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iShares Russell 1000 Growth ETF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153147 (-6)

17.27% less ownership

Funds ownership: 270.43%253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
751
MainStreet Investment Advisors
Illinois
$293K -$21.2K -600 -7%
GHA
752
GW Henssler & Associates
Georgia
$293K +$40K +1,132 +16%
CCA
753
Clearwater Capital Advisors
Illinois
$291K -$2.68K -76 -0.9%
KCPG
754
Kavar Capital Partners Group
Kansas
$291K +$9.18K +260 +3%
AIA
755
Armor Investment Advisors
North Carolina
$290K
STMM
756
South Texas Money Management
Texas
$290K +$24K +680 +9%
KWMG
757
King Wealth Management Group
Florida
$289K
RT
758
Rockland Trust
Massachusetts
$288K
SA
759
Sicart Associates
New York
$288K +$282K +8,000 New
DCP
760
DSM Capital Partners
Florida
$287K -$24.7K -700 -8%
SWM
761
SVA Wealth Management
Wisconsin
$286K -$9.18K -260 -3%
PCM
762
Pointe Capital Management
Michigan
$285K +$56.5K +1,600 +25%
KLI
763
Kelman-Lazarov Inc
Tennessee
$281K -$25.4K -720 -8%
FBA
764
Front Barnett Associates
Illinois
$279K -$1.13K -32 -0.4%
GC
765
Gibson Capital
Pennsylvania
$276K
FPCP
766
Fort Point Capital Partners
California
$276K +$706 +20 +0.3%
Marshall Wace
767
Marshall Wace
United Kingdom
$272K +$267K +7,556 New
JFA
768
JNBA Financial Advisors
Minnesota
$271K
OWM
769
Orgel Wealth Management
Wisconsin
$270K -$60.1K -1,704 -18%
BIA
770
Bigelow Investment Advisors
Maine
$270K -$45.6K -1,292 -15%
BRWA
771
B. Riley Wealth Advisors
Florida
$270K -$4.24K -120 -2%
BII
772
Bainco International Investors
Massachusetts
$268K
DPA
773
Delphi Private Advisors
California
$267K
SCA
774
Snowden Capital Advisors
New York
$266K +$7.06K +200 +3%
CIAS
775
Capital Investment Advisory Services
North Carolina
$265K -$4.66K -132 -2%

IWF Hedge Fund Activity: Q2 2018 in Review

960 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2018, worth a combined $26.4B — up 1.8% from $26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWF positions and 40 closed out — a net gain of 20 holders — while 293 added to existing stakes and 380 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $207M. The largest seller was STALEY CAPITAL ADVISERS, cutting an estimated $828M.

  • 960 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2018, up from 948 in Q1 2018.
  • Funds reported $26.4B of iShares Russell 1000 Growth ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 60 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2018 and 40 closed out, a net change of +20 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $207M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2018 was STALEY CAPITAL ADVISERS, an estimated $828M sold.

Based on aggregated 13F filings for Q2 2018.