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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
PMG
276
ProVise Management Group
Florida
$4.55M -$158K -4,500 -3%
CSM
277
CAMG Solamere Management
North Carolina
$4.53M
VFA
278
Valeo Financial Advisors
Indiana
$4.47M -$120K -3,416 -3%
RIA
279
Regal Investment Advisors
Michigan
$4.46M +$959K +27,348 +26%
SCA
280
Stillwater Capital Advisors
Pennsylvania
$4.45M +$287K +8,180 +7%
TF
281
Tompkins Financial
New York
$4.38M -$146K -4,152 -3%
PA
282
Parallel Advisors
California
$4.38M
AW
283
ACG Wealth
Georgia
$4.32M -$82.4K -2,352 -2%
SSW
284
Smith Shellnut Wilson
Mississippi
$4.32M
PG
285
Patten Group
Tennessee
$4.3M -$64.8K -1,848 -1%
LP
286
LGL Partners
Pennsylvania
$4.25M -$450K -12,832 -9%
CDIA
287
Capital Directions Investment Advisors
Georgia
$4.25M -$53.3K -1,520 -1%
JWM
288
Jackson Wealth Management
Florida
$4.21M -$746K -21,272 -15%
NF
289
Nikulski Financial
Iowa
$4.19M +$489K +13,960 +13%
SAM
290
Sentinel Asset Management
Vermont
$4.05M -$8.83M -251,920 -68%
SIA
291
Starfire Investment Advisers
Michigan
$4.05M +$3.95M +112,600 +1,781%
NEI
292
Northwest & Ethical Investments
Ontario, Canada
$4.04M +$4.16M +118,600 New
WI
293
WrapManager Inc
California
$4.02M -$6.76M -192,700 -62%
OC
294
Oppenheimer & Co
New York
$3.99M +$30.8K +880 +0.8%
HCA
295
Harbour Capital Advisors
Virginia
$3.96M -$656K -18,700 -14%
SPIA
296
Strategic Point Investment Advisors
Rhode Island
$3.88M -$5M -142,520 -56%
FC
297
Ferris Capital
Massachusetts
$3.83M -$1.83M -52,328 -32%
PAS
298
Partnervest Advisory Services
California
$3.79M -$4.35K -124 -0.1%
PV
299
Private Vista
Illinois
$3.79M +$3.9M +111,380 New
HB
300
Homrich & Berg
Georgia
$3.77M +$10.8K +308 +0.3%

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.