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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
TFO
501
Tarbox Family Office
California
$1.05M -$11.6K -332 -1%
MIH
502
Madison Investment Holdings
Wisconsin
$1.04M
TAIM
503
TD Ameritrade Investment Management
Nebraska
$1.03M +$127K +3,636 +14%
PFS
504
Prospera Financial Services
Texas
$1.01M +$439K +12,512 +73%
CNBT
505
Canandaigua National Bank & Trust
New York
$1.01M +$76.7K +2,188 +8%
AWM
506
Altium Wealth Management
New York
$1.01M +$140 +4 +0%
BMC
507
Beaton Management Company
Massachusetts
$997K -$14K -400 -1%
APSP
508
Asset Planning Services (Pennsylvania)
Pennsylvania
$993K -$128K -3,660 -11%
CIA
509
Choate Investment Advisors
Massachusetts
$986K
CA
510
Clearstead Advisors
Ohio
$981K
DWT
511
Dorsey & Whitney Trust
South Dakota
$975K
GA
512
Geller Advisors
New York
$973K +$1M +28,600 New
JWBC
513
J.W. Burns & Co
New York
$972K -$44.2K -1,260 -4%
WA
514
WealthTrust-Arizona
Arizona
$968K -$182K -5,192 -15%
FWIA
515
Fort Washington Investment Advisors
Ohio
$966K
SHWM
516
Smith & Howard Wealth Management
Georgia
$963K +$12.2K +348 +1%
NAM
517
NTV Asset Management
West Virginia
$962K -$210K -6,000 -17%
CHC
518
City Holding Co
West Virginia
$954K +$154K +4,380 +19%
RWA
519
Ropes Wealth Advisors
Massachusetts
$948K +$130K +3,708 +15%
GLA
520
Good Life Advisors
Pennsylvania
$947K -$254K -7,256 -20%
RIM
521
Redwood Investment Management
Arizona
$939K +$270K +7,712 +39%
DWM
522
Destination Wealth Management
California
$937K +$725K +20,668 +101%
BAM
523
Belpointe Asset Management
Nevada
$932K -$2.53M -72,192 -72%
AWA
524
Arete Wealth Advisors
Illinois
$932K -$211K -6,028 -18%
UBV
525
United Bank (Virginia)
Virginia
$930K

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.