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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
VCM
751
Vigilant Capital Management
Maine
$409K
MWM
752
Meridian Wealth Management
Kentucky
$405K +$207K +5,876 +91%
MFC
753
Miramar Fiduciary Corp
Nevada
$405K +$437K +12,388 New
CM
754
Columbus Macro
Pennsylvania
$404K -$112K -3,180 -21%
HCM
755
Hollencrest Capital Management
California
$404K
FPGK
756
Financial Partners Group (Kansas)
Kansas
$402K -$1.68M -47,776 -80%
AAS
757
Avantax Advisory Services
Texas
$401K +$431K +12,236 New
ORI
758
Oak Ridge Investments
Illinois
$400K +$81.6K +2,316 +23%
TWA
759
TCI Wealth Advisors
Arizona
$399K +$36.2K +1,028 +9%
FCCM
760
First City Capital Management
Georgia
$397K
FC
761
Financial Consulate
Maryland
$396K -$9.59K -272 -2%
CCFCSB
762
Cape Cod Five Cents Savings Bank
Massachusetts
$395K
LIA
763
LS Investment Advisors
Michigan
$395K
CI
764
CX Institutional
Indiana
$395K +$426K +12,080 New
SG
765
StoneX Group
New York
$392K -$82.6K -2,344 -16%
SFSG
766
Stearns Financial Services Group
North Carolina
$384K +$282 +8 +0.1%
CA
767
Claro Advisors
Massachusetts
$383K +$347K +9,832 New
WA
768
Wealth Architects
California
$382K
PO
769
Private Ocean
California
$381K -$78.8K -2,236 -16%
SS
770
Sunbelt Securities
Texas
$380K -$1.13K -32 -0.3%
FIM
771
Fernwood Investment Management
Massachusetts
$379K -$24.4K -692 -6%
CCMG
772
Clark Capital Management Group
Pennsylvania
$376K +$185K +5,236 +84%
BSA
773
Braun Stacey Associates
New York
$370K -$239K -6,772 -37%
TCM
774
Twele Capital Management
Minnesota
$369K +$15.2K +432 +4%
NIA
775
Northstar Investment Advisors
Colorado
$365K

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.