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iShares Russell 1000 Growth ETF

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: 948960 (+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: 153147 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
676
LS Investment Advisors
Michigan
$434K +$426K +12,064 New
PP
677
PagnatoKarp Partners
Virginia
$429K +$60.6K +1,716 +17%
B
678
Bridgeworth
Alabama
$422K -$4.38K -124 -1%
PWMAG
679
Pinnacle Wealth Management Advisory Group
New Jersey
$422K
TPWA
680
TRUE Private Wealth Advisors
Oregon
$422K +$64.1K +1,816 +18%
WA
681
Wealth Architects
California
$419K -$70.6K -2,000 -15%
Renaissance Technologies
682
Renaissance Technologies
New York
$417K +$409K +11,600 New
FCH
683
Freestone Capital Holdings
Washington
$416K +$48.6K +1,376 +14%
TWA
684
TCI Wealth Advisors
Arizona
$416K +$180K +5,100 +79%
AFP
685
Ausdal Financial Partners
Iowa
$411K +$2.54K +72 +0.6%
RFM
686
Royal Fund Management
Florida
$408K -$20.3K -576 -5%
ORI
687
Oak Ridge Investments
Illinois
$407K +$400K +11,324 New
NIA
688
Northstar Investment Advisors
Colorado
$401K
RI
689
Ridgewood Investments
New Jersey
$399K
APP
690
Avantax Planning Partners
Iowa
$393K -$11.4K -324 -3%
TCM
691
Twele Capital Management
Minnesota
$390K
MA
692
MCF Advisors
Kentucky
$388K +$36.4K +1,032 +11%
LF
693
Lee Financial
Texas
$386K
AIM
694
Allen Investment Management
New York
$384K
DK
695
Darrell & King
Virginia
$383K -$24.7K -700 -6%
PIA
696
Peachtree Investment Advisors
Georgia
$380K
CCP
697
Corient Capital Partners
California
$378K +$5.37K +152 +1%
FFA
698
First Foundation Advisors
California
$375K
W
699
Wealthfront
California
$374K +$74.5K +2,112 +25%
SC
700
Stratford Consulting
Texas
$371K

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.