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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
ME
801
McIlrath & Eck
Washington
$318K +$11.8K +336 +4%
HCM
802
Harvest Capital Management
New Hampshire
$315K
TL
803
TrueWealth LLC
Georgia
$311K
SWM
804
SVA Wealth Management
Wisconsin
$310K +$34.4K +976 +11%
VWM
805
Venturi Wealth Management
Texas
$309K +$110K +3,124 +47%
BOTW
806
Bank of the West
California
$306K
SFP
807
Shepherd Financial Partners
Massachusetts
$303K +$66.6K +1,888 +26%
SA
808
Strategic Advisors
New York
$301K -$71.1K -2,016 -18%
SWM
809
Stockman Wealth Management
Montana
$301K
CM
810
Cornerstone Management
Georgia
$301K -$109K -3,100 -25%
SSWM
811
Smith Salley Wealth Management
North Carolina
$300K +$47.2K +1,340 +17%
BIC
812
Beach Investment Counsel
Pennsylvania
$299K
BC
813
Bartlett & Co
Ohio
$299K +$159K +4,524 +98%
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
$299K -$105K -2,992 -25%
BCWM
815
Bartlett & Co Wealth Management
Ohio
$299K +$159K +4,524 +98%
RWA
816
RGT Wealth Advisors
Texas
$298K -$25.9K -736 -7%
RFWA
817
RPg Family Wealth Advisory
Massachusetts
$297K +$320K +9,072 New
LWAC
818
Laurel Wealth Advisors (California)
California
$296K
APP
819
Avantax Planning Partners
Iowa
$294K
ATC
820
Adirondack Trust Company
New York
$293K -$14.7K -416 -4%
MMA
821
Miracle Mile Advisors
California
$293K
VC
822
Vestor Capital
Illinois
$292K
MA
823
MCF Advisors
Kentucky
$292K +$18.3K +520 +6%
CCI
824
Columbus Circle Investors
$292K +$315K +8,936 New
AWM
825
Avondale Wealth Management
Texas
$290K

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.