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iShares Russell 1000 Growth ETF

948 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, 426 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: 257.95%270.43% (+12%)

0% less capital invested

Capital invested by funds: $26B → $26B (-$37.3M)

0% less funds holding

Funds holding: 950948 (-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: 426

Holders
948
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
21.73%
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
426
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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$77.7M -$3.16M -90,152 -4%
William Blair Investment Management
52
William Blair Investment Management
Illinois
$76.5M -$2.48M -70,800 -3%
BC
53
Brinker Capital
Pennsylvania
$74.7M -$6.17M -176,096 -7%
RFC
54
Regions Financial Corp
Alabama
$72.5M +$7.8M +222,648 +12%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$70.8M -$991K -28,276 -1%
CAN
56
Cetera Advisor Networks
California
$67.7M +$18.7M +532,112 +36%
BMM
57
Berkshire Money Management
Massachusetts
$66.3M +$23.8M +678,832 +53%
CFB
58
Cullen/Frost Bankers
Texas
$64.2M -$1.12M -31,908 -2%
FA
59
FDx Advisors
Illinois
$63.1M -$1.8M -51,468 -3%
CL
60
Choreo LLC
Illinois
$61.7M -$2.41M -68,668 -4%
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
$60.4M +$393K +11,204 +0.6%
MG
62
Mather Group
Illinois
$58.2M -$1.29M -36,928 -2%
Jennison Associates
63
Jennison Associates
New York
$57.3M +$54M +1,541,264 +1,083%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$55.2M +$994K +28,360 +2%
Prudential Financial
65
Prudential Financial
New Jersey
$53.9M -$3.65M -104,000 -6%
Creative Planning
66
Creative Planning
Kansas
$53.8M -$265K -7,564 -0.5%
BA
67
Boston Advisors
Massachusetts
$53.2M -$19.5M -556,020 -26%
FBFS
68
First Business Financial Services
Wisconsin
$52.5M +$275K +7,848 +0.5%
IA
69
IndexIQ Advisors
New York
$52.3M +$6.96M +198,404 +15%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$52M +$5.68M +162,168 +12%
OC
71
Oakworth Capital
Alabama
$51.4M +$1.58M +45,204 +3%
BUB
72
BBVA USA Bancshares
Texas
$50.7M -$1.16M -32,964 -2%
BIM
73
Bridges Investment Management
Nebraska
$49.5M +$8.74M +249,304 +21%
DADC
74
D.A. Davidson & Co
Montana
$47.6M -$1.34M -38,144 -3%
SP
75
Stairway Partners
Illinois
$47.6M -$72.1K -2,056 -0.1%

IWF Hedge Fund Activity: Q1 2018 in Review

948 of the 4,363 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 426 trimmed.

The largest buyer was STALEY CAPITAL ADVISERS, adding an estimated $823M. The largest seller was Wells Fargo, cutting an estimated $80.7M.

  • 948 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2018, down from 950 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.