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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
LCM
576
Logan Capital Management
Pennsylvania
$692K -$4.05M -115,400 -85%
CT
577
Cambridge Trust
Massachusetts
$689K -$133K -3,800 -16%
PGWM
578
Parisi Gray Wealth Management
New Jersey
$688K +$174K +4,952 +32%
BSA
579
Braun Stacey Associates
New York
$679K -$43.3K -1,236 -6%
VA
580
Valmark Advisers
Ohio
$667K -$40.7K -1,160 -6%
CM
581
Columbus Macro
Pennsylvania
$667K -$6.59K -188 -0.9%
SFA
582
Sequoia Financial Advisors
Ohio
$664K +$421 +12 +0.1%
BRF
583
B. Riley Financial
California
$664K +$395K +11,272 +137%
VCP
584
Vista Capital Partners
Oregon
$657K
GC
585
Grimes & Company
Massachusetts
$655K +$33.5K +956 +5%
SFS
586
Summit Financial Strategies
Ohio
$654K
KA
587
Klingman & Associates
New York
$653K
OMC
588
Old Mission Capital
Illinois
$647K +$456K +13,016 +217%
CIC
589
Carnegie Investment Counsel
Ohio
$646K -$7.01K -200 -1%
BCM
590
Brookmont Capital Management
Texas
$641K +$39K +1,112 +6%
VNA
591
Valley National Advisers
Pennsylvania
$638K +$34.5K +984 +6%
WF
592
Welch & Forbes
Massachusetts
$634K -$7.01K -200 -1%
GIP
593
Greatmark Investment Partners
Georgia
$634K
HCM
594
HMS Capital Management
Tennessee
$632K +$651K +18,584 New
PPCM
595
Pillar Pacific Capital Management
California
$627K -$500K -14,268 -44%
LW
596
Linscomb Wealth
Texas
$627K -$41.9K -1,196 -6%
CCM
597
Chilton Capital Management
Texas
$627K -$8.41K -240 -1%
MSAM
598
Moloney Securities Asset Management
Missouri
$626K -$13K -372 -2%
WB
599
WesBanco Bank
West Virginia
$624K +$50.8K +1,448 +9%
BWM
600
Baystate Wealth Management
Massachusetts
$624K +$79.8K +2,276 +14%

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.