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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
KCM
651
Kanawha Capital Management
Virginia
$657K -$15.1K -428 -2%
FFC
652
First Financial Corp
Indiana
$655K
HCM
653
Hudson Capital Management
New Jersey
$649K +$703K +19,928 New
TAM
654
Tocqueville Asset Management
New York
$647K +$19.3K +548 +3%
AFC
655
AFT Forsyth & Company
Florida
$641K -$17.6K -500 -2%
SFA
656
Sequoia Financial Advisors
Ohio
$641K +$5.5K +156 +0.8%
APA
657
American Portfolios Advisors
New York
$640K -$3.27M -92,864 -83%
FCFC
658
First Commonwealth Financial Corp
Pennsylvania
$639K -$421K -11,940 -38%
BAS
659
Brown Advisory Securities
Maryland
$636K -$117K -3,316 -15%
GIP
660
Greatmark Investment Partners
Georgia
$634K +$6.21K +176 +0.9%
VNA
661
Valley National Advisers
Pennsylvania
$633K +$23.7K +672 +4%
SFS
662
Summit Financial Strategies
Ohio
$629K
PPCM
663
Pillar Pacific Capital Management
California
$627K +$25.5K +724 +4%
BC
664
Burney Company
Virginia
$627K +$465K +13,204 +221%
WP
665
WMS Partners
Maryland
$624K -$62.8K -1,780 -9%
GLA
666
Good Life Advisors
Pennsylvania
$623K -$193K -5,476 -22%
HWA
667
HCR Wealth Advisors
California
$622K +$670K +18,992 New
CC
668
Chicago Capital
Illinois
$621K -$5.78K -164 -0.9%
CCG
669
Cypress Capital Group
Florida
$620K
AWM
670
Altium Wealth Management
New York
$615K -$214K -6,080 -24%
CIC
671
Carnegie Investment Counsel
Ohio
$613K -$271K -7,680 -29%
LPT
672
Legacy Private Trust
Wisconsin
$612K +$659K +18,692 New
TWP
673
Total Wealth Planning
Ohio
$610K +$657K +18,636 New
ST
674
Spinnaker Trust
Maine
$607K -$38.4K -1,088 -6%
LW
675
Linscomb Wealth
Texas
$607K +$8.6K +244 +1%

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.