We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153147 (-6)

17.27% less ownership

Funds ownership: 270.43%253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DY
426
Dowling & Yahnke
California
$1.53M -$22.3K -632 -1%
BWA
427
BDO Wealth Advisors
Florida
$1.53M -$17.9K -508 -1%
SCI
428
S&CO Inc
Massachusetts
$1.52M +$1.24M +35,048 +476%
Barclays
429
Barclays
United Kingdom
$1.52M +$406K +11,508 +37%
PWPS
430
Pinnacle Wealth Planning Services
Ohio
$1.5M -$21K -596 -1%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$1.5M -$19.2K -544 -1%
HCM
432
Howland Capital Management
Massachusetts
$1.48M +$59.3K +1,680 +4%
MGIA
433
Moneta Group Investment Advisors
Missouri
$1.48M -$264K -7,468 -15%
AWA
434
Arete Wealth Advisors
Illinois
$1.47M +$478K +13,532 +49%
AA
435
Apriem Advisors
California
$1.46M +$1.43M +40,568 New
EWF
436
Epstein & White Financial
California
$1.45M -$357K -10,128 -20%
IB
437
Intrust Bank
Kansas
$1.45M
RCM
438
Radnor Capital Management
Pennsylvania
$1.44M -$56.5K -1,600 -4%
LA
439
Lau Associates
Delaware
$1.41M
BAC
440
Boys Arnold & Co
North Carolina
$1.41M +$50.5K +1,432 +4%
ACS
441
Archford Capital Strategies
Illinois
$1.4M +$1.37M +38,928 New
BIA
442
BHK Investment Advisors
Alabama
$1.39M +$114K +3,228 +9%
AIM
443
Acropolis Investment Management
Missouri
$1.38M -$39.3K -1,112 -3%
LDB
444
Lee, Danner & Bass
Tennessee
$1.36M +$14.3K +404 +1%
AIS
445
American Investment Services
Massachusetts
$1.35M -$138K -3,896 -9%
CFA
446
Carroll Financial Associates
North Carolina
$1.35M -$48.6K -1,376 -4%
BCWM
447
Blue Chip Wealth Management
Florida
$1.35M
TAM
448
Trust Asset Management
Texas
$1.34M +$1.32M +37,360 New
SC
449
SouthState Corp
Florida
$1.34M -$1.69K -48 -0.1%
CFA
450
Cahill Financial Advisors
Minnesota
$1.33M +$20.3K +576 +2%

IWF Hedge Fund Activity: Q2 2018 in Review

960 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2018, worth a combined $26.4B — up 1.8% from $26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWF positions and 40 closed out — a net gain of 20 holders — while 293 added to existing stakes and 380 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $207M. The largest seller was STALEY CAPITAL ADVISERS, cutting an estimated $828M.

  • 960 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2018, up from 948 in Q1 2018.
  • Funds reported $26.4B of iShares Russell 1000 Growth ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 60 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2018 and 40 closed out, a net change of +20 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $207M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2018 was STALEY CAPITAL ADVISERS, an estimated $828M sold.

Based on aggregated 13F filings for Q2 2018.