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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
PPP
476
Private Portfolio Partners
New Jersey
$1.48M +$1.6M +45,248 New
PA
477
Paracle Advisors
Washington
$1.48M +$20.3K +576 +1%
Franklin Resources
478
Franklin Resources
California
$1.47M
VWA
479
V Wealth Advisors
Kansas
$1.47M -$69.9K -1,984 -4%
FA
480
FCG Advisors
New Jersey
$1.47M -$32K -908 -2%
KTC
481
Kistler-Tiffany Companies
Pennsylvania
$1.44M +$564 +16 +0%
CS
482
Credit Suisse
Switzerland
$1.43M -$56.6M -1,606,468 -97%
BIA
483
BHK Investment Advisors
Alabama
$1.43M +$162K +4,608 +12%
MGIA
484
Moneta Group Investment Advisors
Missouri
$1.4M +$39.2K +1,112 +3%
HW
485
Hancock Whitney
Mississippi
$1.4M +$1.51M +42,772 New
EWA
486
ERTS Wealth Advisors
Michigan
$1.38M +$1.48M +42,096 New
SHWM
487
Smith & Howard Wealth Management
Georgia
$1.37M +$392K +11,124 +36%
GWA
488
Guidant Wealth Advisors
Illinois
$1.36M +$1.46M +41,500 New
AC
489
Avestar Capital
New York
$1.35M +$1.33M +37,720 +1,001%
HCM
490
Howland Capital Management
Massachusetts
$1.35M
LNWWM
491
Laird Norton Wetherby Wealth Management
California
$1.34M -$65.9K -1,868 -4%
IB
492
Intrust Bank
Kansas
$1.31M
CFA
493
Carroll Financial Associates
North Carolina
$1.31M +$88.8K +2,520 +7%
AA
494
Apriem Advisors
California
$1.31M -$20K -568 -1%
FI
495
Financial Insights
Washington
$1.31M +$1.3M +36,740 New
CT
496
Coastline Trust
Rhode Island
$1.31M +$65.6K +1,860 +5%
KP
497
Keel Point
Alabama
$1.29M +$924K +26,208 +200%
LA
498
Lau Associates
Delaware
$1.28M
CFA
499
Cahill Financial Advisors
Minnesota
$1.28M +$44.7K +1,268 +3%
VV
500
Valentine Ventures
Oregon
$1.27M +$1.37M +38,756 New

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.