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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
SI
51
Stephens Inc
Arkansas
$68.9M +$4.71M +133,632 +7%
MML Investors Services
52
MML Investors Services
Massachusetts
$68.6M +$1.76M +49,804 +2%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$66.9M +$4.29M +121,596 +6%
SAM
54
Silvercrest Asset Management
New York
$63.2M +$2.89M +81,868 +4%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$59.7M +$2.27M +64,316 +4%
Prudential Financial
56
Prudential Financial
New Jersey
$59.2M +$632K +17,928 +1%
CFB
57
Cullen/Frost Bankers
Texas
$58.6M +$40.6K +1,152 +0.1%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$58.2M -$80.2K -2,276 -0.1%
SWPG
59
Strategic Wealth Partners Group
Illinois
$58.1M +$4.84M +137,372 +8%
BC
60
Brinker Capital
Pennsylvania
$56.3M -$15.5M -439,788 -20%
CL
61
Choreo LLC
Illinois
$54.7M -$2.81M -79,796 -5%
OC
62
Oakworth Capital
Alabama
$54.6M +$1.59M +44,984 +3%
American Century Companies
63
American Century Companies
Missouri
$54.2M +$29.5M +837,584 +102%
FBFS
64
First Business Financial Services
Wisconsin
$51.5M +$1.01M +28,688 +2%
MG
65
Mather Group
Illinois
$50.6M -$1.83M -51,968 -3%
BIM
66
Bridges Investment Management
Nebraska
$50.2M +$2.35M +66,772 +5%
DADC
67
D.A. Davidson & Co
Montana
$48.1M +$1.18M +33,444 +2%
Creative Planning
68
Creative Planning
Kansas
$46M +$1.15M +32,748 +2%
PAG
69
Private Advisor Group
New Jersey
$45.6M +$11M +311,800 +29%
BMM
70
Berkshire Money Management
Massachusetts
$44.1M -$22.3M -631,876 -32%
BUB
71
BBVA USA Bancshares
Texas
$43.5M -$1.53M -43,308 -3%
RCIM
72
Red Cedar Investment Management
Michigan
$42.1M +$283K +8,020 +0.6%
Comerica Bank
73
Comerica Bank
Texas
$41M +$3.26M +92,404 +8%
FA
74
FDx Advisors
Illinois
$38.6M +$2.61M +73,964 +7%
NP
75
NorthRock Partners
Minnesota
$36.4M -$452K -12,816 -1%

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.