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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
WC
701
Whitnell & Co
Illinois
$364K +$100K +2,856 +36%
AIM
702
Allen Investment Management
New York
$363K
CC
703
Chicago Capital
Illinois
$363K +$374K +10,656 New
PCMK
704
Paragon Capital Management (Kansas)
Kansas
$362K
PIA
705
Peachtree Investment Advisors
Georgia
$360K -$70.1K -2,000 -16%
SBL
706
Sargent Bickham Lagudis
Colorado
$356K +$561 +16 +0.2%
FFA
707
First Foundation Advisors
California
$355K
OC
708
Oarsman Capital
Wisconsin
$352K -$20.3K -580 -5%
BHB
709
Bank Hapoalim BM
Israel
$352K -$2.8K -80 -0.8%
CCP
710
Corient Capital Partners
California
$352K
SC
711
Stratford Consulting
Texas
$351K
PCA
712
Personal Capital Advisors
California
$348K +$20.8K +592 +6%
PP
713
PagnatoKarp Partners
Virginia
$347K +$1.82K +52 +0.5%
NFG
714
Nations Financial Group
Iowa
$347K +$140 +4 +0%
FCH
715
Freestone Capital Holdings
Washington
$346K -$93.9K -2,680 -21%
WTB
716
Washington Trust Bank
Washington
$341K +$47K +1,340 +15%
SA
717
Strategic Advisors
New York
$340K -$103K -2,944 -23%
TPWA
718
TRUE Private Wealth Advisors
Oregon
$337K -$4.91K -140 -1%
MMA
719
Miracle Mile Advisors
California
$337K +$64.6K +1,844 +23%
NCM
720
Northwest Capital Management
Oregon
$335K
CF
721
Centaurus Financial
California
$334K -$1M -28,552 -74%
F
722
F3Logic
Minnesota
$333K +$346K +9,868 New
MA
723
MCF Advisors
Kentucky
$332K -$43.3K -1,236 -11%
ATC
724
Adirondack Trust Company
New York
$330K +$84.7K +2,416 +33%
HCM
725
Harvest Capital Management
New Hampshire
$328K

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.