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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
CGL
451
Clarius Group LLC
Washington
$1.74M
MCA
452
Morris Capital Advisors
Pennsylvania
$1.74M +$1.87M +53,104 New
BRWM
453
B. Riley Wealth Management
Tennessee
$1.73M +$952K +26,992 +105%
NNP
454
Nachman Norwood & Parrott
South Carolina
$1.72M +$1.85M +52,428 New
SGAM
455
Smith Group Asset Management
Texas
$1.71M +$1.81M +51,436 New
CCM
456
Cribstone Capital Management
Maine
$1.71M +$1.97K +56 +0.1%
YWP
457
YorkBridge Wealth Partners
New York
$1.7M +$38.2K +1,084 +2%
CFG
458
Cooper Financial Group
California
$1.69M +$1.82M +51,516 New
PMFA
459
Plante Moran Financial Advisors
Michigan
$1.68M -$55.6K -1,576 -3%
BTNA
460
Bremer Trust National Association
Minnesota
$1.67M +$56.4K +1,600 +3%
FNBSF
461
First National Bank Sioux Falls
South Dakota
$1.66M -$10.3K -292 -0.6%
ACP
462
Ashfield Capital Partners
California
$1.65M +$1.78M +50,372 New
FA
463
Financial Advisors
Massachusetts
$1.65M +$1.77M +50,320 New
BBHC
464
Brown Brothers Harriman & Co
New York
$1.62M -$16.4K -464 -0.9%
WTC
465
WhitTier Trust Company
Nevada
$1.61M -$137K -3,888 -7%
SWM
466
Segment Wealth Management
Texas
$1.6M +$43K +1,220 +3%
FPTW
467
Franklin, Parlapiano, Turner & Welch
Texas
$1.57M -$24.5K -696 -1%
SIA
468
Starfire Investment Advisers
Michigan
$1.57M +$273K +7,752 +19%
ICM
469
IMS Capital Management
Oregon
$1.56M +$1.68M +47,568 New
DY
470
Dowling & Yahnke
California
$1.54M +$6.35K +180 +0.4%
CFG
471
CMC Financial Group
Georgia
$1.52M +$1.63M +46,332 New
AWS
472
AJ Wealth Strategies
New York
$1.51M -$51.5K -1,460 -3%
SCA
473
Stonebridge Capital Advisors
Minnesota
$1.5M +$41.5K +1,176 +3%
SIC
474
Sigma Investment Counselors
Michigan
$1.5M -$12.8K -364 -0.8%
SBSB
475
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.5M +$70.5K +2,000 +5%

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.