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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
KIA
601
KCM Investment Advisors
California
$850K -$9.17K -260 -1%
FAIM
602
Financial Advocates Investment Management
Washington
$845K +$252K +7,144 +38%
CWM
603
Calamos Wealth Management
Illinois
$838K -$94.9K -2,692 -10%
IFAM
604
Institutional & Family Asset Management
Colorado
$837K +$411K +11,656 +84%
RMDI
605
R.M. Davis Inc
Maine
$836K -$26.5K -752 -3%
BMCM
606
Bryn Mawr Capital Management
Pennsylvania
$829K +$27.8K +788 +3%
PFG
607
Pacific Financial Group
Washington
$823K +$886K +25,144 New
PWM
608
PRW Wealth Management
Massachusetts
$821K +$884K +25,080 New
CWM
609
CCG Wealth Management
California
$816K +$879K +24,928 New
BO
610
BRR OpCo
Ohio
$810K +$25.8K +732 +3%
PP
611
Palladium Partners
Virginia
$804K
JWBC
612
J.W. Burns & Co
New York
$803K -$142K -4,036 -14%
CHP
613
Cable Hill Partners
Oregon
$794K -$6.21K -176 -0.7%
GWM
614
Geneos Wealth Management
Colorado
$794K +$79.8K +2,264 +10%
EWA
615
Exencial Wealth Advisors
Oklahoma
$792K +$28.3K +804 +3%
VCM
616
Vivaldi Capital Management
Illinois
$788K +$849K +24,084 New
SNT
617
Security National Trust
West Virginia
$785K
CC
618
Courier Capital
New York
$784K -$77.6K -2,200 -8%
GIA
619
Gladstone Institutional Advisory
Florida
$772K +$832K +23,592 New
BOS
620
Bingham Osborn & Scarborough
California
$758K +$141 +4 +0%
FIM
621
Freedom Investment Management
Connecticut
$755K -$43K -1,220 -5%
JIC
622
Joel Isaacson & Co
New York
$750K +$193K +5,476 +33%
FWIA
623
Fort Washington Investment Advisors
Ohio
$746K
RA
624
RFG Advisory
Alabama
$745K +$422K +11,968 +111%
BMM
625
Buffington Mohr McNeal
Idaho
$741K +$190K +5,392 +31%

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.