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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
CG
376
Caprock Group
Idaho
$2.13M +$72.5K +2,068 +3%
PWPCM
377
Perella Weinberg Partners Capital Management
New York
$2.13M +$1.42M +40,468 +183%
FPGK
378
Financial Partners Group (Kansas)
Kansas
$2.11M -$10.8K -308 -0.5%
MM
379
Meridian Management
Arkansas
$2.03M -$37.2K -1,060 -2%
RWP
380
RWA Wealth Partners
Massachusetts
$2.03M +$132K +3,764 +7%
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$2.03M -$156K -4,440 -7%
FHA
382
First Horizon Advisors
Tennessee
$2.01M -$43.2K -1,232 -2%
SG Americas Securities
383
SG Americas Securities
New York
$2.01M -$18M -514,872 -90%
LA
384
Legacy Advisors
Pennsylvania
$2.01M -$345K -9,848 -14%
TFA
385
Transamerica Financial Advisors
Florida
$1.98M -$786K -22,428 -28%
NEPWA
386
New England Private Wealth Advisors
Massachusetts
$1.98M -$75K -2,140 -4%
Two Sigma Investments
387
Two Sigma Investments
New York
$1.97M -$6.74M -192,400 -77%
OCM
388
Oakwood Capital Management
California
$1.97M +$158K +4,516 +8%
EWMCB
389
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.96M
RhumbLine Advisers
390
RhumbLine Advisers
Massachusetts
$1.96M -$13.9M -396,932 -87%
MAM
391
Meeder Asset Management
Ohio
$1.95M -$1.02M -29,024 -34%
FLPIM
392
F.L. Putnam Investment Management
Massachusetts
$1.93M -$65.5K -1,868 -3%
FNBSF
393
First National Bank Sioux Falls
South Dakota
$1.93M -$14K -400 -0.7%
CS
394
Credit Suisse
Switzerland
$1.92M -$11.4M -325,220 -85%
AB
395
Atlas Brown
Kentucky
$1.91M -$174K -4,976 -8%
CCM
396
Cribstone Capital Management
Maine
$1.91M -$1.23M -35,176 -39%
MCM
397
Manchester Capital Management
Vermont
$1.91M -$59.6K -1,700 -3%
MLL
398
Moody Lynn & Lieberson
Massachusetts
$1.9M -$94.6K -2,700 -5%
BOTW
399
Bank of the West
California
$1.9M +$1.6M +45,692 +450%
HCM
400
HM Capital Management
Missouri
$1.9M

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.