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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
FDCC
401
Foster Dykema Cabot & Co
Massachusetts
$1.89M
CAAS
402
Capital Asset Advisory Services
Michigan
$1.88M -$140K -4,000 -7%
AIP
403
Ameritas Investment Partners
Nebraska
$1.84M -$128K -3,660 -6%
CGL
404
Clarius Group LLC
Washington
$1.83M
Wellington Management Group
405
Wellington Management Group
Massachusetts
$1.82M -$5.23M -149,264 -74%
WTC
406
WhitTier Trust Company
Nevada
$1.81M
WAP
407
Wealthcare Advisory Partners
Pennsylvania
$1.8M +$1.08M +30,736 +138%
UBS AM
408
UBS AM
Illinois
$1.78M -$43.3K -1,236 -2%
VF
409
Virtu Financial
New York
$1.75M -$50.6K -1,444 -3%
GRP
410
Global Retirement Partners
California
$1.75M +$17.2K +492 +1%
PMFA
411
Plante Moran Financial Advisors
Michigan
$1.75M +$18.8K +536 +1%
AWMG
412
Alliance Wealth Management Group
New Jersey
$1.74M +$659K +18,796 +58%
YWP
413
YorkBridge Wealth Partners
New York
$1.74M +$6.31K +180 +0.4%
BTNA
414
Bremer Trust National Association
Minnesota
$1.73M
MWM
415
Modera Wealth Management
New Jersey
$1.73M +$29.2K +832 +2%
LC
416
Landaas & Company
Wisconsin
$1.72M -$47K -1,340 -3%
EWF
417
Epstein & White Financial
California
$1.72M -$5.8M -165,528 -77%
WDL
418
Well Done LLC
Michigan
$1.71M
FA
419
FCG Advisors
New Jersey
$1.66M -$326K -9,308 -16%
FPTW
420
Franklin, Parlapiano, Turner & Welch
Texas
$1.66M -$299K -8,516 -15%
MGIA
421
Moneta Group Investment Advisors
Missouri
$1.65M +$27.3K +780 +2%
FWP
422
FAS Wealth Partners
Kansas
$1.65M -$1.22M -34,856 -42%
FNT
423
First National Trust
Pennsylvania
$1.63M +$11.4K +324 +0.7%
CWM
424
Confluence Wealth Management
Oregon
$1.63M -$361K -10,284 -18%
ST
425
Smithfield Trust
Pennsylvania
$1.62M +$67.4K +1,924 +4%

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.