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iShares Russell 1000 Growth ETF

950 hedge funds and large institutions have $26B invested in iShares Russell 1000 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 291 increasing their positions, 329 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 32

19% more funds holding in top 10

Funds holding in top 10: 132157 (+25)

16% more funds holding

Funds holding: 816950 (+134)

9% more capital invested

Capital invested by funds: $23.9B → $26B (+$2.14B)

2.25% less ownership

Funds ownership: 260.21%257.95% (-2.3%)

12% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 329

78% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $88.7M

Holders
950
Holders Change
+134
Holders Change %
+16.42%
% of All Funds
21.55%
Holding in Top 10
157
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+18.94%
% of All Funds
3.56%
New
172
Increased
291
Reduced
329
Closed
32
Calls
$19.3M
Puts
$88.7M
Net Calls
-$69.4M
Net Calls Change
-$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
776
Ironwood Investment Counsel
Arizona
$273K +$11.1K +340 +4%
AIA
777
Armor Investment Advisors
North Carolina
$272K
FMII
778
Farmers & Merchants Investments Inc
Nebraska
$271K -$19.7K -600 -7%
KWMG
779
King Wealth Management Group
Florida
$271K
MMA
780
Miracle Mile Advisors
California
$271K +$28.2K +860 +12%
FCAG
781
First Capital Advisors Group
New Jersey
$268K -$17.6K -536 -6%
SWM
782
SVA Wealth Management
Wisconsin
$268K -$8.52K -260 -3%
JFA
783
JNBA Financial Advisors
Minnesota
$268K
SPWA
784
SteelBridge Private Wealth Advisors
Florida
$266K +$39.9K +1,216 +18%
FBA
785
Front Barnett Associates
Illinois
$264K -$70.7K -2,156 -22%
KCPG
786
Kavar Capital Partners Group
Kansas
$264K
WC
787
Whitnell & Co
Illinois
$264K
HCM
788
Hilton Capital Management
New York
$263K
TBA
789
Train Babcock Advisors
New York
$257K +$251K +7,644 New
GC
790
Gibson Capital
Pennsylvania
$256K
PWW
791
Pettyjohn Wood & White
Virginia
$254K -$6.95K -212 -3%
BII
792
Bainco International Investors
Massachusetts
$254K
Millennium Management
793
Millennium Management
New York
$249K -$804K -24,524 -77%
STMM
794
South Texas Money Management
Texas
$249K +$26.4K +804 +12%
SFG
795
SNS Financial Group
Minnesota
$248K +$29.2K +892 +14%
CCM
796
Carlson Capital Management
Minnesota
$246K
BHA
797
Beech Hill Advisors
New York
$246K +$131 +4 +0.1%
CTA
798
Colonial Trust Advisors
South Carolina
$246K +$4.46K +136 +2%
FMW
799
Farr Miller & Washington
District of Columbia
$244K -$7.87K -240 -3%
ATC
800
Adirondack Trust Company
New York
$244K +$30.8K +940 +15%

IWF Hedge Fund Activity: Q4 2017 in Review

950 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2017, worth a combined $26B — up 9% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new IWF positions and 32 closed out — a net gain of 140 holders — while 291 added to existing stakes and 329 trimmed.

The largest buyer was Bank of America, adding an estimated $199M. The largest seller was AssetMark Inc, cutting an estimated $108M.

  • 950 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2017, up from 816 in Q3 2017.
  • Funds reported $26B of iShares Russell 1000 Growth ETF stock for Q4 2017, up 9% quarter-over-quarter.
  • 172 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2017 and 32 closed out, a net change of +140 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2017 was Bank of America, an estimated $199M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2017 was AssetMark Inc, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2017.