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iShares Russell 1000 Growth ETF

948 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, 426 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: 257.95%270.43% (+12%)

0% less capital invested

Capital invested by funds: $26B → $26B (-$37.3M)

0% less funds holding

Funds holding: 950948 (-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: 426

Holders
948
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
21.73%
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
426
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
BlackRock
26
BlackRock
New York
$197M -$21.3M -607,232 -9%
US Bancorp
27
US Bancorp
Minnesota
$194M -$5.61M -160,168 -3%
TCIM
28
TIAA CREF Investment Management
New York
$178M +$7.01M +200,000 +4%
Axa
29
Axa
France
$158M +$3.25M +92,800 +2%
BDF
30
Balasa Dinverno & Foltz
$134M -$6.89M -196,684 -5%
Ameriprise
31
Ameriprise
Minnesota
$132M -$32.7M -933,912 -19%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$128M +$1.38M +39,256 +1%
HighTower Advisors
33
HighTower Advisors
Illinois
$128M -$1.52M -43,456 -1%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$120M +$9.13M +260,560 +8%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$116M -$4.87M -138,840 -4%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$115M -$8.97M -255,832 -7%
TA
37
Teachers Advisors
New York
$111M +$49.5M +1,413,300 +77%
CB
38
Commerce Bank
Missouri
$107M -$2.38M -67,884 -2%
1SB
39
1ST Source Bank
Indiana
$104M -$2.47M -70,576 -2%
Stifel Financial
40
Stifel Financial
Missouri
$100M -$27.5M -783,148 -21%
B
41
Barings
North Carolina
$98.5M +$1.68M +48,000 +2%
SAM
42
Silvercrest Asset Management
New York
$98.2M -$475K -13,540 -0.5%
WPW
43
Waldron Private Wealth
Pennsylvania
$95.7M -$6.28M -179,048 -6%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$95.5M -$3.69M -105,348 -4%
KeyBank National Association
45
KeyBank National Association
Ohio
$94.1M +$8.33M +237,688 +9%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$91.6M +$8.72M +248,632 +10%
Truist Financial
47
Truist Financial
North Carolina
$89.4M -$1.24M -35,240 -1%
SCA
48
STALEY CAPITAL ADVISERS
Pennsylvania
$88.6M +$823M +23,468,480 +913%
MML Investors Services
49
MML Investors Services
Massachusetts
$79.4M +$12M +343,232 +17%
SI
50
Stephens Inc
Arkansas
$78.5M +$2.43M +69,400 +3%

IWF Hedge Fund Activity: Q1 2018 in Review

948 of the 4,363 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 426 trimmed.

The largest buyer was STALEY CAPITAL ADVISERS, adding an estimated $823M. The largest seller was Wells Fargo, cutting an estimated $80.7M.

  • 948 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2018, down from 950 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.