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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
FNBT
401
FineMark National Bank & Trust
Florida
$2.19M +$14.9K +424 +0.6%
N
402
Natixis
France
$2.18M -$404K -11,452 -15%
CCM
403
Canal Capital Management
Virginia
$2.16M +$9.73K +276 +0.4%
CWM
404
Confluence Wealth Management
Oregon
$2.16M +$731K +20,728 +46%
SFM
405
Signet Financial Management
New Jersey
$2.15M -$125K -3,544 -5%
OIA
406
OneDigital Investment Advisors
Kansas
$2.1M +$10.7K +304 +0.5%
ATC
407
Argent Trust Co
Tennessee
$2.1M +$285K +8,092 +14%
FPS
408
Fieldpoint Private Securities
Connecticut
$2.09M -$107K -3,040 -5%
QIM
409
Quantitative Investment Management
Virginia
$2.08M +$2.24M +63,600 New
WA
410
Wilshire Advisors
California
$2.07M +$108K +3,060 +5%
CTA
411
Chesley Taft & Associates
Illinois
$2.06M +$981K +27,820 +79%
CG
412
Caprock Group
Idaho
$2.05M +$2.4K +68 +0.1%
EAM
413
Evanson Asset Management
California
$2.04M +$9.17K +260 +0.4%
GTAM
414
Global Trust Asset Management
Florida
$2.04M -$1.68M -47,680 -43%
RIL
415
Rothschild Investment LLC
Illinois
$2.03M -$72.6K -2,060 -3%
DT
416
Diversified Trust
Tennessee
$2.03M
PFM
417
Parsec Financial Management
North Carolina
$2.03M +$36.8K +1,044 +2%
RTS
418
Round Table Services
New Jersey
$2.03M -$596K -16,920 -21%
RSWM
419
Robertson Stephens Wealth Management
California
$2.02M +$2.17M +61,636 New
QCM
420
Quest Capital Management
Texas
$2.01M +$2.17M +61,476 New
FNT
421
First National Trust
Pennsylvania
$2.01M +$68.1K +1,932 +3%
Rockefeller Capital Management
422
Rockefeller Capital Management
New York
$2M +$2.16M +61,148 New
CF
423
Corrigan Financial
Rhode Island
$2M -$83.2K -2,360 -4%
SVWA
424
Sound View Wealth Advisors
Georgia
$1.99M +$2.15M +60,856 New
AIP
425
Ameritas Investment Partners
Nebraska
$1.99M -$267K -7,584 -11%

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.