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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
BAC
501
Boys Arnold & Co
North Carolina
$1.27M -$1.83K -52 -0.1%
WAM
502
World Asset Management
Michigan
$1.27M +$524K +14,852 +62%
PFA
503
Pettinga Financial Advisors
Indiana
$1.26M +$1.36M +38,660 New
BWA
504
BDO Wealth Advisors
Florida
$1.25M -$142K -4,020 -10%
TCPWM
505
Traverso Chambers Private Wealth Management
California
$1.24M +$1.34M +37,912 New
WAS
506
WESPAC Advisors SoCal
California
$1.24M
AIM
507
Acropolis Investment Management
Missouri
$1.24M -$10.7K -304 -0.8%
CAL
508
Capital Analysts LLC
Pennsylvania
$1.23M +$153K +4,336 +13%
LDB
509
Lee, Danner & Bass
Tennessee
$1.23M -$14.8K -420 -1%
KWM
510
Kingsview Wealth Management
Oregon
$1.22M +$26.9K +764 +2%
ST
511
Smithfield Trust
Pennsylvania
$1.22M
SC
512
SouthState Corp
Florida
$1.22M -$564 -16 -0%
Renaissance Technologies
513
Renaissance Technologies
New York
$1.22M +$1.31M +37,200 New
ADL
514
Asset Dedication LLC
California
$1.21M -$14.2K -404 -1%
IWC
515
Integrated Wealth Concepts
Massachusetts
$1.21M +$627K +17,772 +92%
MC
516
Montag & Caldwell
Georgia
$1.21M +$1.3M +37,000 New
MOS
517
MGO One Seven
Ohio
$1.21M -$76.1K -2,160 -6%
AIS
518
American Investment Services
Massachusetts
$1.21M
AWA
519
Arete Wealth Advisors
Illinois
$1.2M -$453K -12,852 -26%
PWM
520
Patriot Wealth Management
Texas
$1.2M
PWS
521
Paragon Wealth Strategies
Florida
$1.2M +$1.3M +36,888 New
BCWM
522
Blue Chip Wealth Management
Florida
$1.18M -$53K -1,504 -4%
BFM
523
Broadview Financial Management
Wisconsin
$1.17M +$752K +21,332 +149%
NA
524
Navellier & Associates
Nevada
$1.17M +$1.26M +35,620 New
DWT
525
Dorsey & Whitney Trust
South Dakota
$1.16M +$50.1K +1,420 +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.