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iShares Russell 1000 Growth ETF

949 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, 427 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: 257.96%270.43% (+12%)

0% less capital invested

Capital invested by funds: $26B → $26B (-$37.4M)

0% less funds holding

Funds holding: 951949 (-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: 427

Holders
949
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
21.75%
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
427
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
WHG
326
Westwood Holdings Group
Texas
$3.2M -$664K -18,928 -17%
DMC
327
Drexel Morgan & Co
Pennsylvania
$3.13M -$617K -17,600 -16%
TWM
328
Titus Wealth Management
California
$3.09M +$140K +3,996 +5%
RWG
329
Regal Wealth Group
California
$3.03M -$6.73K -192 -0.2%
PWM
330
Paulson Wealth Management
Illinois
$3M +$2.49M +71,116 +414%
HCIA
331
Hochman Cole Investment Advisors
Illinois
$2.99M -$79.5K -2,268 -3%
HTC
332
Haverford Trust Company
Pennsylvania
$2.98M +$710K +20,252 +30%
A
333
AdvicePeriod
California
$2.97M +$399K +11,372 +15%
MAS
334
Managed Account Services
Florida
$2.96M -$229K -6,536 -7%
OCG
335
Opus Capital Group
Ohio
$2.96M -$188K -5,356 -6%
RTS
336
Round Table Services
New Jersey
$2.95M +$8.13K +232 +0.3%
DPI
337
Diversified Portfolios Inc
Michigan
$2.83M -$181K -5,160 -6%
SLT
338
St Louis Trust
Missouri
$2.77M -$348K -9,916 -11%
MFW
339
Mosaic Family Wealth
Missouri
$2.71M -$193K -5,512 -6%
NCM
340
Narwhal Capital Management
Georgia
$2.69M -$168K -4,800 -6%
CM
341
Castleark Management
Illinois
$2.68M
Two Sigma Advisers
342
Two Sigma Advisers
New York
$2.68M -$22.3M -635,200 -89%
OIA
343
Optimum Investment Advisors
Illinois
$2.68M -$191K -5,444 -6%
SEI Investments
344
SEI Investments
Pennsylvania
$2.66M -$439K -12,520 -14%
CI
345
Conning Inc
Connecticut
$2.66M -$591K -16,864 -18%
MC
346
Mathes Company
New York
$2.62M
SCM
347
Sterling Capital Management
North Carolina
$2.58M +$11.1K +316 +0.4%
NG
348
Northstar Group
New York
$2.55M -$229K -6,520 -8%
EAM
349
Evanson Asset Management
California
$2.54M +$4.63K +132 +0.2%
MWM
350
Mission Wealth Management
California
$2.54M -$208K -5,932 -7%

IWF Hedge Fund Activity: Q1 2018 in Review

949 of the 4,364 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 427 trimmed.

The largest buyer was STALEY CAPITAL ADVISERS, adding an estimated $823M. The largest seller was Wells Fargo, cutting an estimated $80.7M.

  • 949 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2018, down from 951 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.