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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
WA
651
Wealthstar Advisors
Texas
$474K +$489K +13,944 New
GT
652
Glenview Trust
Kentucky
$472K -$9.68K -276 -2%
CG
653
CFO4Life Group
Texas
$468K
SS
654
Sunbelt Securities
Texas
$468K +$9.39K +268 +2%
WA
655
Wealth Architects
California
$465K +$70.1K +2,000 +17%
CAM
656
Concorde Asset Management
Michigan
$464K -$33.4K -952 -7%
GT
657
Greenleaf Trust
Michigan
$462K -$14K -400 -3%
HR
658
Howe & Rusling
New York
$462K +$440K +12,556 +1,241%
PL
659
Plancorp LLC
Missouri
$460K +$23.4K +668 +5%
TA
660
Tiedemann Advisors
New York
$457K +$79.6K +2,272 +20%
HAC
661
Harbor Advisory Corp
New Hampshire
$456K -$119K -3,400 -20%
RMCM
662
Reynders McVeigh Capital Management
Massachusetts
$454K -$14K -400 -3%
BFA
663
Bragg Financial Advisors
North Carolina
$454K
BFS
664
Bradley Foster & Sargent
Connecticut
$451K
BIA
665
Biondo Investment Advisors
Pennsylvania
$451K +$79.9K +2,280 +21%
CPIG
666
Chicago Partners Investment Group
Illinois
$445K +$1.26K +36 +0.3%
FCFS
667
First Command Financial Services
Texas
$441K -$21K -600 -4%
FCB
668
First Command Bank
Texas
$441K -$21K -600 -4%
TIM
669
Tortoise Investment Management
New York
$439K
FC
670
Financial Consulate
Maryland
$438K -$927K -26,440 -67%
NFG
671
Next Financial Group
Texas
$433K +$150K +4,276 +51%
SS
672
Simplicity Solutions
Minnesota
$432K +$841 +24 +0.2%
RMAM
673
Raab & Moskowitz Asset Management
New Jersey
$431K -$8.13K -232 -2%
FIM
674
Fernwood Investment Management
Massachusetts
$430K -$42.1K -1,200 -9%
QCM
675
Quadrant Capital Management
New Jersey
$429K -$10.5K -300 -2%

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.