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iShares Russell 1000 Growth ETF
IWF

989 hedge funds and large institutions have $29B invested in iShares Russell 1000 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 317 increasing their positions, 385 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

27% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $42.1M

10% more capital invested

Capital invested by funds: $26.4B → $29B (+$2.56B)

5.74% more ownership

Funds ownership: 253.16% → 258.9% (+5.7%)

3% more funds holding

Funds holding: 960 → 989 (+29)

1% less funds holding in top 10

Funds holding in top 10: 147 → 146 (-1)

18% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 385

Holders
989
Holders Change
+29
Holders Change %
+3.02%
% of All Funds
22.61%
Holding in Top 10
146
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
3.34%
New
66
Increased
317
Reduced
385
Closed
32
Calls
$53.4M
Puts
$42.1M
Net Calls
+$11.4M
Net Calls Change
+$81.4M

Top Buyers

Rank Fund Capital Flow
1
BL
Balentine LLC
Georgia
+$277M
2
N
Nuveen
North Carolina
+$255M
3
PPA
Parametric Portfolio Associates
Washington
+$157M
4
Bank of America
Bank of America
North Carolina
+$106M
5
CS
Credit Suisse
Switzerland
+$62M

Top Sellers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
-$276M
2
FCI
Financial Counselors Inc
Kansas
-$222M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$181M
4
TCIM
TIAA CREF Investment Management
New York
-$137M
5
NA
NextCapital Advisers
Illinois
-$64.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
801
Stuart Chaussee & Associates
California
$273K – – –
RFA
802
Reilly Financial Advisors
California
$273K +$79.7K +2,104 +43%
SCM
803
Schnieders Capital Management
California
$272K – – –
CWM
804
Circle Wealth Management
New Jersey
$272K +$757 +20 +0.3%
RWM
805
Rezny Wealth Management
Florida
$270K -$67.3K -1,776 -20%
ECM
806
Evergreen Capital Management
Washington
$268K – – –
THWM
807
Taylor Hoffman Wealth Management
Virginia
$268K – – –
DJSG
808
D.J. St. Germain
Massachusetts
$265K – – –
IIC
809
Ironwood Investment Counsel
Arizona
$264K – – –
SFP
810
Shepherd Financial Partners
Massachusetts
$264K – – –
OWM
811
Orgel Wealth Management
Wisconsin
$263K -$29.2K -772 -10%
HFA
812
Huber Financial Advisors
Illinois
$263K +$151 +4 +0.1%
W
813
Wealthfront
California
$261K -$141K -3,732 -36%
WAM
814
Weatherly Asset Management
California
$261K – – –
VWM
815
Venturi Wealth Management
Texas
$259K – – –
CI
816
Cambiar Investors
Colorado
$257K – – –
HFM
817
Hartford Financial Management
Connecticut
$256K – – –
ODG
818
O'Dell Group
Ohio
$256K +$454 +12 +0.2%
WSCM
819
Wellington Shields Capital Management
New York
$255K – – –
BA
820
Bristlecone Advisors
Washington
$254K – – –
MWM
821
Meridian Wealth Management
Kentucky
$253K -$231K -6,088 -48%
LWM
822
Lyell Wealth Management
California
$253K – – –
FMII
823
Farmers & Merchants Investments Inc
Nebraska
$252K -$16.5K -436 -6%
BEAM
824
Baker Ellis Asset Management
Washington
$250K – – –
IC
825
Inverness Counsel
New York
$250K – – –
31 32
33
34 35

IWF Hedge Fund Activity: Q3 2018 in Review

989 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2018, worth a combined $29B — up 9.7% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IWF positions and 32 closed out — a net gain of 34 holders — while 317 added to existing stakes and 385 trimmed.

The largest buyer was Balentine LLC, adding an estimated $277M. The largest seller was TIAA FSB, cutting an estimated $276M.

  • 989 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2018, up from 960 in Q2 2018.
  • Funds reported $29B of iShares Russell 1000 Growth ETF stock for Q3 2018, up 9.7% quarter-over-quarter.
  • 66 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2018 and 32 closed out, a net change of +34 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2018 was Balentine LLC, an estimated $277M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2018 was TIAA FSB, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2018.