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iShares Russell 1000 Growth ETF
IWF

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: 132 → 157 (+25)

16% more funds holding

Funds holding: 816 → 950 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$199M
2
B
Barings
North Carolina
+$93.3M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$42.7M
4
Wells Fargo
Wells Fargo
California
+$34.5M
5
TCIM
TIAA CREF Investment Management
New York
+$26.2M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$108M
2
USAA
United Services Automobile Association
Texas
-$94.3M
3
BL
Balentine LLC
Georgia
-$90.5M
4
PPA
Parametric Portfolio Associates
Washington
-$71.8M
5
BlackRock
BlackRock
New York
-$47.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
801
Dynamic Advisor Solutions
Arizona
$244K +$238K +7,248 New
BA
802
Bristlecone Advisors
Washington
$242K +$235K +7,180 New
DJSG
803
D.J. St. Germain
Massachusetts
$241K -$14.3K -436 -6%
LNB
804
Ledyard National Bank
$239K – – –
FFW
805
Fusion Family Wealth
New York
$238K – – –
GHA
806
GW Henssler & Associates
Georgia
$236K – – –
RWMH
807
Riverpoint Wealth Management Holdings
Illinois
$236K – – –
SCM
808
Schnieders Capital Management
California
$235K +$228K +6,964 New
CCMG
809
Clark Capital Management Group
Pennsylvania
$235K +$228K +6,968 New
WAM
810
Weatherly Asset Management
California
$233K – – –
THWM
811
Taylor Hoffman Wealth Management
Virginia
$232K +$225K +6,876 New
UWM
812
USAdvisors Wealth Management
Minnesota
$232K +$226K +6,900 New
WSCM
813
Wellington Shields Capital Management
New York
$231K – – –
HFA
814
Huber Financial Advisors
Illinois
$229K +$223K +6,804 New
VWM
815
Venturi Wealth Management
Texas
$223K -$9.57K -292 -4%
AC
816
Abbrea Capital
California
$222K – – –
CI
817
Cambiar Investors
Colorado
$222K – – –
LWM
818
Lyell Wealth Management
California
$221K – – –
First Manhattan
819
First Manhattan
New York
$220K -$15.7K -480 -7%
ODG
820
O'Dell Group
Ohio
$220K -$11.7K -356 -5%
HFM
821
Hartford Financial Management
Connecticut
$220K +$1.05K +32 +0.5%
SFP
822
Shepherd Financial Partners
Massachusetts
$220K +$214K +6,520 New
AIFS
823
A&I Financial Services
Colorado
$217K +$211K +6,448 New
BEAM
824
Baker Ellis Asset Management
Washington
$216K – – –
FDCDDQ
825
Federation des caisses Desjardins du Quebec
Quebec, Canada
$215K +$210K +6,400 New
31 32
33
34 35

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.