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iShares Russell 1000 Growth ETF
IWF

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: 948 → 960 (+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: 153 → 147 (-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

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$207M
2
Bank of America
Bank of America
North Carolina
+$192M
3
CWM
Cornerstone Wealth Management
Missouri
+$75.9M
4
TF
TIAA FSB
Florida
+$69.5M
5
American Century Companies
American Century Companies
Missouri
+$50.4M

Top Sellers

1
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$828M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$667M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$135M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$77.5M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$76.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
776
Abbrea Capital
California
$265K – – –
SFP
777
Shepherd Financial Partners
Massachusetts
$265K – – –
CCM
778
Carlson Capital Management
Minnesota
$263K – – –
CTA
779
Colonial Trust Advisors
South Carolina
$263K – – –
PFO
780
Pathstone Family Office
New Jersey
$260K – – –
CWM
781
Chesapeake Wealth Management
Virginia
$257K -$32.9K -932 -12%
SFG
782
SNS Financial Group
Minnesota
$257K – – –
LNB
783
Ledyard National Bank
$255K – – –
RWMH
784
Riverpoint Wealth Management Holdings
Illinois
$252K – – –
BP
785
BBR Partners
New York
$252K +$247K +7,000 New
SCA
786
Stuart Chaussee & Associates
California
$252K +$247K +7,000 New
VWM
787
Venturi Wealth Management
Texas
$251K – – –
ACP
788
Aviance Capital Partners
Florida
$251K +$247K +6,996 New
CWM
789
Circle Wealth Management
New Jersey
$250K – – –
SCM
790
Schnieders Capital Management
California
$250K – – –
FMII
791
Farmers & Merchants Investments Inc
Nebraska
$248K – – –
ECM
792
Evergreen Capital Management
Washington
$247K -$60.4K -1,712 -20%
THWM
793
Taylor Hoffman Wealth Management
Virginia
$247K – – –
GFP
794
Gryphon Financial Partners
Ohio
$246K +$17.6K +500 +8%
FMBTD
795
First Midwest Bank Trust Division
Illinois
$246K +$241K +6,840 New
DJSG
796
D.J. St. Germain
Massachusetts
$244K -$12.3K -348 -5%
IIC
797
Ironwood Investment Counsel
Arizona
$243K +$7.06K +200 +3%
HFA
798
Huber Financial Advisors
Illinois
$242K – – –
WAM
799
Weatherly Asset Management
California
$241K – – –
ZIM
800
Zacks Investment Management
Illinois
$240K +$235K +6,668 New
30 31
32
33 34

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.