We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

989 hedge funds and large institutions have $29B invested in iShares Russell 1000 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 317 increasing their positions, 385 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

27% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $42.1M

10% more capital invested

Capital invested by funds: $26.4B → $29B (+$2.56B)

5.74% more ownership

Funds ownership: 253.16%258.9% (+5.7%)

3% more funds holding

Funds holding: 960989 (+29)

1% less funds holding in top 10

Funds holding in top 10: 147146 (-1)

18% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 385

Holders
989
Holders Change
+29
Holders Change %
+3.02%
% of All Funds
22.61%
Holding in Top 10
146
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
3.34%
New
66
Increased
317
Reduced
385
Closed
32
Calls
$53.4M
Puts
$42.1M
Net Calls
+$11.4M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
ETrade Capital Management
Virginia
$246M -$18.4M -486,412 -7%
BlackRock
27
BlackRock
New York
$230M -$23.1M -610,264 -9%
US Bancorp
28
US Bancorp
Minnesota
$205M -$7.81M -206,316 -4%
Axa
29
Axa
France
$169M +$803K +21,200 +0.5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$155M +$3.82M +100,780 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$152M +$10.1M +267,832 +7%
HighTower Advisors
32
HighTower Advisors
Illinois
$150M +$3.01M +79,472 +2%
B
33
Barings
North Carolina
$147M +$26.3M +695,600 +23%
BDF
34
Balasa Dinverno & Foltz
$146M -$4.08M -107,744 -3%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$143M +$9.79M +258,572 +8%
Stifel Financial
36
Stifel Financial
Missouri
$118M -$981K -25,900 -0.8%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$115M -$14.5M -382,004 -11%
1SB
38
1ST Source Bank
Indiana
$115M -$3.85M -101,724 -3%
WPW
39
Waldron Private Wealth
Pennsylvania
$115M +$2.01M +53,176 +2%
CB
40
Commerce Bank
Missouri
$112M -$2.7M -71,336 -2%
KeyBank National Association
41
KeyBank National Association
Ohio
$111M -$178K -4,704 -0.2%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$105M -$1.55M -41,020 -1%
Truist Financial
43
Truist Financial
North Carolina
$103M +$453K +11,956 +0.5%
SCA
44
STALEY CAPITAL ADVISERS
Pennsylvania
$100M -$548K -14,480 -0.6%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$90.7M -$477K -12,592 -0.5%
RFC
46
Regions Financial Corp
Alabama
$89.2M +$4.37M +115,532 +5%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$86.2M +$2.45M +64,796 +3%
CAN
48
Cetera Advisor Networks
California
$85.8M +$29.2M +772,188 +54%
BC
49
Brinker Capital
Pennsylvania
$84.2M +$1.74M +45,904 +2%
MML Investors Services
50
MML Investors Services
Massachusetts
$79.8M +$2.16M +57,172 +3%

IWF Hedge Fund Activity: Q3 2018 in Review

989 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2018, worth a combined $29B — up 9.7% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IWF positions and 32 closed out — a net gain of 34 holders — while 317 added to existing stakes and 385 trimmed.

The largest buyer was Balentine LLC, adding an estimated $277M. The largest seller was TIAA FSB, cutting an estimated $276M.

  • 989 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2018, up from 960 in Q2 2018.
  • Funds reported $29B of iShares Russell 1000 Growth ETF stock for Q3 2018, up 9.7% quarter-over-quarter.
  • 66 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2018 and 32 closed out, a net change of +34 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2018 was Balentine LLC, an estimated $277M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2018 was TIAA FSB, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2018.