We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153147 (-6)

17.27% less ownership

Funds ownership: 270.43%253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MPI
526
Mairs & Power Inc
Minnesota
$941K
RMDI
527
R.M. Davis Inc
Maine
$938K -$7.06K -200 -0.8%
BFO
528
Biltmore Family Office
North Carolina
$936K -$9.88K -280 -1%
EWA
529
EP Wealth Advisors
California
$932K +$7.76K +220 +0.9%
CHP
530
Cable Hill Partners
Oregon
$931K -$20.5K -580 -2%
CC
531
Courier Capital
New York
$925K -$20K -568 -2%
WA
532
Waverly Advisors
Alabama
$919K -$15.5K -440 -2%
PP
533
Palladium Partners
Virginia
$889K +$5.51K +156 +0.6%
CIA
534
Capital Investment Advisors
Georgia
$887K +$70.5K +1,996 +9%
BMCM
535
Bryn Mawr Capital Management
Pennsylvania
$883K +$2.4K +68 +0.3%
TFS
536
TrustCore Financial Services
Tennessee
$866K +$114K +3,228 +15%
NFC
537
Northeast Financial Consultants
Connecticut
$864K
SC
538
Savant Capital
Illinois
$864K +$203K +5,764 +32%
SNT
539
Security National Trust
West Virginia
$863K
EWA
540
Exencial Wealth Advisors
Oklahoma
$856K +$18.9K +536 +2%
GP
541
Girard Partners
Pennsylvania
$850K +$26.4K +748 +3%
SRC
542
Shufro Rose & Co
New York
$848K
CWM
543
Calamos Wealth Management
Illinois
$840K
CAL
544
Capital Analysts LLC
Pennsylvania
$838K +$799K +22,628 +3,308%
BBPWM
545
Blue Bell Private Wealth Management
Pennsylvania
$828K -$120K -3,408 -13%
BCI
546
Brinker Capital Investments
Pennsylvania
$828K +$29.9K +848 +4%
PFGIA
547
Patriot Financial Group Insurance Agency
Massachusetts
$827K -$176K -4,984 -18%
VIA
548
Vantage Investment Advisors
Pennsylvania
$817K +$6.78K +192 +0.9%
GWM
549
Geneos Wealth Management
Colorado
$809K -$21.9K -620 -3%
PCIA
550
Prime Capital Investment Advisors
Kansas
$797K

IWF Hedge Fund Activity: Q2 2018 in Review

960 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2018, worth a combined $26.4B — up 1.8% from $26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWF positions and 40 closed out — a net gain of 20 holders — while 293 added to existing stakes and 380 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $207M. The largest seller was STALEY CAPITAL ADVISERS, cutting an estimated $828M.

  • 960 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2018, up from 948 in Q1 2018.
  • Funds reported $26.4B of iShares Russell 1000 Growth ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 60 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2018 and 40 closed out, a net change of +20 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $207M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2018 was STALEY CAPITAL ADVISERS, an estimated $828M sold.

Based on aggregated 13F filings for Q2 2018.