook Capital
Massachusetts
-$2.62M -80,084 Closed
Federated Hermes
1102
Federated Hermes
Pennsylvania
-$2.56M -78,124 Closed
IG
1103
Ithaka Group
Virginia
-$2.39M -72,952 Closed
Westfield Capital Management
1104
Westfield Capital Management
Massachusetts
-$2.33M -71,048 Closed
QIM
1105
Quantitative Investment Management
Virginia
-$2.08M -63,600 Closed
SGA
1106
Sustainable Growth Advisers
Connecticut
-$1.83M -55,864 Closed
MCA
1107
Morris Capital Advisors
Pennsylvania
-$1.74M -53,104 Closed
SGAM
1108
Smith Group Asset Management
Texas
-$1.71M -51,436 Closed
AA
1109
Apriem Advisors
California
-$1.31M -40,000 Closed
VV
1110
Valentine Ventures
Oregon
-$1.27M -38,756 Closed
WAM
1111
World Asset Management
Michigan
-$1.27M -38,668 Closed
Renaissance Technologies
1112
Renaissance Technologies
New York
-$1.22M -37,200 Closed
MC
1113
Montag & Caldwell
Georgia
-$1.21M -37,000 Closed
NA
1114
Navellier & Associates
Nevada
-$1.17M -35,620 Closed
AAM
1115
AMI Asset Management
California
-$1.01M -30,828 Closed
Massachusetts Financial Services
1116
Massachusetts Financial Services
Massachusetts
-$979K -29,912 Closed
JPG
1117
Jordan Park Group
California
-$914K -27,932 Closed
CAI
1118
Capital Advisors Inc
Oklahoma
-$903K -27,600 Closed
PFS
1119
Prospera Financial Services
Texas
-$896K -27,340 Closed
RA
1120
RFG Advisory
Alabama
-$745K -22,764 Closed
JCM
1121
Jag Capital Management
Missouri
-$709K -21,660 Closed
HWA
1122
HCR Wealth Advisors
California
-$622K -18,992 Closed
FA
1123
Forefront Analytics
Pennsylvania
-$554K -16,920 Closed
RIM
1124
Redwood Investment Management
Arizona
-$511K -15,608 Closed
ZIC
1125
ZWJ Investment Counsel
Georgia
-$497K -15,200 Closed

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.