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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
GC
626
Gilbert & Cook
Iowa
$560K -$4.09K -116 -0.7%
AP
627
Appleton Partners
Massachusetts
$551K
HC
628
Hourglass Capital
Texas
$548K
JC
629
Jentner Corp
Ohio
$547K -$3.53K -100 -0.7%
Koshinski Asset Management
630
Koshinski Asset Management
Illinois
$544K -$23.3K -660 -4%
Janus Henderson Group
631
Janus Henderson Group
United Kingdom
$543K +$533K +15,104 New
MCM
632
Maryland Capital Management
Maryland
$538K
SCP
633
Syntal Capital Partners
Texas
$536K -$56.9K -1,612 -10%
BBHC
634
Brown Brothers Harriman & Co
New York
$535K -$292K -8,284 -36%
PO
635
Private Ocean
California
$526K +$141 +4 +0%
BIA
636
Biondo Investment Advisors
Pennsylvania
$519K +$41.7K +1,180 +9%
HCM
637
Hollencrest Capital Management
California
$515K -$3.33M -94,272 -87%
CAM
638
Concorde Asset Management
Michigan
$513K +$24.1K +684 +5%
AIM
639
Aspen Investment Management
Michigan
$511K -$83.2K -2,356 -14%
SG
640
StoneX Group
New York
$508K +$424 +12 +0.1%
CT
641
Cambridge Trust
Massachusetts
$504K -$220K -6,232 -31%
GT
642
Glenview Trust
Kentucky
$499K -$847 -24 -0.2%
SS
643
Simplicity Solutions
Minnesota
$497K +$39.4K +1,116 +9%
CG
644
CFO4Life Group
Texas
$494K
GT
645
Greenleaf Trust
Michigan
$488K
PL
646
Plancorp LLC
Missouri
$485K
HA
647
Harfst & Associates
Wyoming
$482K -$69.5K -1,968 -13%
HAC
648
Harbor Advisory Corp
New Hampshire
$482K
DC
649
Davenport & Co
Virginia
$478K +$43.1K +1,220 +10%
BFS
650
Bradley Foster & Sargent
Connecticut
$477K

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.