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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
SIC
426
Sigma Investment Counselors
Michigan
$1.61M -$117K -3,332 -7%
Franklin Resources
427
Franklin Resources
California
$1.6M -$63.8K -1,820 -4%
SWM
428
Segment Wealth Management
Texas
$1.59M -$159K -4,544 -9%
ST
429
Sageworth Trust
Pennsylvania
$1.55M
BAS
430
Brown Advisory Securities
Maryland
$1.54M -$13.9K -396 -0.9%
KTC
431
Kistler-Tiffany Companies
Pennsylvania
$1.54M -$225K -6,420 -12%
Millennium Management
432
Millennium Management
New York
$1.52M +$1.3M +37,216 +504%
Chevy Chase Trust
433
Chevy Chase Trust
Maryland
$1.52M
FSA
434
Financial Sense Advisors
California
$1.5M +$87.5K +2,496 +6%
VWA
435
V Wealth Advisors
Kansas
$1.48M -$104K -2,968 -6%
DY
436
Dowling & Yahnke
California
$1.47M +$4.77K +136 +0.3%
GIM
437
Goelzer Investment Management
Indiana
$1.47M +$630K +17,960 +71%
BWA
438
BDO Wealth Advisors
Florida
$1.47M +$37.9K +1,080 +3%
CWS
439
Cypress Wealth Services
California
$1.46M +$31.5K +900 +2%
PWPS
440
Pinnacle Wealth Planning Services
Ohio
$1.44M -$977K -27,868 -40%
MWM
441
Merriman Wealth Management
Washington
$1.44M +$50.3K +1,436 +4%
LNWWM
442
Laird Norton Wetherby Wealth Management
California
$1.43M +$25.2K +720 +2%
PA
443
Paracle Advisors
Washington
$1.43M -$9.81K -280 -0.7%
RCM
444
Radnor Capital Management
Pennsylvania
$1.42M -$193K -5,500 -12%
AIS
445
American Investment Services
Massachusetts
$1.41M -$58.9K -1,680 -4%
SCA
446
Stonebridge Capital Advisors
Minnesota
$1.39M +$38.6K +1,100 +3%
IB
447
Intrust Bank
Kansas
$1.37M
Allianz Asset Management
448
Allianz Asset Management
Germany
$1.36M -$841K -24,000 -38%
AIM
449
Acropolis Investment Management
Missouri
$1.35M -$25K -712 -2%
HCM
450
Howland Capital Management
Massachusetts
$1.34M -$77.8K -2,220 -5%

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.