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iShares Russell 1000 Growth ETF

1,110 hedge funds and large institutions have $31.1B invested in iShares Russell 1000 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 313 increasing their positions, 480 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

399% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.43M

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

0.64% more ownership

Funds ownership: 276.25%276.89% (+0.64%)

0% less funds holding

Funds holding: 1,1111,110 (-1)

0% less capital invested

Capital invested by funds: $31.2B → $31.1B (-$48.6M)

2% less funds holding in top 10

Funds holding in top 10: 153150 (-3)

35% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 480

Holders
1,110
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
24.34%
Holding in Top 10
150
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.96%
% of All Funds
3.29%
New
63
Increased
313
Reduced
480
Closed
56
Calls
$22.1M
Puts
$4.43M
Net Calls
+$17.7M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Calton & Associates
Florida
$30.6M +$2.08M +51,920 +7%
TAM
102
Tyers Asset Management
Texas
$30.4M -$3.33M -82,984 -10%
FA
103
FDx Advisors
Illinois
$29.1M -$2.42M -60,428 -8%
PI
104
PHH Investments
Texas
$29M +$1.03M +25,612 +4%
BAAM
105
Baker Avenue Asset Management
California
$28.4M -$155K -3,864 -0.5%
CL
106
CPWM LLC
Washington
$28.3M -$309K -7,704 -1%
CA
107
Cetera Advisors
Colorado
$28M -$5.86M -146,288 -17%
LFWA
108
LBJ Family Wealth Advisors
Texas
$28M -$1.79M -44,656 -6%
Rafferty Asset Management
109
Rafferty Asset Management
New York
$27.2M +$1.43M +35,632 +6%
PA
110
PFW Advisors
Georgia
$27.1M +$11.6M +288,960 New
MCM
111
MAI Capital Management
Ohio
$26.9M -$424K -10,576 -2%
MPM
112
Meritage Portfolio Management
Kansas
$26.9M +$11.8M +294,028 +78%
FAM
113
Flaharty Asset Management
Florida
$25.8M +$3.53K +88 +0%
NFG
114
Nadler Financial Group
Illinois
$25.7M +$176K +4,384 +0.7%
BF
115
BOK Financial
Oklahoma
$25.6M -$779K -19,428 -3%
I
116
IberiaBank
Louisiana
$25.5M -$1.25M -31,056 -5%
FCI
117
Financial Counselors Inc
Kansas
$25.1M -$111K -2,780 -0.4%
AI
118
Accredited Investors
Minnesota
$25M -$132K -3,288 -0.5%
MSL
119
Mackay Shields LLC
New York
$24.9M +$5M +124,636 +25%
MBT
120
Montecito Bank & Trust
California
$24.7M -$1.32M -32,968 -5%
PFPT
121
Pinnacle Financial Partners (Tennessee)
Tennessee
$24.5M -$2.2M -54,896 -8%
JIC
122
Johnson Investment Counsel
Ohio
$24.2M -$152K -3,800 -0.6%
MCM
123
MV Capital Management
Maryland
$24.2M -$123K -3,072 -0.5%
IIC
124
Integrated Investment Consultants
Michigan
$24.1M -$617K -15,388 -2%
HCC
125
Hirtle Callaghan & Co
Pennsylvania
$23.8M -$828K -20,664 -3%

IWF Hedge Fund Activity: Q3 2019 in Review

1,110 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2019, worth a combined $31.1B — down 0.16% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 56 closed out — a net gain of 7 holders — while 313 added to existing stakes and 480 trimmed.

The largest buyer was BlackRock, adding an estimated $124M. The largest seller was Nuveen, cutting an estimated $184M.

  • 1,110 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2019, down from 1,111 in Q2 2019.
  • Funds reported $31.1B of iShares Russell 1000 Growth ETF stock for Q3 2019, down 0.16% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2019 and 56 closed out, a net change of +7 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2019 was BlackRock, an estimated $124M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2019 was Nuveen, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2019.