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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
HA
726
Harfst & Associates
Wyoming
$451K +$13K +368 +3%
CPIG
727
Chicago Partners Investment Group
Illinois
$449K +$1.55K +44 +0.3%
B
728
Bridgeworth
Alabama
$449K +$110K +3,120 +29%
MSA
729
Marino Stram & Associates
Massachusetts
$448K -$77.7K -2,204 -14%
KC
730
Kingfisher Capital
North Carolina
$447K +$2.82K +80 +0.6%
BA
731
Ballew Advisors
Mississippi
$445K -$2.96K -84 -0.7%
PL
732
Plancorp LLC
Missouri
$441K
HAC
733
Harbor Advisory Corp
New Hampshire
$439K
BWM
734
Baystate Wealth Management
Massachusetts
$438K -$176K -4,996 -29%
FHA
735
Flagship Harbor Advisors
Massachusetts
$436K -$115K -3,260 -20%
CT
736
Cambridge Trust
Massachusetts
$436K
TW
737
TrinityPoint Wealth
Connecticut
$436K +$470K +13,332 New
MA
738
Mutual Advisors
Nebraska
$433K -$126K -3,564 -21%
RI
739
Ridgewood Investments
New Jersey
$433K
GC
740
Grimes & Company
Massachusetts
$430K
AIM
741
Aspen Investment Management
Michigan
$429K -$159K -4,524 -26%
QCM
742
Quadrant Capital Management
New Jersey
$429K
RMCM
743
Reynders McVeigh Capital Management
Massachusetts
$428K +$54.6K +1,548 +13%
TPWA
744
TRUE Private Wealth Advisors
Oregon
$419K +$16.1K +456 +4%
NFG
745
Next Financial Group
Texas
$419K +$26.4K +748 +6%
WC
746
Whitnell & Co
Illinois
$419K +$159K +4,500 +54%
OWM
747
Orgel Wealth Management
Wisconsin
$418K +$213K +6,036 +90%
PFGIA
748
Patriot Financial Group Insurance Agency
Massachusetts
$416K -$28.2K -800 -6%
RMAM
749
Raab & Moskowitz Asset Management
New Jersey
$411K +$141 +4 +0%
RM
750
Resource Management
Louisiana
$409K

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.