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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
F
701
F3Logic
Minnesota
$365K +$12.1K +344 +3%
MPPLM
702
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$364K +$78.1K +2,212 +28%
WC
703
Whitnell & Co
Illinois
$362K -$22.9K -648 -6%
RE
704
RBC Europe
United Kingdom
$360K -$216K -6,120 -38%
BHB
705
Bank Hapoalim BM
Israel
$359K -$13K -368 -4%
FWM
706
Frontier Wealth Management
Missouri
$359K +$353K +9,996 New
WTB
707
Washington Trust Bank
Washington
$358K -$1.98K -56 -0.6%
GP
708
Geneva Partners
Wisconsin
$356K -$28.2K -800 -7%
NCM
709
Northwest Capital Management
Oregon
$354K
NFG
710
Nations Financial Group
Iowa
$351K -$15.4K -436 -4%
SBL
711
Sargent Bickham Lagudis
Colorado
$349K -$26.4K -748 -7%
HCM
712
Harvest Capital Management
New Hampshire
$347K
TL
713
TrueWealth LLC
Georgia
$347K +$48K +1,360 +16%
BRF
714
B. Riley Financial
California
$342K -$354K -10,040 -51%
RW
715
REDW Wealth
New Mexico
$338K +$16.2K +460 +5%
KP
716
Keel Point
Alabama
$337K -$11.6M -328,812 -97%
ATC
717
Adirondack Trust Company
New York
$337K -$9.88K -280 -3%
PCA
718
Peddock Capital Advisors
Massachusetts
$337K
SCC
719
Spring Creek Capital
Kansas
$336K +$330K +9,356 New
AA
720
Ancora Advisors
Ohio
$334K
GI
721
Gradient Investments
Minnesota
$332K +$165K +4,664 +102%
HH
722
Hilltop Holdings
Texas
$327K -$6.4M -181,208 -95%
PA
723
PFG Advisors
Arizona
$327K -$57.3K -1,624 -15%
RWA
724
RGT Wealth Advisors
Texas
$327K
SA
725
Strategic Advisors
New York
$326K -$32.6K -924 -9%

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.