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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
BlackRock
26
BlackRock
New York
$182M -$11.5M -327,356 -6%
US Bancorp
27
US Bancorp
Minnesota
$179M +$7.73M +219,232 +4%
CAM
28
Cresset Asset Management
Illinois
$170M +$183M +5,181,116 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$169M +$44.5M +1,262,996 +32%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$168M -$45.4M -1,287,940 -20%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$151M +$59M +1,673,372 +57%
Axa
32
Axa
France
$142M +$818K +23,200 +0.5%
MB
33
Mizuho Bank
Japan
$134M +$144M +4,080,000 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$131M +$1.33M +37,800 +1%
B
35
Barings
North Carolina
$130M +$7.39M +209,600 +6%
HighTower Advisors
36
HighTower Advisors
Illinois
$126M -$137K -3,880 -0.1%
BDF
37
Balasa Dinverno & Foltz
$124M +$1.49M +42,208 +1%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$123M +$3.68M +104,360 +3%
Stifel Financial
39
Stifel Financial
Missouri
$105M +$6.11M +173,304 +6%
CB
40
Commerce Bank
Missouri
$93.3M -$845K -23,976 -0.8%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$92.7M +$4.85M +137,464 +5%
WPW
42
Waldron Private Wealth
Pennsylvania
$92.5M -$3.89M -110,420 -4%
1SB
43
1ST Source Bank
Indiana
$89M -$7.87M -223,160 -8%
SCA
44
STALEY CAPITAL ADVISERS
Pennsylvania
$87.2M +$3.45M +97,940 +4%
Truist Financial
45
Truist Financial
North Carolina
$85.5M -$820K -23,268 -0.9%
KeyBank National Association
46
KeyBank National Association
Ohio
$81.6M -$12.1M -343,952 -12%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$79.6M +$7.78M +220,784 +10%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$76.5M +$396K +11,220 +0.5%
RFC
49
Regions Financial Corp
Alabama
$75.7M +$938K +26,596 +1%
CAN
50
Cetera Advisor Networks
California
$74.8M +$2.99M +84,848 +4%

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.