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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
AT
251
Arden Trust
Delaware
$5.36M -$1.33M -37,624 -19%
CS
252
Comerica Securities
Michigan
$5.31M +$33.7K +956 +0.6%
DLHL
253
Donald L. Hagan LLC
Florida
$5.25M -$1.1M -31,280 -16%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$5.22M +$3.16M +89,520 +128%
BP
255
Ballentine Partners
Massachusetts
$5.21M -$220K -6,236 -4%
CB
256
Community Bank
New York
$5.2M +$9.73K +276 +0.2%
VFA
257
Valeo Financial Advisors
Indiana
$5.12M -$58.7K -1,664 -1%
BI
258
Ballast Inc
Kentucky
$5.08M +$213K +6,036 +4%
CWM
259
Cahaba Wealth Management
Georgia
$5.08M -$230K -6,532 -4%
WLIM
260
White Lighthouse Investment Management
Massachusetts
$5.04M -$41.9K -1,188 -0.8%
JFA
261
Johanson Financial Advisors
California
$5.04M -$17.1K -484 -0.3%
CRC
262
Curi RMB Capital
Illinois
$5M -$451K -12,788 -8%
OA
263
Opes Advisors
California
$4.99M -$90.2K -2,560 -2%
JF
264
JSF Financial
California
$4.92M +$5.29M +150,188 New
CCM
265
Colorado Capital Management
Colorado
$4.91M -$563K -15,968 -10%
TG
266
TCW Group
California
$4.89M +$5.27M +149,496 New
Bessemer Group
267
Bessemer Group
New Jersey
$4.87M -$275K -7,788 -5%
Victory Capital Management
268
Victory Capital Management
Texas
$4.87M +$5.1M +144,792 +3,709%
WTB
269
Washington Trust Bank
Washington
$4.78M +$4.8M +136,208 +1,366%
SFG
270
Sage Financial Group
Pennsylvania
$4.77M -$24.7K -700 -0.5%
AW
271
ACG Wealth
Georgia
$4.77M +$940K +26,664 +22%
CC
272
Cypress Capital
Tennessee
$4.74M +$5.11M +144,916 New
BB
273
Busey Bank
Illinois
$4.73M -$152K -4,300 -3%
BNP Paribas Financial Markets
274
BNP Paribas Financial Markets
France
$4.68M -$32.1M -909,300 -86%
HFP
275
Holistic Financial Partners
Indiana
$4.66M +$544K +15,432 +12%

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.