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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
CWS
551
Cypress Wealth Services
California
$1.03M +$16.8K +476 +2%
AAM
552
AMI Asset Management
California
$1.01M +$1.09M +30,828 New
EWF
553
Epstein & White Financial
California
$1.01M -$110K -3,128 -9%
Carson Wealth (CWM LLC)
554
Carson Wealth (CWM LLC)
Nebraska
$995K +$294K +8,352 +38%
CIA
555
Choate Investment Advisors
Massachusetts
$993K +$1.07M +30,344 New
SPC
556
Sigma Planning Corp
Michigan
$989K -$145K -4,124 -12%
CAC
557
Certified Advisory Corp
Florida
$988K -$48.8K -1,384 -4%
BF
558
Blankinship & Foster
California
$988K -$25.5K -724 -2%
FANJ
559
Financial Architects (New Jersey)
New Jersey
$987K
CIA
560
Capital Investment Advisors
Georgia
$986K +$107K +3,028 +11%
AWMG
561
Alliance Wealth Management Group
New Jersey
$983K
ST
562
Sageworth Trust
Pennsylvania
$983K
TCM
563
Towercrest Capital Management
Pennsylvania
$983K
BCP
564
Berkeley Capital Partners
Georgia
$982K -$28.3K -804 -3%
APSP
565
Asset Planning Services (Pennsylvania)
Pennsylvania
$982K +$2.68K +76 +0.3%
VA
566
Valmark Advisers
Ohio
$980K -$8.6K -244 -0.8%
Massachusetts Financial Services
567
Massachusetts Financial Services
Massachusetts
$979K +$1.05M +29,912 New
RPG
568
Risk Paradigm Group
Texas
$972K -$122K -3,456 -10%
TFO
569
Tarbox Family Office
California
$972K -$6.06K -172 -0.6%
SCI
570
S&CO Inc
Massachusetts
$968K -$453K -12,840 -30%
MWA
571
Meridian Wealth Advisors
Texas
$957K +$1.03M +29,248 New
SWRP
572
Summit Wealth & Retirement Planning
California
$951K +$1.02M +29,052 New
KCM
573
Kendall Capital Management
Maryland
$949K
BMC
574
Beaton Management Company
Massachusetts
$946K -$14.1K -400 -1%
FSA
575
Financial Sense Advisors
California
$934K -$769K -21,824 -43%

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.