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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
MSL
126
Mackay Shields LLC
New York
$20.5M -$4.02M -111,776 -17%
MIAN
127
Mariner Independent Advisor Network
Kansas
$19.7M -$4.51M -125,584 -20%
IA
128
IndexIQ Advisors
New York
$19.6M -$1.16M -32,196 -6%
PAS
129
Park Avenue Securities
New York
$19.6M +$18.4M +512,764 New
SB
130
Simmons Bank
Arkansas
$19.5M -$261K -7,264 -1%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$19.5M -$445K -12,372 -2%
SFS
132
Strategic Financial Services
New York
$19.5M -$18.9M -527,324 -51%
CPA
133
Capital Planning Advisors
California
$19.4M +$148K +4,128 +0.8%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$18.8M +$4.27M +118,772 +31%
OWA
135
One Wealth Advisors
California
$18.4M -$1.16M -32,160 -6%
GC
136
Gratus Capital
Georgia
$17.9M -$70.1K -1,952 -0.4%
MWP
137
MYCIO Wealth Partners
Pennsylvania
$17.8M -$420K -11,688 -2%
EGA
138
E&G Advisors
Texas
$17.6M -$501K -13,936 -3%
BCA
139
Berman Capital Advisors
Georgia
$17.5M -$2.48M -68,904 -13%
CFA
140
Capstone Financial Advisors
Illinois
$17.3M
AF
141
Advisornet Financial
Minnesota
$16.8M -$3.26M -90,628 -17%
FB
142
Fulton Bank
Pennsylvania
$16.6M -$2.02M -56,204 -11%
BSW
143
Buckingham Strategic Wealth
Missouri
$16.5M +$4.3M +119,560 +38%
Rafferty Asset Management
144
Rafferty Asset Management
New York
$16.1M +$15.3M +426,696 New
NA
145
Nottingham Advisors
New York
$16.1M +$3.83M +106,616 +35%
UWPG
146
Ullmann Wealth Partners Group
Florida
$16M +$34.9K +972 +0.2%
FCA
147
FLC Capital Advisors
California
$16M +$9.12M +253,772 +151%
EWM
148
Evercore Wealth Management
New York
$15.5M +$3.56M +98,988 +32%
SWP
149
Stratos Wealth Partners
Ohio
$15.1M -$2.22M -61,728 -13%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$14.7M +$6.42M +178,800 +85%

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.