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iShares Russell 1000 Growth ETF

989 hedge funds and large institutions have $29B invested in iShares Russell 1000 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 317 increasing their positions, 385 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

27% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $42.1M

10% more capital invested

Capital invested by funds: $26.4B → $29B (+$2.56B)

5.74% more ownership

Funds ownership: 253.16%258.9% (+5.7%)

3% more funds holding

Funds holding: 960989 (+29)

1% less funds holding in top 10

Funds holding in top 10: 147146 (-1)

18% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 385

Holders
989
Holders Change
+29
Holders Change %
+3.02%
% of All Funds
22.61%
Holding in Top 10
146
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
3.34%
New
66
Increased
317
Reduced
385
Closed
32
Calls
$53.4M
Puts
$42.1M
Net Calls
+$11.4M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
51
Berkshire Money Management
Massachusetts
$77.2M +$2M +52,732 +3%
SI
52
Stephens Inc
Arkansas
$76.9M +$188K +4,956 +0.3%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$75M +$10.2M +269,100 +16%
SAM
54
Silvercrest Asset Management
New York
$72.1M -$11.8M -311,620 -14%
Prudential Financial
55
Prudential Financial
New Jersey
$69.9M -$2.92M -77,084 -4%
CFB
56
Cullen/Frost Bankers
Texas
$69.7M -$496K -13,088 -0.7%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$69.5M -$47.9K -1,264 -0.1%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$68.7M +$7M +184,924 +12%
CL
59
Choreo LLC
Illinois
$68.5M -$590K -15,568 -0.9%
CS
60
Credit Suisse
Switzerland
$64.4M +$62M +1,638,092 +13,502%
OC
61
Oakworth Capital
Alabama
$63.3M +$2.4M +63,452 +4%
MG
62
Mather Group
Illinois
$62.3M -$3.29M -86,872 -5%
FBFS
63
First Business Financial Services
Wisconsin
$60.2M -$530K -13,992 -0.9%
BIM
64
Bridges Investment Management
Nebraska
$57.2M -$151K -3,988 -0.3%
S
65
SignatureFD
Georgia
$56.8M +$3.08M +81,220 +6%
DADC
66
D.A. Davidson & Co
Montana
$56M +$1.21M +31,848 +2%
BUB
67
BBVA USA Bancshares
Texas
$53.5M -$1.13M -29,860 -2%
Creative Planning
68
Creative Planning
Kansas
$53.5M -$8.31M -219,496 -14%
PI
69
PHH Investments
Texas
$52.4M -$205K -5,416 -0.4%
BA
70
Boston Advisors
Massachusetts
$50.6M -$8.08M -213,396 -14%
RCIM
71
Red Cedar Investment Management
Michigan
$49.9M +$48.4M +1,278,632 New
HCC
72
Hirtle Callaghan & Co
Pennsylvania
$44.5M +$6.68M +176,296 +18%
NP
73
NorthRock Partners
Minnesota
$44M +$1.22M +32,164 +3%
FA
74
FDx Advisors
Illinois
$43.2M -$11.2M -295,804 -21%
IA
75
Independence Advisors
Pennsylvania
$42.3M +$396K +10,448 +1%

IWF Hedge Fund Activity: Q3 2018 in Review

989 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2018, worth a combined $29B — up 9.7% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IWF positions and 32 closed out — a net gain of 34 holders — while 317 added to existing stakes and 385 trimmed.

The largest buyer was Balentine LLC, adding an estimated $277M. The largest seller was TIAA FSB, cutting an estimated $276M.

  • 989 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2018, up from 960 in Q2 2018.
  • Funds reported $29B of iShares Russell 1000 Growth ETF stock for Q3 2018, up 9.7% quarter-over-quarter.
  • 66 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2018 and 32 closed out, a net change of +34 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2018 was Balentine LLC, an estimated $277M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2018 was TIAA FSB, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2018.