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iShares Russell 1000 Growth ETF
IWF

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: 948 → 960 (+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: 153 → 147 (-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

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$207M
2
Bank of America
Bank of America
North Carolina
+$192M
3
CWM
Cornerstone Wealth Management
Missouri
+$75.9M
4
TF
TIAA FSB
Florida
+$69.5M
5
American Century Companies
American Century Companies
Missouri
+$50.4M

Top Sellers

1
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$828M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$667M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$135M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$77.5M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$76.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
651
World Asset Management
Michigan
$476K +$467K +13,228 New
CPIG
652
Chicago Partners Investment Group
Illinois
$470K – – –
RMCM
653
Reynders McVeigh Capital Management
Massachusetts
$467K -$11.9K -336 -3%
CCG
654
Cypress Capital Group
Florida
$467K +$15.1K +428 +3%
BFA
655
Bragg Financial Advisors
North Carolina
$466K -$13.6K -384 -3%
BA
656
Ballew Advisors
Mississippi
$464K -$45K -1,276 -9%
TIM
657
Tortoise Investment Management
New York
$464K – – –
FC
658
Financial Consulate
Maryland
$463K – – –
NFG
659
Next Financial Group
Texas
$456K -$1.98K -56 -0.4%
RMAM
660
Raab & Moskowitz Asset Management
New Jersey
$455K – – –
SFSG
661
Stearns Financial Services Group
North Carolina
$455K +$52.9K +1,500 +13%
QCM
662
Quadrant Capital Management
New Jersey
$453K – – –
HCM
663
Hilton Capital Management
New York
$453K +$445K +12,600 New
MWM
664
Meridian Wealth Management
Kentucky
$452K +$141 +4 +0%
VCM
665
Vigilant Capital Management
Maine
$449K -$91.2K -2,584 -17%
RM
666
Resource Management
Louisiana
$449K – – –
Wellington Management Group
667
Wellington Management Group
Massachusetts
$448K -$1.45M -41,168 -77%
SS
668
Sunbelt Securities
Texas
$443K -$50.8K -1,440 -10%
CM
669
Cornerstone Management
Georgia
$442K – – –
FIM
670
Fernwood Investment Management
Massachusetts
$441K -$13.1K -372 -3%
CS
671
Credit Suisse
Switzerland
$437K -$1.56M -44,248 -78%
FCCM
672
First City Capital Management
Georgia
$436K -$517K -14,652 -55%
BFM
673
Broadview Financial Management
Wisconsin
$436K -$2.96K -84 -0.7%
KFC
674
Klingenstein Fields & Co
New York
$436K – – –
CCFCSB
675
Cape Cod Five Cents Savings Bank
Massachusetts
$434K – – –
25 26
27
28 29

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.