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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
JWA
476
JFS Wealth Advisors
Pennsylvania
$1.19M +$140 +4 +0%
KIA
477
KCM Investment Advisors
California
$1.18M -$36.2K -1,032 -3%
PS
478
Portfolio Strategies
New York
$1.17M -$27.6K -788 -2%
SMFS
479
Squar Milner Financial Services
California
$1.17M +$33.4K +952 +3%
RW
480
Rand Wealth
Maryland
$1.16M
CS
481
Cannell & Spears
New York
$1.16M
DCM
482
Dimension Capital Management
Florida
$1.15M +$847K +24,160 +250%
GG
483
Gofen & Glossberg
Illinois
$1.15M
SBSB
484
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.15M -$27.1K -772 -2%
BFPW
485
BOK Financial Private Wealth
Colorado
$1.15M
RVPG
486
Relative Value Partners Group
$1.14M +$1.18M +33,632 New
CCT
487
Capital City Trust
Florida
$1.14M
SSB
488
Sandy Spring Bank
Maryland
$1.13M +$142K +4,064 +14%
CTA
489
Chesley Taft & Associates
Illinois
$1.12M -$44.2K -1,260 -4%
AWM
490
AE Wealth Management
Kansas
$1.12M +$366K +10,448 +46%
FAIM
491
Financial Advocates Investment Management
Washington
$1.09M -$28.9K -824 -3%
Fiera Capital (Canada)
492
Fiera Capital (Canada)
Quebec, Canada
$1.09M +$157K +4,484 +16%
BF
493
Blankinship & Foster
California
$1.08M +$2.24K +64 +0.2%
FANJ
494
Financial Architects (New Jersey)
New Jersey
$1.08M
PAM
495
Palisade Asset Management
Minnesota
$1.06M -$6.31K -180 -0.6%
CT
496
Coastline Trust
Rhode Island
$1.06M -$36.5K -1,040 -3%
CNC
497
Citizens & Northern Corp
Pennsylvania
$1.06M +$1.09M +31,060 New
ACI
498
Alpha Cubed Investments
California
$1.05M +$72.8K +2,076 +7%
CAC
499
Certified Advisory Corp
Florida
$1.05M +$5.89K +168 +0.5%
Barclays
500
Barclays
United Kingdom
$1.05M +$224K +6,400 +26%

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.