We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

948 hedge funds and large institutions have $26B invested in iShares Russell 1000 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 273 increasing their positions, 426 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

12.48% more ownership

Funds ownership: 257.95%270.43% (+12%)

0% less capital invested

Capital invested by funds: $26B → $26B (-$37.3M)

0% less funds holding

Funds holding: 950948 (-2)

3% less funds holding in top 10

Funds holding in top 10: 157153 (-4)

19% less call options, than puts

Call options by funds: $18.1M | Put options by funds: $22.5M

36% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 426

Holders
948
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
21.73%
Holding in Top 10
153
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.55%
% of All Funds
3.51%
New
62
Increased
273
Reduced
426
Closed
50
Calls
$18.1M
Puts
$22.5M
Net Calls
-$4.34M
Net Calls Change
+$65M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
801
Cambiar Investors
Colorado
$225K
VWM
802
Venturi Wealth Management
Texas
$225K
IIC
803
Ironwood Investment Counsel
Arizona
$223K -$53.8K -1,536 -19%
UWM
804
USAdvisors Wealth Management
Minnesota
$223K -$11.8K -336 -5%
ODG
805
O'Dell Group
Ohio
$223K +$140 +4 +0.1%
HFM
806
Hartford Financial Management
Connecticut
$223K +$561 +16 +0.2%
SCA
807
Stokes Capital Advisors
South Carolina
$222K -$83.7K -2,388 -27%
First Manhattan
808
First Manhattan
New York
$222K
FWM
809
Focused Wealth Management
New York
$220K -$1.24M -35,468 -85%
TWA
810
TCI Wealth Advisors
Arizona
$220K -$252K -7,188 -53%
LWM
811
Lyell Wealth Management
California
$220K -$2.66K -76 -1%
BEAM
812
Baker Ellis Asset Management
Washington
$219K
IC
813
Inverness Counsel
New York
$218K
FDCDDQ
814
Federation des caisses Desjardins du Quebec
Quebec, Canada
$218K
FMW
815
Farr Miller & Washington
District of Columbia
$217K -$31.1K -888 -12%
MGIA
816
Matthew Goff Investment Advisor
Texas
$217K +$224K +6,376 New
PWW
817
Pettyjohn Wood & White
Virginia
$216K -$42.1K -1,200 -16%
KCM
818
Kendall Capital Management
Maryland
$216K
GFP
819
Gryphon Financial Partners
Ohio
$215K
PCM
820
Pointe Capital Management
Michigan
$215K
NEPPG
821
New England Professional Planning Group
Rhode Island
$211K
TCM
822
Telos Capital Management
California
$211K
VHAM
823
Van Hulzen Asset Management
California
$208K +$214K +6,100 New
OFG
824
OmniStar Financial Group
North Carolina
$205K +$1.26K +36 +0.6%
PAG
825
Pinnacle Advisory Group
Maryland
$204K -$1.74M -49,508 -89%

IWF Hedge Fund Activity: Q1 2018 in Review

948 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2018, worth a combined $26B — down 0.14% from $26B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IWF positions and 50 closed out — a net gain of 12 holders — while 273 added to existing stakes and 426 trimmed.

The largest buyer was STALEY CAPITAL ADVISERS, adding an estimated $823M. The largest seller was Wells Fargo, cutting an estimated $80.7M.

  • 948 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2018, down from 950 in Q4 2017.
  • Funds reported $26B of iShares Russell 1000 Growth ETF stock for Q1 2018, down 0.14% quarter-over-quarter.
  • 62 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2018 and 50 closed out, a net change of +12 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2018 was STALEY CAPITAL ADVISERS, an estimated $823M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2018 was Wells Fargo, an estimated $80.7M sold.

Based on aggregated 13F filings for Q1 2018.