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iShares Russell 1000 Growth ETF

948 hedge funds and large institutions have $26B invested in iShares Russell 1000 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 273 increasing their positions, 426 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

12.48% more ownership

Funds ownership: 257.95%270.43% (+12%)

0% less capital invested

Capital invested by funds: $26B → $26B (-$37.3M)

0% less funds holding

Funds holding: 950948 (-2)

3% less funds holding in top 10

Funds holding in top 10: 157153 (-4)

19% less call options, than puts

Call options by funds: $18.1M | Put options by funds: $22.5M

36% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 426

Holders
948
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
21.73%
Holding in Top 10
153
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.55%
% of All Funds
3.51%
New
62
Increased
273
Reduced
426
Closed
50
Calls
$18.1M
Puts
$22.5M
Net Calls
-$4.34M
Net Calls Change
+$65M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
226
Nicolet Bankshares
Wisconsin
$6.74M +$48.2K +1,376 +0.7%
DIA
227
Denver Investment Advisors
Colorado
$6.69M -$168K -4,788 -2%
BB
228
Busey Bank
Illinois
$6.67M +$1.65M +47,132 +32%
SCG
229
Sonata Capital Group
Washington
$6.62M +$150K +4,292 +2%
1IA
230
1834 Investment Advisors
Wisconsin
$6.61M -$364K -10,396 -5%
CAI
231
Capital Advisors Inc
Oklahoma
$6.61M +$60.7K +1,732 +0.9%
CAG
232
Crestwood Advisors Group
Massachusetts
$6.59M -$1.09M -31,124 -14%
BTS
233
BB&T Securities
Virginia
$6.57M -$1.68M -47,940 -20%
Deutsche Bank
234
Deutsche Bank
Germany
$6.49M +$6.69M +190,824 New
HH
235
Hilltop Holdings
Texas
$6.47M -$2.31M -65,968 -26%
PSUF
236
People's United Financial
Connecticut
$6.47M +$1.1M +31,460 +20%
MWAC
237
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.13M -$1.62M -46,292 -20%
CS
238
Comerica Securities
Michigan
$6.11M +$230K +6,564 +4%
CCP
239
Cardan Capital Partners
Colorado
$6.09M +$6.27M +178,880 New
CCWA
240
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.08M -$179K -5,120 -3%
AB
241
Amalgamated Bank
New York
$6.08M +$3.95M +112,760 +171%
NPF
242
Norris Perne & French
Michigan
$5.95M -$629K -17,932 -9%
CWM
243
Cahaba Wealth Management
Georgia
$5.94M -$554K -15,804 -8%
CB
244
Community Bank
New York
$5.93M -$1.26M -35,876 -17%
IWA
245
Independence Wealth Advisors
Virginia
$5.92M -$225K -6,424 -4%
MCWS
246
McKinley Carter Wealth Services
West Virginia
$5.88M -$98.3K -2,804 -2%
Bessemer Group
247
Bessemer Group
New Jersey
$5.84M -$7.82M -223,164 -57%
Polen Capital Management
248
Polen Capital Management
Florida
$5.82M -$8.05M -229,500 -57%
UR
249
USCA RIA
Texas
$5.81M -$917K -26,152 -13%
ABC
250
Associated Banc-Corp
Wisconsin
$5.7M +$1.61M +46,040 +38%

IWF Hedge Fund Activity: Q1 2018 in Review

948 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2018, worth a combined $26B — down 0.14% from $26B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IWF positions and 50 closed out — a net gain of 12 holders — while 273 added to existing stakes and 426 trimmed.

The largest buyer was STALEY CAPITAL ADVISERS, adding an estimated $823M. The largest seller was Wells Fargo, cutting an estimated $80.7M.

  • 948 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2018, down from 950 in Q4 2017.
  • Funds reported $26B of iShares Russell 1000 Growth ETF stock for Q1 2018, down 0.14% quarter-over-quarter.
  • 62 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2018 and 50 closed out, a net change of +12 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2018 was STALEY CAPITAL ADVISERS, an estimated $823M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2018 was Wells Fargo, an estimated $80.7M sold.

Based on aggregated 13F filings for Q1 2018.