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iShares Russell 1000 Growth ETF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153147 (-6)

17.27% less ownership

Funds ownership: 270.43%253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
601
Winslow Evans & Crocker
Massachusetts
$608K
CAM
602
Carret Asset Management
New York
$605K -$14.1K -400 -2%
WT
603
Washington Trust
Rhode Island
$601K
GWS
604
Glassman Wealth Services
Virginia
$598K
IWC
605
Integrated Wealth Concepts
Massachusetts
$597K +$59.7K +1,692 +11%
JIC
606
Joel Isaacson & Co
New York
$596K +$9.6K +272 +2%
FPFS
607
First Personal Financial Services
North Carolina
$590K -$6.73M -190,664 -92%
CC
608
Cassaday & Co
Virginia
$589K
GFPC
609
Global Financial Private Capital
Florida
$588K +$22.7K +644 +4%
Cerity Partners
610
Cerity Partners
New York
$588K +$55.1K +1,560 +11%
CFG
611
Citizens Financial Group
Rhode Island
$584K -$1.98K -56 -0.3%
VHAM
612
Van Hulzen Asset Management
California
$580K +$354K +10,040 +165%
WA
613
Wealthstar Advisors
Texas
$577K +$48.9K +1,384 +10%
WP
614
WealthSource Partners
California
$576K -$205K -5,808 -27%
CCM
615
Chilton Capital Management
Texas
$575K -$86K -2,436 -13%
UAS
616
United Asset Strategies
New York
$574K +$61K +1,728 +12%
WP
617
WealthShield Partners
North Carolina
$573K -$68.5K -1,940 -11%
EFSCE
618
Enterprise Financial Services Corp (EFSC)
Missouri
$573K -$9.88K -280 -2%
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$572K -$21.2K -600 -4%
DWM
620
Destination Wealth Management
California
$571K -$890K -25,204 -61%
MSA
621
Marino Stram & Associates
Massachusetts
$571K
TNB
622
Thomasville National Bank
Georgia
$567K -$37.4K -1,060 -6%
FHA
623
Flagship Harbor Advisors
Massachusetts
$565K -$30.4K -860 -5%
RIM
624
Redwood Investment Management
Arizona
$563K -$421K -11,940 -43%
ST
625
Spinnaker Trust
Maine
$563K

IWF Hedge Fund Activity: Q2 2018 in Review

960 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2018, worth a combined $26.4B — up 1.8% from $26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWF positions and 40 closed out — a net gain of 20 holders — while 293 added to existing stakes and 380 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $207M. The largest seller was STALEY CAPITAL ADVISERS, cutting an estimated $828M.

  • 960 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2018, up from 948 in Q1 2018.
  • Funds reported $26.4B of iShares Russell 1000 Growth ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 60 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2018 and 40 closed out, a net change of +20 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $207M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2018 was STALEY CAPITAL ADVISERS, an estimated $828M sold.

Based on aggregated 13F filings for Q2 2018.