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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
SWMG
126
Sanchez Wealth Management Group
Florida
$23.6M +$1.12M +27,956 +5%
JFGIW
127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23M -$279K -6,956 -1%
UCFA
128
United Capital Financial Advisors
Texas
$23M -$1.85M -46,120 -7%
LNC
129
Lincoln National Corp
Pennsylvania
$22.8M +$1.74M +43,360 +8%
AWP
130
Ascent Wealth Partners
New York
$22.6M -$289K -7,212 -1%
CG
131
Colony Group
Massachusetts
$22.2M -$951K -23,728 -4%
GHCM
132
Glen Harbor Capital Management
California
$22.1M -$2.42M -60,352 -10%
ANTB
133
AMG National Trust Bank
Colorado
$22.1M -$350K -8,736 -2%
BWM
134
Brickley Wealth Management
California
$21.6M -$405K -10,096 -2%
RIS
135
Retirement Income Solutions
Michigan
$21.6M -$4.81K -120 -0%
EIG
136
Ellenbecker Investment Group
Wisconsin
$21.6M -$407K -10,164 -2%
CAM
137
Crestone Asset Management
Colorado
$21.5M -$1.51M -37,672 -7%
OWA
138
One Wealth Advisors
California
$21M +$558K +13,912 +3%
SB
139
Simmons Bank
Arkansas
$20.9M +$138K +3,448 +0.7%
CPA
140
Capital Planning Advisors
California
$20.2M -$532K -13,280 -3%
QI
141
QS Investors
New York
$19.9M -$886K -22,088 -4%
PAS
142
Park Avenue Securities
New York
$19.6M +$19.7M +491,672 New
RWG
143
Regal Wealth Group
California
$19.4M +$16.3M +405,776 +503%
CAL
144
Capital Advisors Ltd
Ohio
$19.3M -$3.69M -91,948 -15%
GC
145
Gratus Capital
Georgia
$18.9M -$72K -1,796 -0.4%
MWP
146
MYCIO Wealth Partners
Pennsylvania
$18.7M +$385K +9,600 +2%
DWM
147
Dakota Wealth Management
Florida
$18.6M +$4.3M +107,356 +30%
EGA
148
E&G Advisors
Texas
$18.4M -$82.1K -2,048 -0.4%
AIA
149
Alera Investment Advisors
Illinois
$18.2M +$1.74M +43,496 +11%
CFA
150
Capstone Financial Advisors
Illinois
$18M +$18.1M +451,284 New

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.