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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
WAP
426
Wealthcare Advisory Partners
Pennsylvania
$1.97M -$43.6K -1,236 -2%
GT
427
Glenview Trust
Kentucky
$1.97M +$1.37M +38,800 +182%
CAAS
428
Capital Asset Advisory Services
Michigan
$1.97M -$109K -3,100 -5%
EIP
429
Ellis Investment Partners
Pennsylvania
$1.93M +$2.08M +59,056 New
GIM
430
Goelzer Investment Management
Indiana
$1.93M -$34.1K -968 -2%
FWP
431
FAS Wealth Partners
Kansas
$1.92M +$341K +9,684 +20%
LA
432
Legacy Advisors
Pennsylvania
$1.92M
MM
433
Meridian Management
Arkansas
$1.92M +$987 +28 +0%
LC
434
Landaas & Company
Wisconsin
$1.91M +$233K +6,608 +13%
TFA
435
Transamerica Financial Advisors
Florida
$1.9M +$114K +3,224 +6%
EWMCB
436
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.89M
MPW
437
MA Private Wealth
California
$1.89M +$2.03M +57,668 New
MAM
438
Meeder Asset Management
Ohio
$1.86M -$1.53M -43,352 -43%
FLPIM
439
F.L. Putnam Investment Management
Massachusetts
$1.85M -$3.1K -88 -0.2%
HCM
440
HM Capital Management
Missouri
$1.84M +$11.3K +320 +0.6%
AB
441
Atlas Brown
Kentucky
$1.83M -$19.5K -552 -1%
AI
442
Atria Investments
North Carolina
$1.83M +$821K +23,292 +71%
MCM
443
Manchester Capital Management
Vermont
$1.83M +$69.5K +1,972 +4%
PA
444
Pinnacle Associates
New York
$1.83M -$276K -7,824 -12%
SGA
445
Sustainable Growth Advisers
Connecticut
$1.83M +$1.97M +55,864 New
FDCC
446
Foster Dykema Cabot & Co
Massachusetts
$1.82M
MLL
447
Moody Lynn & Lieberson
Massachusetts
$1.81M +$113K +3,204 +6%
Chevy Chase Trust
448
Chevy Chase Trust
Maryland
$1.76M +$151K +4,296 +9%
NEPWA
449
New England Private Wealth Advisors
Massachusetts
$1.76M -$127K -3,596 -6%
SHJ
450
Sharkey, Howes & Javer
Colorado
$1.76M +$184K +5,208 +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.