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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
WCWM
526
Willow Creek Wealth Management
California
$930K +$958K +27,340 New
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$929K -$564K -16,080 -36%
BOS
528
Bingham Osborn & Scarborough
California
$928K -$9.68K -276 -1%
AMG
529
Asset Management Group
Connecticut
$924K -$3.65K -104 -0.4%
BO
530
BRR OpCo
Ohio
$922K -$26.1K -744 -3%
SCM
531
SOL Capital Management
Maryland
$921K -$394K -11,240 -29%
BBPWM
532
Blue Bell Private Wealth Management
Pennsylvania
$899K +$75.9K +2,164 +9%
CC
533
Courier Capital
New York
$895K -$21.3K -608 -2%
BFO
534
Biltmore Family Office
North Carolina
$895K
RMDI
535
R.M. Davis Inc
Maine
$894K -$56.1K -1,600 -6%
MPI
536
Mairs & Power Inc
Minnesota
$891K
CHP
537
Cable Hill Partners
Oregon
$887K +$131K +3,748 +16%
WA
538
Waverly Advisors
Alabama
$885K +$26.5K +756 +3%
EWA
539
EP Wealth Advisors
California
$875K -$597K -17,032 -40%
SMC
540
Smith, Moore & Co
Missouri
$869K -$21.6K -616 -2%
TCM
541
Tuttle Capital Management
Connecticut
$865K +$892K +25,448 New
LSAG
542
Lake Street Advisors Group
New Hampshire
$863K -$462K -13,168 -34%
PP
543
Palladium Partners
Virginia
$836K
BMCM
544
Bryn Mawr Capital Management
Pennsylvania
$833K
SNT
545
Security National Trust
West Virginia
$817K
NFC
546
Northeast Financial Consultants
Connecticut
$817K +$51.9K +1,480 +7%
SPC
547
Sigma Planning Corp
Michigan
$815K +$12.5K +356 +2%
SRC
548
Shufro Rose & Co
New York
$802K +$307K +8,764 +59%
LRIA
549
Leonard Rickey Investment Advisors
Washington
$799K -$56.5K -1,612 -6%
CWM
550
Calamos Wealth Management
Illinois
$795K

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.