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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
TFA
1101
Toth Financial Advisory
Virginia
$5K
MWM
1102
Meridian Wealth Management
Kentucky
$4.85K +$235K +6,068 +97%
AIM
1103
Advantage Investment Management
Iowa
$4K +$3.87K +100 New
AIS
1104
Accurate Investment Solutions
Pennsylvania
$3K -$5.42K -140 -64%
IA
1105
IndexIQ Advisors
New York
$2K -$20.1M -518,396 -100%
FA
1106
Fortis Advisors
Pennsylvania
$2K -$111K -2,856 -98%
LWA
1107
Lowe Wealth Advisors
Maryland
$2K
VRM
1108
Vectors Research Management
New York
$2K
RWA
1109
Redhawk Wealth Advisors
Minnesota
$2K +$1.86K +48 New
AssetMark Inc
1110
AssetMark Inc
California
$1K
BRWM
1111
B. Riley Wealth Management
Tennessee
$892 -$258K -6,680 -23%
FCH
1112
Freestone Capital Holdings
Washington
$568
UWM
1113
USAdvisors Wealth Management
Minnesota
$259 -$25.4K -656 -9%
WIM
1114
Westside Investment Management
California
$111 +$110K +2,832 New
PAS
1115
Park Avenue Securities
New York
-$19.6M -512,764 Closed
VOYA Investment Management
1116
VOYA Investment Management
Georgia
-$8.61M -227,652 Closed
DDPIC
1117
Deroy & Devereaux Private Investment Counsel
Michigan
-$8.48M -224,100 Closed
CC
1118
Cypress Capital
Tennessee
-$5.48M -144,916 Closed
FIM
1119
Freedom Investment Management
Connecticut
-$1.25M -32,972 Closed
SSW
1120
Smith Shellnut Wilson
Mississippi
-$838K -22,152 Closed
IAA
1121
Independent Advisor Alliance
North Carolina
-$828K -21,868 Closed
Manulife (Manufacturers Life Insurance)
1122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$728K -19,240 Closed
SC
1123
Sepio Capital
Utah
-$531K -14,028 Closed
MHS
1124
M Holdings Securities
Oregon
-$503K -13,292 Closed
Koshinski Asset Management
1125
Koshinski Asset Management
Illinois
-$379 -10,020 Closed

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.