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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
OA
751
Outfitter Advisors
Virginia
$286K
SPWA
752
SteelBridge Private Wealth Advisors
Florida
$284K +$15.3K +436 +6%
W
753
Wealthfront
California
$283K -$167K -4,768 -36%
SCA
754
Sage Capital Advisors
South Dakota
$283K
TL
755
TrueWealth LLC
Georgia
$282K +$291K +8,292 New
AIP
756
Ahrens Investment Partners
Louisiana
$279K
CCA
757
Clearwater Capital Advisors
Illinois
$278K
CAM
758
Congress Asset Management
Massachusetts
$277K -$481K -13,720 -63%
CWM
759
Chesapeake Wealth Management
Virginia
$275K +$283K +8,072 New
AIA
760
Armor Investment Advisors
North Carolina
$274K
KWMG
761
King Wealth Management Group
Florida
$274K
SXL
762
Summit X LLC
Missouri
$273K +$281K +8,008 New
RT
763
Rockland Trust
Massachusetts
$272K -$44.7K -1,276 -14%
FCAG
764
First Capital Advisors Group
New Jersey
$271K
MPPLM
765
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$269K -$2.42M -69,036 -90%
FBA
766
Front Barnett Associates
Illinois
$266K -$1.4K -40 -0.5%
KCPG
767
Kavar Capital Partners Group
Kansas
$266K
FAM
768
Fred Alger Management
New York
$261K -$1.54M -43,976 -85%
GC
769
Gibson Capital
Pennsylvania
$261K
WSCM
770
Wellington Shields Capital Management
New York
$261K +$28.3K +808 +12%
FPCP
771
Fort Point Capital Partners
California
$261K +$57.1K +1,628 +27%
BRWA
772
B. Riley Wealth Advisors
Florida
$259K -$26.4K -752 -9%
JFA
773
JNBA Financial Advisors
Minnesota
$257K -$14.7K -420 -5%
SWM
774
SVA Wealth Management
Wisconsin
$257K +$9.11K +260 +3%
CIAS
775
Capital Investment Advisory Services
North Carolina
$255K +$263K +7,504 New

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.