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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
IWA
351
Intercontinental Wealth Advisors
Texas
$2.88M +$530K +15,020 +21%
VFA
352
Voya Financial Advisors
Connecticut
$2.86M -$1.15M -32,612 -27%
JWM
353
Jackson Wealth Management
Florida
$2.81M -$580K -16,448 -16%
HFA
354
Hoover Financial Advisors
Pennsylvania
$2.81M +$3.02M +85,740 New
MWM
355
Modera Wealth Management
New Jersey
$2.77M -$197K -5,596 -6%
PWPS
356
Pinnacle Wealth Planning Services
Ohio
$2.73M +$1.61M +45,712 +121%
RWG
357
Regal Wealth Group
California
$2.72M -$63.5K -1,800 -2%
IDA
358
Intelligence Driven Advisers
California
$2.66M +$2.87M +81,300 New
CGA
359
Crescent Grove Advisors
Illinois
$2.65M +$535K +15,184 +23%
WDL
360
Well Done LLC
Michigan
$2.62M +$1M +28,440 +55%
CC
361
Claybrook Capital
Massachusetts
$2.62M +$2.82M +80,084 New
HWA
362
Hillcrest Wealth Advisors
New Jersey
$2.62M +$2.82M +80,000 New
FHA
363
First Horizon Advisors
Tennessee
$2.61M -$353K -10,008 -11%
IWP
364
Icon Wealth Partners
Texas
$2.57M -$462K -13,092 -14%
WHG
365
Westwood Holdings Group
Texas
$2.56M -$322K -9,128 -10%
Federated Hermes
366
Federated Hermes
Pennsylvania
$2.56M +$2.75M +78,124 New
MC
367
Mathes Company
New York
$2.55M
SFS
368
Sowell Financial Services
Arkansas
$2.53M +$2.72M +77,232 New
NG
369
Northstar Group
New York
$2.52M -$82.2K -2,332 -3%
DPI
370
Diversified Portfolios Inc
Michigan
$2.52M -$138K -3,908 -5%
TSS
371
Two Sigma Securities
New York
$2.51M -$7.15M -202,832 -73%
IWM
372
IHT Wealth Management
Illinois
$2.5M +$285K +8,076 +12%
SS
373
Simplicity Solutions
Minnesota
$2.5M +$2.1M +59,660 +356%
BPA
374
Beacon Pointe Advisors
California
$2.5M +$2.69M +76,344 New
NCM
375
Narwhal Capital Management
Georgia
$2.47M +$8.18K +232 +0.3%

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.