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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
EWA
551
Exencial Wealth Advisors
Oklahoma
$792K
BBHC
552
Brown Brothers Harriman & Co
New York
$789K
ICM
553
IMS Capital Management
Oregon
$789K
GWM
554
Geneos Wealth Management
Colorado
$786K -$9.96K -284 -1%
CCM
555
Covington Capital Management
California
$783K -$29.4K -840 -4%
GP
556
Girard Partners
Pennsylvania
$779K -$47.1K -1,344 -6%
CIA
557
Capital Investment Advisors
Georgia
$772K +$166K +4,728 +26%
VIA
558
Vantage Investment Advisors
Pennsylvania
$767K -$25K -712 -3%
BCI
559
Brinker Capital Investments
Pennsylvania
$755K
PCIA
560
Prime Capital Investment Advisors
Kansas
$754K +$5.61K +160 +0.7%
KCM
561
Karp Capital Management
California
$751K +$18.9K +540 +3%
WPA
562
West Paces Advisors
Georgia
$746K -$74.9K -2,136 -9%
WP
563
WealthSource Partners
California
$743K -$1.27M -36,104 -62%
EFS
564
Essex Financial Services
Connecticut
$737K +$759K +21,648 New
SWA
565
Sutton Wealth Advisors
Florida
$727K
AWS
566
AJ Wealth Strategies
New York
$719K -$666K -18,988 -47%
AFC
567
AFT Forsyth & Company
Florida
$719K
KCM
568
Kanawha Capital Management
Virginia
$718K -$208K -5,920 -22%
FFC
569
First Financial Corp
Indiana
$713K -$39.5K -1,128 -5%
WP
570
WMS Partners
Maryland
$713K +$16.4K +468 +2%
TFS
571
TrustCore Financial Services
Tennessee
$710K -$6.73K -192 -0.9%
AAC
572
Acorn Advisory Capital
New York
$708K -$3.73M -106,400 -84%
Fisher Asset Management
573
Fisher Asset Management
Washington
$698K -$493K -14,052 -41%
APA
574
American Portfolios Advisors
New York
$697K +$37.2K +1,060 +5%
HA
575
Harborview Advisors
Maine
$693K -$39.3K -1,120 -5%

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.