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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
Koshinski Asset Management
576
Koshinski Asset Management
Illinois
$928K +$497K +14,112 +118%
NAM
577
NTV Asset Management
West Virginia
$926K +$141 +4 +0%
PCM
578
Pointe Capital Management
Michigan
$924K +$716K +20,300 +256%
PAM
579
Palisade Asset Management
Minnesota
$919K
JPG
580
Jordan Park Group
California
$914K -$2.09M -59,292 -68%
CA
581
Clearstead Advisors
Ohio
$913K +$29.6K +840 +3%
RWA
582
Ropes Wealth Advisors
Massachusetts
$912K
SMC
583
Smith, Moore & Co
Missouri
$911K -$40.6K -1,152 -4%
AIC
584
Archer Investment Corporation
Indiana
$909K +$979K +27,776 New
CAI
585
Capital Advisors Inc
Oklahoma
$903K -$5.03M -142,776 -84%
PWMG
586
Prestige Wealth Management Group
New Jersey
$903K +$973K +27,588 New
CFS
587
CRA Financial Services
New Jersey
$903K +$973K +27,600 New
PFS
588
Prospera Financial Services
Texas
$896K -$74K -2,100 -7%
UBV
589
United Bank (Virginia)
Virginia
$894K
SCM
590
SOL Capital Management
Maryland
$890K -$7.76K -220 -0.8%
HWM
591
Highwater Wealth Management
Colorado
$883K +$952K +26,996 New
VCP
592
Vista Capital Partners
Oregon
$880K
MSAM
593
Moloney Securities Asset Management
Missouri
$874K +$291K +8,248 +45%
WWM
594
Western Wealth Management
Colorado
$864K +$931K +26,400 New
WCWM
595
Willow Creek Wealth Management
California
$859K +$19.5K +552 +2%
SCM
596
Smith Capital Management
Arkansas
$858K +$924K +26,208 New
MPI
597
Mairs & Power Inc
Minnesota
$857K
DCM
598
Donaldson Capital Management
Indiana
$856K -$16.8K -476 -2%
CNC
599
Citizens & Northern Corp
Pennsylvania
$855K
BFO
600
Biltmore Family Office
North Carolina
$852K

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.