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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
BFS
701
Bradley Foster & Sargent
Connecticut
$519K +$91.2K +2,588 +20%
Lido Advisors
702
Lido Advisors
California
$517K +$300K +8,516 +117%
WP
703
WealthShield Partners
North Carolina
$512K -$10.4K -296 -2%
RIM
704
Redwood Investment Management
Arizona
$511K +$550K +15,608 New
CPA
705
Clear Perspective Advisors
Illinois
$508K
WS
706
Wedbush Securities
California
$507K -$66K -1,872 -11%
Cerity Partners
707
Cerity Partners
New York
$505K -$37.8K -1,072 -6%
VHAM
708
Van Hulzen Asset Management
California
$504K -$26.1K -740 -5%
BIA
709
Biondo Investment Advisors
Pennsylvania
$503K +$5.64K +160 +1%
AP
710
Appleton Partners
Massachusetts
$502K
GC
711
Gilbert & Cook
Iowa
$499K -$11.8K -336 -2%
MHS
712
M Holdings Securities
Oregon
$498K -$91.4K -2,592 -15%
GT
713
Greenleaf Trust
Michigan
$497K
ZIC
714
ZWJ Investment Counsel
Georgia
$497K +$536K +15,200 New
AFM
715
Andesa Financial Management
Pennsylvania
$494K +$15.1K +428 +3%
HC
716
Hourglass Capital
Texas
$491K -$1.41K -40 -0.3%
MCM
717
Maryland Capital Management
Maryland
$490K
CFG
718
Citizens Financial Group
Rhode Island
$489K
SCP
719
Syntal Capital Partners
Texas
$488K
JC
720
Jentner Corp
Ohio
$481K +$75.6K +2,144 +17%
TIM
721
Tortoise Investment Management
New York
$473K -$11K -312 -2%
SXL
722
Summit X LLC
Missouri
$472K +$36.8K +1,044 +8%
VAM
723
Visionary Asset Management
Texas
$470K -$221K -6,256 -30%
PGWM
724
Parisi Gray Wealth Management
New Jersey
$468K -$132K -3,752 -21%
GFPC
725
Global Financial Private Capital
Florida
$468K -$27.4K -776 -5%

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.