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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
PCG
201
Private Capital Group
Connecticut
$8.83M -$366K -10,192 -4%
KFP
202
KMG Fiduciary Partners
Ohio
$8.66M -$2.13M -59,268 -21%
VOYA Investment Management
203
VOYA Investment Management
Georgia
$8.61M -$11.5M -319,560 -58%
HS
204
Horan Securities
United States
$8.53M -$179K -4,984 -2%
DDPIC
205
Deroy & Devereaux Private Investment Counsel
Michigan
$8.48M -$1.65M -46,000 -17%
CFGF
206
Compass Financial Group (Florida)
Florida
$8.43M -$109K -3,024 -1%
RBC
207
Roble Belko & Company
Pennsylvania
$8.39M +$50.3K +1,400 +0.6%
WAG
208
Winthrop Advisory Group
Massachusetts
$8.35M -$200K -5,560 -2%
SWMG
209
Strategic Wealth Management Group
Maryland
$8.29M +$217K +6,048 +3%
WAM
210
Wealthspire Advisors (Maryland)
Maryland
$8.22M -$609K -16,940 -7%
UB
211
UMB Bank
Missouri
$8.14M -$164K -4,552 -2%
FAAS
212
First Allied Advisory Services
California
$8.03M -$776K -21,588 -9%
FFS
213
Founders Financial Securities
Maryland
$7.87M +$2.38M +66,352 +47%
HI
214
Horizon Investments
North Carolina
$7.82M +$2.37M +66,080 +47%
JFG
215
JMG Financial Group
Illinois
$7.64M -$744K -20,700 -9%
BAMG
216
Brand Asset Management Group
Missouri
$7.56M -$50.9K -1,416 -0.7%
PSUF
217
People's United Financial
Connecticut
$7.46M +$378K +10,524 +6%
OAM
218
Occidental Asset Management
California
$7.41M +$332K +9,244 +5%
CSM
219
CAMG Solamere Management
North Carolina
$7.39M +$230K +6,396 +3%
MA
220
MUFG Americas
New York
$7.38M +$97.7K +2,720 +1%
WA
221
Waverly Advisors
Alabama
$7.3M -$1.03M -28,792 -13%
LFG
222
LifePlan Financial Group
Ohio
$7.23M -$185K -5,144 -3%
Citadel Advisors
223
Citadel Advisors
Florida
$7.12M +$6.76M +188,252 New
BC
224
Brio Consultants
California
$7M -$1.41M -39,320 -18%
SBH
225
Segall Bryant & Hamill
Illinois
$6.98M -$588K -16,364 -8%

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.