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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
Bank of America
1
Bank of America
North Carolina
$5.34B -$337M -9,381,956 -6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.25B -$48.4M -1,346,144 -2%
Goldman Sachs
3
Goldman Sachs
New York
$1.48B -$6.86M -190,916 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$1.3B -$93.8M -2,611,188 -7%
UBS Group
5
UBS Group
Switzerland
$989M -$53.7M -1,494,240 -5%
Wells Fargo
6
Wells Fargo
California
$880M -$148M -4,119,884 -15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$696M -$92.6M -2,576,392 -12%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$637M -$7.49M -208,312 -1%
M&T Bank
9
M&T Bank
New York
$629M -$26M -724,120 -4%
RJA
10
Raymond James & Associates
Florida
$518M -$90M -2,504,944 -15%
SB
11
Suntrust Banks
Georgia
$464M -$14.5M -404,276 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$460M +$44.5M +1,237,896 +11%
Northern Trust
13
Northern Trust
Illinois
$441M +$4.2M +117,020 +1%
SF
14
Synovus Financial
Georgia
$419M -$3.51M -97,712 -0.9%
BL
15
Balentine LLC
Georgia
$411M +$42.8M +1,192,464 +12%
N
16
Nuveen
North Carolina
$402M +$46.2M +1,286,004 +14%
LPL Financial
17
LPL Financial
California
$380M -$15.6M -434,120 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$360M +$4.74M +131,920 +1%
CM
19
Churchill Management
California
$335M +$7.53M +209,604 +2%
Citigroup
20
Citigroup
New York
$327M +$23M +640,804 +8%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$308M +$2.89M +80,324 +1%
TF
22
TIAA FSB
Florida
$236M -$452M -12,592,204 -67%
CAM
23
Cresset Asset Management
Illinois
$231M +$32.9M +916,268 +18%
ECM
24
ETrade Capital Management
Virginia
$220M -$11M -306,800 -5%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$211M +$15.3M +425,024 +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.