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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
AIA
301
Arbor Investment Advisors
North Carolina
$3.9M -$129K -3,660 -3%
HNB
302
Huntington National Bank
Ohio
$3.88M
FUBT
303
First United Bank & Trust
Maryland
$3.87M -$43K -1,220 -1%
BAM
304
Berkshire Asset Management
Pennsylvania
$3.86M +$816K +23,144 +24%
EAM
305
Eukles Asset Management
Ohio
$3.83M +$4.13M +117,012 New
ICMP
306
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.76M +$4.05M +114,892 New
DIA
307
Dana Investment Advisors
Wisconsin
$3.73M +$4.02M +113,928 New
FC
308
Ferris Capital
Massachusetts
$3.68M +$2.68K +76 +0.1%
MAS
309
Managed Account Services
Florida
$3.66M +$464K +13,164 +14%
A
310
AdvicePeriod
California
$3.61M -$168K -4,752 -4%
AB
311
Amalgamated Bank
New York
$3.59M +$1.55M +44,000 +67%
GG
312
GenWealth Group
New Jersey
$3.54M +$91.9K +2,608 +2%
SPIA
313
Strategic Point Investment Advisors
Rhode Island
$3.52M -$113K -3,200 -3%
CCM
314
Coldstream Capital Management
Washington
$3.52M -$208K -5,912 -5%
P
315
Pitcairn
Pennsylvania
$3.51M -$42K -1,192 -1%
CM
316
Castleark Management
Illinois
$3.48M +$966K +27,400 +35%
TI
317
Truepoint Inc
Ohio
$3.42M +$1.98M +56,220 +116%
UR
318
USCA RIA
Texas
$3.42M -$3.69M -104,680 -50%
MBTD
319
Mechanics Bank - Trust Department
California
$3.4M -$69.8K -1,980 -2%
CTC
320
Central Trust Company
Missouri
$3.39M -$46.8K -1,328 -1%
EWA
321
EP Wealth Advisors
California
$3.34M +$2.77M +78,580 +333%
IP
322
Investment Partners
Ohio
$3.31M -$166K -4,720 -4%
WIC
323
Whitegate Investment Counselors
New Hampshire
$3.31M +$141 +4 +0%
MFGP
324
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.3M +$3.55M +100,740 New
RCM
325
RNC Capital Management
California
$3.22M -$178K -5,052 -5%

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.