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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
SC
601
Savant Capital
Illinois
$622K
MHS
602
M Holdings Securities
Oregon
$617K +$28.2K +804 +5%
BFG
603
Beacon Financial Group
Texas
$614K +$41.5K +1,184 +7%
MSA
604
Marino Stram & Associates
Massachusetts
$613K +$631K +18,004 New
FCCM
605
First City Capital Management
Georgia
$612K +$514K +14,652 +121%
WTFG
606
Wells Trecaso Financial Group
Ohio
$612K +$630K +17,984 New
WP
607
WealthShield Partners
North Carolina
$608K +$15.4K +440 +3%
AFM
608
Andesa Financial Management
Pennsylvania
$593K -$592K -16,892 -49%
SGAM
609
Steinberg Global Asset Management
Florida
$593K -$45K -1,284 -7%
WS
610
Wedbush Securities
California
$589K +$116K +3,296 +24%
TFF
611
The Family Firm
Maryland
$588K +$606K +17,280 New
CAM
612
Carret Asset Management
New York
$586K
MA
613
Mutual Advisors
Nebraska
$577K -$14.6K -416 -2%
WEC
614
Winslow Evans & Crocker
Massachusetts
$574K +$10.7K +304 +2%
TNB
615
Thomasville National Bank
Georgia
$573K
WT
616
Washington Trust
Rhode Island
$569K
GWS
617
Glassman Wealth Services
Virginia
$565K +$33.5K +956 +6%
AIM
618
Aspen Investment Management
Michigan
$564K +$113K +3,216 +24%
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$562K -$2.52K -72 -0.4%
SCP
620
Syntal Capital Partners
Texas
$562K -$105K -2,992 -15%
CC
621
Cassaday & Co
Virginia
$558K
JIC
622
Joel Isaacson & Co
New York
$555K +$98.6K +2,812 +21%
CFG
623
Citizens Financial Group
Rhode Island
$554K
EFSCE
624
Enterprise Financial Services Corp (EFSC)
Missouri
$552K -$37.4K -1,068 -6%
NWS
625
Newport Wealth Strategies
California
$549K -$28K -800 -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.