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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
LA
451
Lau Associates
Delaware
$1.33M
CFA
452
Carroll Financial Associates
North Carolina
$1.32M +$22.6K +644 +2%
AL
453
Aspiriant LLC
California
$1.31M +$1.01M +28,860 +295%
BAC
454
Boys Arnold & Co
North Carolina
$1.3M -$19.2K -548 -1%
MOS
455
MGO One Seven
Ohio
$1.29M -$59.5K -1,696 -4%
TAM
456
Tocqueville Asset Management
New York
$1.29M +$11.9K +340 +0.9%
JIP
457
Jaffetilchin Investment Partners
Florida
$1.28M -$1.93M -55,196 -59%
FTIOP
458
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.28M -$91K -2,596 -6%
MYIA
459
Mount Yale Investment Advisors
Colorado
$1.28M +$1.32M +37,532 New
BCWM
460
Blue Chip Wealth Management
Florida
$1.27M +$1.31M +37,464 New
LDB
461
Lee, Danner & Bass
Tennessee
$1.27M +$1.31M +37,444 New
SC
462
SouthState Corp
Florida
$1.27M -$286K -8,156 -18%
ASN
463
Advisory Services Network
Georgia
$1.27M +$210K +5,980 +19%
MC
464
Moors & Cabot
Massachusetts
$1.26M +$121K +3,464 +10%
HCM
465
Hudson Capital Management
New Jersey
$1.24M -$211K -6,028 -14%
PWM
466
Patriot Wealth Management
Texas
$1.24M
CFA
467
Cahill Financial Advisors
Minnesota
$1.24M -$9.54K -272 -0.7%
CA
468
Cambridge Advisors
Nebraska
$1.23M
IWA
469
Intercontinental Wealth Advisors
Texas
$1.22M -$446K -12,716 -26%
AAM
470
Autus Asset Management
Arizona
$1.21M -$54.4K -1,552 -4%
CB
471
Chemical Bank
Michigan
$1.21M +$363K +10,348 +41%
BIA
472
BHK Investment Advisors
Alabama
$1.2M +$107K +3,040 +9%
BCP
473
Berkeley Capital Partners
Georgia
$1.2M -$83.7K -2,388 -6%
MC
474
Middleton & Co
Massachusetts
$1.2M -$3.5K -100 -0.3%
KWM
475
Kingsview Wealth Management
Oregon
$1.19M -$134K -3,812 -10%

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.