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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
FSC
776
Full Sail Capital
Oklahoma
$357K +$384K +10,904 New
WAM
777
Wolverine Asset Management
Illinois
$356K -$13.8M -391,348 -97%
NFG
778
Nations Financial Group
Iowa
$353K +$38.4K +1,088 +11%
RFM
779
Royal Fund Management
Florida
$352K -$1.69K -48 -0.4%
LF
780
Lee Financial
Texas
$352K
SHGA
781
Sand Hill Global Advisors
California
$352K +$380K +10,768 New
AIM
782
Allen Investment Management
New York
$350K
GP
783
Geneva Partners
Wisconsin
$349K -$21.6K -612 -5%
MFS
784
McNamara Financial Services
Massachusetts
$348K
ACI
785
Alpha Cubed Investments
California
$347K -$159K -4,524 -30%
PIA
786
Peachtree Investment Advisors
Georgia
$346K
PWAC
787
Private Wealth Advisors (California)
California
$343K +$369K +10,476 New
BW
788
Biegel & Waller
Maryland
$342K +$88.1K +2,500 +31%
CBFP
789
Cedar Brook Financial Partners
Ohio
$341K +$367K +10,408 New
WP
790
WealthSource Partners
California
$338K -$104K -2,936 -22%
PA
791
PFG Advisors
Arizona
$338K +$13.1K +372 +4%
KFC
792
Klingenstein Fields & Co
New York
$336K -$37.5K -1,064 -9%
TCM
793
Tran Capital Management
California
$334K +$360K +10,216 New
MFM
794
Mirsky Financial Management
New York
$328K +$353K +10,020 New
EFSCE
795
Enterprise Financial Services Corp (EFSC)
Missouri
$326K -$145K -4,108 -29%
WAM
796
Weatherly Asset Management
California
$326K +$116K +3,284 +49%
NCM
797
Northwest Capital Management
Oregon
$324K +$141 +4 +0%
PCMK
798
Paragon Capital Management (Kansas)
Kansas
$323K
RW
799
REDW Wealth
New Mexico
$323K +$16.4K +464 +5%
SBL
800
Sargent Bickham Lagudis
Colorado
$320K +$1.27K +36 +0.4%

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.