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iShares Russell 1000 Growth ETF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153147 (-6)

17.27% less ownership

Funds ownership: 270.43%253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WPSG
276
Wealth & Pension Services Group
Georgia
$4.41M +$4.33M +122,736 New
CDIA
277
Capital Directions Investment Advisors
Georgia
$4.34M -$141K -4,000 -3%
OC
278
Oppenheimer & Co
New York
$4.3M +$80.6K +2,284 +2%
CI
279
Conning Inc
Connecticut
$4.29M +$1.45M +41,172 +53%
SIA
280
Starfire Investment Advisers
Michigan
$4.28M
MBTD
281
Mechanics Bank - Trust Department
California
$4.22M -$956K -27,096 -19%
WI
282
WrapManager Inc
California
$4.08M -$168K -4,764 -4%
SAM
283
Sentinel Asset Management
Vermont
$4.08M -$195K -5,536 -5%
SPIA
284
Strategic Point Investment Advisors
Rhode Island
$4.07M -$24.1K -684 -0.6%
CCM
285
Coldstream Capital Management
Washington
$4.07M +$208K +5,892 +5%
Jacobs Levy Equity Management
286
Jacobs Levy Equity Management
New Jersey
$4.07M +$3.99M +113,120 New
FC
287
Ferris Capital
Massachusetts
$4.05M
PAS
288
Partnervest Advisory Services
California
$4.05M +$40.8K +1,156 +1%
SFS
289
Sowell Financial Services
Arkansas
$3.98M +$33K +936 +0.9%
PV
290
Private Vista
Illinois
$3.98M -$21.6K -612 -0.5%
IG
291
ING Group
Netherlands
$3.97M
JWM
292
Jackson Wealth Management
Florida
$3.92M -$723K -20,492 -17%
HB
293
Homrich & Berg
Georgia
$3.91M -$63.7K -1,804 -2%
A
294
AdvicePeriod
California
$3.91M +$762K +21,580 +25%
P
295
Pitcairn
Pennsylvania
$3.9M -$27.8K -788 -0.7%
RCM
296
RNC Capital Management
California
$3.89M +$9.88K +280 +0.3%
ONB
297
Old National Bancorp
Indiana
$3.86M -$61.4K -1,740 -2%
HCA
298
Harbour Capital Advisors
Virginia
$3.85M -$349K -9,880 -8%
FIMS
299
FBL Investment Management Services
Iowa
$3.81M
RPG
300
Risk Paradigm Group
Texas
$3.79M +$215K +6,080 +6%

IWF Hedge Fund Activity: Q2 2018 in Review

960 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2018, worth a combined $26.4B — up 1.8% from $26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWF positions and 40 closed out — a net gain of 20 holders — while 293 added to existing stakes and 380 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $207M. The largest seller was STALEY CAPITAL ADVISERS, cutting an estimated $828M.

  • 960 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2018, up from 948 in Q1 2018.
  • Funds reported $26.4B of iShares Russell 1000 Growth ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 60 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2018 and 40 closed out, a net change of +20 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $207M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2018 was STALEY CAPITAL ADVISERS, an estimated $828M sold.

Based on aggregated 13F filings for Q2 2018.