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iShares Russell 1000 Growth ETF

1,057 hedge funds and large institutions have $26.3B invested in iShares Russell 1000 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 347 increasing their positions, 359 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 88

15.37% more ownership

Funds ownership: 258.9%274.27% (+15%)

7% more funds holding

Funds holding: 9891,057 (+68)

5% more funds holding in top 10

Funds holding in top 10: 146153 (+7)

3% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 359

9% less capital invested

Capital invested by funds: $29B → $26.3B (-$2.71B)

84% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $101M

Holders
1,057
Holders Change
+68
Holders Change %
+6.88%
% of All Funds
23.55%
Holding in Top 10
153
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.79%
% of All Funds
3.41%
New
166
Increased
347
Reduced
359
Closed
88
Calls
$15.9M
Puts
$101M
Net Calls
-$85.3M
Net Calls Change
-$96.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
226
Metropolitan Life Insurance Company (MetLife)
New York
$6.86M -$10.4M -296,000 -59%
BAMG
227
Brand Asset Management Group
Missouri
$6.59M -$82.9K -2,352 -1%
SBH
228
Segall Bryant & Hamill
Illinois
$6.58M -$202K -5,732 -3%
LFG
229
LifePlan Financial Group
Ohio
$6.42M -$86.3K -2,448 -1%
MA
230
MUFG Americas
New York
$6.29M -$406K -11,504 -6%
CSM
231
CAMG Solamere Management
North Carolina
$6.18M +$1.97M +55,788 +42%
OAM
232
Occidental Asset Management
California
$6.11M -$1.19M -33,656 -15%
PSUF
233
People's United Financial
Connecticut
$6.1M -$357K -10,124 -5%
1IA
234
1834 Investment Advisors
Wisconsin
$6.08M -$200K -5,680 -3%
SCA
235
Stillwater Capital Advisors
Pennsylvania
$5.99M +$869K +24,664 +16%
SCG
236
Sonata Capital Group
Washington
$5.9M -$36.2K -1,028 -0.6%
NB
237
Nicolet Bankshares
Wisconsin
$5.88M -$63.5K -1,800 -1%
BFM
238
Boston Financial Management
Massachusetts
$5.82M -$324K -9,184 -5%
NL
239
NWAM LLC
Washington
$5.81M +$49.6K +1,408 +0.8%
SGCA
240
Steel Grove Capital Advisors
Tennessee
$5.79M +$6.24M +176,912 New
PAS
241
Partnervest Advisory Services
California
$5.6M +$2.41M +68,256 +66%
IWA
242
Independence Wealth Advisors
Virginia
$5.54M +$118K +3,352 +2%
IA
243
IFP Advisors
Florida
$5.52M -$9.4M -266,688 -61%
MCWS
244
McKinley Carter Wealth Services
West Virginia
$5.51M -$156K -4,412 -3%
WANY
245
Wealthspire Advisors (New York)
New York
$5.5M +$5.92M +167,976 New
FCA
246
FLC Capital Advisors
California
$5.49M +$5.91M +167,764 New
CC
247
Cassaday & Co
Virginia
$5.47M +$5.3M +150,368 +902%
TAIM
248
TD Ameritrade Investment Management
Nebraska
$5.45M +$4.44M +126,072 +311%
RC
249
Rinet Company
Massachusetts
$5.45M +$133K +3,776 +2%
CCWA
250
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.41M -$195K -5,528 -3%

IWF Hedge Fund Activity: Q4 2018 in Review

1,057 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2018, worth a combined $26.3B — down 9.4% from $29B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new IWF positions and 88 closed out — a net gain of 78 holders — while 347 added to existing stakes and 359 trimmed.

The largest buyer was Bank of America, adding an estimated $663M. The largest seller was Balentine LLC, cutting an estimated $170M.

  • 1,057 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2018, up from 989 in Q3 2018.
  • Funds reported $26.3B of iShares Russell 1000 Growth ETF stock for Q4 2018, down 9.4% quarter-over-quarter.
  • 166 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2018 and 88 closed out, a net change of +78 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2018 was Bank of America, an estimated $663M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2018 was Balentine LLC, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2018.