We are live on ! Find out more
IWF icon

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
MWM
676
Meridian Wealth Management
Kentucky
$428K +$213K +6,088 +94%
CCG
677
Cypress Capital Group
Florida
$427K
RM
678
Resource Management
Louisiana
$426K
CM
679
Cornerstone Management
Georgia
$419K -$75K -2,140 -15%
VAM
680
Visionary Asset Management
Texas
$418K -$148K -4,232 -25%
BFM
681
Broadview Financial Management
Wisconsin
$415K -$37.9K -1,080 -8%
KFC
682
Klingenstein Fields & Co
New York
$413K
CCFCSB
683
Cape Cod Five Cents Savings Bank
Massachusetts
$411K
DC
684
Davenport & Co
Virginia
$411K -$63.2K -1,804 -13%
RFM
685
Royal Fund Management
Florida
$405K -$913K -26,052 -69%
Carson Wealth (CWM LLC)
686
Carson Wealth (CWM LLC)
Nebraska
$401K +$14K +400 +4%
PWMAG
687
Pinnacle Wealth Management Advisory Group
New Jersey
$399K
SWM
688
Stockman Wealth Management
Montana
$393K +$65.6K +1,872 +19%
B
689
Bridgeworth
Alabama
$393K +$416K +11,864 New
AFP
690
Ausdal Financial Partners
Iowa
$386K -$79.4K -2,264 -17%
DK
691
Darrell & King
Virginia
$386K -$9.54K -272 -2%
EP
692
Edgestream Partners
New Jersey
$383K -$720K -20,540 -65%
APP
693
Avantax Planning Partners
Iowa
$383K
SFSG
694
Stearns Financial Services Group
North Carolina
$380K +$140 +4 +0%
NIA
695
Northstar Investment Advisors
Colorado
$379K
RI
696
Ridgewood Investments
New Jersey
$377K
TCM
697
Twele Capital Management
Minnesota
$369K
LF
698
Lee Financial
Texas
$366K +$377K +10,748 New
GP
699
Geneva Partners
Wisconsin
$365K -$30.7K -876 -8%
PA
700
PFG Advisors
Arizona
$365K

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.