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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
FFS
276
Founders Financial Securities
Maryland
$4.63M -$4.01M -113,780 -45%
CI
277
Conning Inc
Connecticut
$4.63M +$1.36M +38,716 +38%
NPF
278
Norris Perne & French
Michigan
$4.62M -$66.4K -1,884 -1%
HI
279
Horizon Investments
North Carolina
$4.59M -$4.03M -114,180 -45%
DWM
280
Doyle Wealth Management
Florida
$4.56M +$33.8K +960 +0.7%
RhumbLine Advisers
281
RhumbLine Advisers
Massachusetts
$4.53M +$3.46M +98,036 +243%
PA
282
Parallel Advisors
California
$4.46M +$326K +9,248 +7%
MA
283
Montag & Associates
Georgia
$4.45M +$4.79M +135,988 New
PV
284
Private Vista
Illinois
$4.38M +$804K +22,808 +21%
Capital Fund Management (CFM)
285
Capital Fund Management (CFM)
France
$4.37M -$5.33M -151,200 -53%
Janus Henderson Group
286
Janus Henderson Group
United Kingdom
$4.31M +$3.97M +112,732 +597%
CDIA
287
Capital Directions Investment Advisors
Georgia
$4.3M +$429K +12,156 +10%
HFS
288
HL Financial Services
Kentucky
$4.29M -$510K -14,468 -10%
SLT
289
St Louis Trust
Missouri
$4.24M +$1.83M +51,964 +67%
DW
290
Domani Wealth
Pennsylvania
$4.22M -$85.3K -2,420 -2%
PMG
291
ProVise Management Group
Florida
$4.22M -$49.6K -1,408 -1%
TF
292
Tompkins Financial
New York
$4.22M
EVM
293
Eaton Vance Management
Massachusetts
$4.21M -$234K -6,632 -5%
NF
294
Nikulski Financial
Iowa
$4.17M -$140K -3,968 -3%
RIA
295
Regal Investment Advisors
Michigan
$4.07M -$342K -9,692 -7%
MPM
296
Meritage Portfolio Management
Kansas
$3.95M -$180K -5,120 -4%
PIA
297
Piedmont Investment Advisors
North Carolina
$3.94M +$2.82M +79,916 +198%
ABC
298
Associated Banc-Corp
Wisconsin
$3.93M -$2.3M -65,276 -35%
HB
299
Homrich & Berg
Georgia
$3.93M +$320K +9,088 +8%
Principal Financial Group
300
Principal Financial Group
Iowa
$3.93M +$4.23M +120,064 New

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.