We are live on ! Find out more
IWF icon

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
ADL
626
Asset Dedication LLC
California
$549K +$3.93K +112 +0.7%
FHA
627
Flagship Harbor Advisors
Massachusetts
$549K +$37.6K +1,072 +7%
RE
628
RBC Europe
United Kingdom
$548K -$11.5K -328 -2%
Koshinski Asset Management
629
Koshinski Asset Management
Illinois
$537K +$4.35K +124 +0.8%
LCM
630
Liberty Capital Management
Michigan
$536K -$8.41K -240 -1%
GC
631
Gilbert & Cook
Iowa
$534K -$108K -3,092 -16%
GFPC
632
Global Financial Private Capital
Florida
$534K -$701 -20 -0.1%
ST
633
Spinnaker Trust
Maine
$532K +$63.5K +1,812 +13%
FIM
634
Freedom Investment Management
Connecticut
$525K -$8.41K -240 -2%
HA
635
Harfst & Associates
Wyoming
$523K
AP
636
Appleton Partners
Massachusetts
$522K -$3.5K -100 -0.6%
JC
637
Jentner Corp
Ohio
$521K -$2.38K -68 -0.4%
HC
638
Hourglass Capital
Texas
$519K -$98.2K -2,800 -16%
PBO
639
Peoples Bank (Ohio)
Ohio
$514K -$23.8K -680 -4%
VCM
640
Vigilant Capital Management
Maine
$513K -$600K -17,108 -53%
MCM
641
Maryland Capital Management
Maryland
$509K
CWM
642
Cornerstone Wealth Management
Missouri
$509K +$172K +4,912 +47%
BBNB
643
Baker Boyer National Bank
Washington
$507K
Cerity Partners
644
Cerity Partners
New York
$503K -$81.3K -2,320 -14%
HCM
645
Hilton Capital Management
New York
$502K
PO
646
Private Ocean
California
$497K +$502K +14,320 +4,590%
IWC
647
Integrated Wealth Concepts
Massachusetts
$492K +$9.39K +268 +2%
UAS
648
United Asset Strategies
New York
$484K -$16.8K -480 -3%
BA
649
Ballew Advisors
Mississippi
$483K -$70.8K -2,020 -12%
SG
650
StoneX Group
New York
$480K +$4.35K +124 +0.9%

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.