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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
CS
526
Cannell & Spears
New York
$1.14M +$33.1K +940 +3%
MYIA
527
Mount Yale Investment Advisors
Colorado
$1.14M +$51.8K +1,468 +5%
DC
528
Davenport & Co
Virginia
$1.14M +$53K +1,504 +5%
MC
529
Middleton & Co
Massachusetts
$1.13M -$12.7K -360 -1%
SSB
530
Sandy Spring Bank
Maryland
$1.13M +$344K +9,756 +39%
CA
531
Cambridge Advisors
Nebraska
$1.13M
CHC
532
City Holding Co
West Virginia
$1.12M +$37.5K +1,064 +3%
MA
533
MONECO Advisors
Connecticut
$1.12M +$1.21M +34,184 New
PS
534
Portfolio Strategies
New York
$1.12M -$10.7K -304 -0.9%
DCM
535
Dimension Capital Management
Florida
$1.11M
GG
536
Gofen & Glossberg
Illinois
$1.1M
RVPG
537
Relative Value Partners Group
$1.1M
AL
538
Aspiriant LLC
California
$1.1M -$226K -6,420 -16%
F
539
F3Logic
Minnesota
$1.09M +$1.18M +33,388 New
JWA
540
JFS Wealth Advisors
Pennsylvania
$1.09M +$282 +8 +0%
ASN
541
Advisory Services Network
Georgia
$1.08M +$36.1K +1,024 +3%
CCT
542
Capital City Trust
Florida
$1.08M
AAM
543
Autus Asset Management
Arizona
$1.06M -$37.1K -1,052 -3%
SC
544
Savant Capital
Illinois
$1.06M -$46.5K -1,320 -4%
RCM
545
Radnor Capital Management
Pennsylvania
$1.06M -$134K -3,800 -11%
PFA
546
Pure Financial Advisors
California
$1.05M -$85K -2,412 -7%
BFG
547
Beacon Financial Group
Texas
$1.04M +$355K +10,080 +46%
WA
548
WealthTrust-Arizona
Arizona
$1.04M +$102K +2,880 +10%
BFPW
549
BOK Financial Private Wealth
Colorado
$1.03M
CB
550
Chemical Bank
Michigan
$1.03M -$134K -3,800 -11%

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.