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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
AAS
351
Annex Advisory Services
Wisconsin
$2.53M -$203K -5,780 -7%
PFA
352
Pathway Financial Advisors
Vermont
$2.52M
SFM
353
Signet Financial Management
New Jersey
$2.45M -$162K -4,632 -6%
FMWA
354
Forvis Mazars Wealth Advisors
Missouri
$2.44M +$1.07M +30,568 +75%
QCG
355
Quadrant Capital Group
Ohio
$2.42M -$189K -5,400 -7%
AA
356
Alesco Advisors
New York
$2.39M -$45.6K -1,300 -2%
FNBT
357
FineMark National Bank & Trust
Florida
$2.38M -$84.8K -2,420 -3%
RIL
358
Rothschild Investment LLC
Illinois
$2.36M +$151K +4,320 +7%
AI
359
Atria Investments
North Carolina
$2.35M -$1.52M -43,228 -38%
FPS
360
Fieldpoint Private Securities
Connecticut
$2.32M -$4.91K -140 -0.2%
CBN
361
Cadence Bank NA
Texas
$2.31M -$104K -2,980 -4%
DBRC
362
D.B. Root & Company
Pennsylvania
$2.3M -$165K -4,696 -6%
PA
363
Pinnacle Associates
New York
$2.3M +$16.4K +468 +0.7%
CF
364
Corrigan Financial
Rhode Island
$2.28M -$34.5K -984 -1%
CGA
365
Crescent Grove Advisors
Illinois
$2.27M -$95.5K -2,724 -4%
NFG
366
Noven Financial Group
Colorado
$2.26M +$110K +3,144 +5%
CCM
367
Canal Capital Management
Virginia
$2.23M +$5.05K +144 +0.2%
MMG
368
Monetary Management Group
Missouri
$2.23M -$217K -6,200 -9%
DT
369
Diversified Trust
Tennessee
$2.2M
IWM
370
IHT Wealth Management
Illinois
$2.19M -$787K -22,460 -25%
RP
371
Rice Partnership
Hawaii
$2.18M +$193K +5,504 +9%
OIA
372
OneDigital Investment Advisors
Kansas
$2.18M -$1.28M -36,424 -36%
PFM
373
Parsec Financial Management
North Carolina
$2.16M +$37.9K +1,080 +2%
WA
374
Wilshire Advisors
California
$2.15M -$1.33M -37,872 -37%
PGFC
375
Peapack-Gladstone Financial Corp
New Jersey
$2.15M -$10.1K -288 -0.5%

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.