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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
OCM
376
Oakwood Capital Management
California
$2.46M +$71.6K +2,032 +3%
OCM
377
One Capital Management
California
$2.45M -$44.3K -1,256 -2%
SCM
378
Sterling Capital Management
North Carolina
$2.43M
FMWA
379
Forvis Mazars Wealth Advisors
Missouri
$2.43M +$11.8K +336 +0.5%
GBT
380
Grove Bank & Trust
Florida
$2.42M -$763K -21,656 -23%
IG
381
Ithaka Group
Virginia
$2.39M +$2.57M +72,952 New
RP
382
Rice Partnership
Hawaii
$2.36M -$423 -12 -0%
AA
383
Alesco Advisors
New York
$2.35M +$55.4K +1,572 +2%
TIP
384
Torray Investment Partners
Maryland
$2.34M +$2.52M +71,456 New
STMM
385
South Texas Money Management
Texas
$2.33M +$1.04M +29,384 +70%
AAS
386
Annex Advisory Services
Wisconsin
$2.33M -$15.1K -428 -0.6%
QCG
387
Quadrant Capital Group
Ohio
$2.33M
Westfield Capital Management
388
Westfield Capital Management
Massachusetts
$2.33M +$2.5M +71,048 New
OIA
389
Optimum Investment Advisors
Illinois
$2.32M -$10K -284 -0.4%
MWM
390
Mission Wealth Management
California
$2.31M -$362K -10,256 -13%
CBN
391
Cadence Bank NA
Texas
$2.29M -$30.6K -868 -1%
Jacobs Levy Equity Management
392
Jacobs Levy Equity Management
New Jersey
$2.29M -$1.53M -43,280 -38%
GRP
393
Global Retirement Partners
California
$2.26M +$45.5K +1,292 +2%
AWM
394
AE Wealth Management
Kansas
$2.24M -$8.6K -244 -0.4%
MFW
395
Mosaic Family Wealth
Missouri
$2.23M -$301K -8,536 -11%
MMG
396
Monetary Management Group
Missouri
$2.23M +$106K +3,000 +5%
PGFC
397
Peapack-Gladstone Financial Corp
New Jersey
$2.21M -$63.5K -1,800 -3%
RBFC
398
Roman Butler Fullerton & Co
Missouri
$2.2M +$2.28M +64,652 New
WPSG
399
Wealth & Pension Services Group
Georgia
$2.19M -$1.84M -52,176 -44%
MAFM
400
Mid Atlantic Financial Management
Pennsylvania
$2.19M +$2.36M +67,060 New

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.