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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
BBPWM
626
Blue Bell Private Wealth Management
Pennsylvania
$740K -$8.32K -236 -1%
ACS
627
Archford Capital Strategies
Illinois
$740K +$28.9K +820 +4%
ACM
628
Allred Capital Management
Texas
$734K +$791K +22,436 New
MWM
629
Merriman Wealth Management
Washington
$731K -$256K -7,268 -25%
Fisher Asset Management
630
Fisher Asset Management
Washington
$731K +$74.9K +2,124 +11%
GPA
631
Guidance Point Advisors
Massachusetts
$727K +$783K +22,212 New
SSW
632
Smith Shellnut Wilson
Mississippi
$725K
AMG
633
Asset Management Group
Connecticut
$722K -$161K -4,568 -17%
BCI
634
Brinker Capital Investments
Pennsylvania
$721K +$65.4K +1,856 +9%
PCIA
635
Prime Capital Investment Advisors
Kansas
$720K -$5.64K -160 -0.7%
CFGS
636
Concourse Financial Group Securities
Alabama
$719K +$653K +18,536 +537%
WPA
637
West Paces Advisors
Georgia
$718K
JCM
638
Jag Capital Management
Missouri
$709K +$764K +21,660 New
CAM
639
Concorde Asset Management
Michigan
$704K +$225K +6,372 +42%
LSAG
640
Lake Street Advisors Group
New Hampshire
$697K +$423 +12 +0.1%
WCM
641
WealthBridge Capital Management
Ohio
$693K +$746K +21,172 New
MFG
642
Magnus Financial Group
New York
$692K +$745K +21,132 New
SMFS
643
Squar Milner Financial Services
California
$688K +$282 +8 +0%
LRIA
644
Leonard Rickey Investment Advisors
Washington
$676K -$13.5K -384 -2%
SRC
645
Shufro Rose & Co
New York
$671K -$56.4K -1,600 -7%
SWA
646
Sutton Wealth Advisors
Florida
$668K -$25.5K -724 -3%
PA
647
Planning Alternatives
Michigan
$668K
HA
648
Harborview Advisors
Maine
$666K
BCM
649
Brookmont Capital Management
Texas
$662K -$3.24K -92 -0.5%
GFS
650
GYL Financial Synergies
Connecticut
$660K +$711K +20,172 New

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.