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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
SIA
826
Starfire Investment Advisers
Michigan
$213K -$3.83M -117,004 -95%
PCM
827
Pointe Capital Management
Michigan
$213K -$23.6K -720 -10%
NEPPG
828
New England Professional Planning Group
Rhode Island
$213K +$203K +6,188 New
GFP
829
Gryphon Financial Partners
Ohio
$213K +$208K +6,332 New
KCM
830
Kendall Capital Management
Maryland
$213K +$208K +6,340 New
GCA
831
Greenwood Capital Associates
South Carolina
$211K +$206K +6,272 New
TCM
832
Telos Capital Management
California
$209K +$203K +6,188 New
STA
833
Summit Trail Advisors
New York
$209K +$203K +6,196 New
SAM
834
Sequent Asset Management
Texas
$207K +$202K +6,160 New
FI
835
FormulaFolio Investments
Michigan
$204K +$198K +6,048 New
MWM
836
Meridian Wealth Management
Kentucky
$203K – – –
FPCP
837
Fort Point Capital Partners
California
$203K +$198K +6,036 New
OMC
838
Old Mission Capital
Illinois
$202K -$1.11M -33,964 -85%
FNB
839
Farmers National Bank
Kentucky
$202K – – –
BIM
840
Bridgecreek Investment Management
Oklahoma
$202K +$197K +6,000 New
OFG
841
OmniStar Financial Group
North Carolina
$202K +$197K +6,016 New
BWA
842
Burt Wealth Advisors
Maryland
$195K – – –
ME
843
McIlrath & Eck
Washington
$193K +$188K +5,744 New
CG
844
Cutler Group
California
$175K +$170K +5,200 New
FRA
845
Front Row Advisors
California
$175K +$170K +5,200 New
NPP
846
New Potomac Partners
Maryland
$171K +$166K +5,080 New
RFA
847
Reilly Financial Advisors
California
$167K -$30.5K -932 -16%
AOWM
848
Alpha Omega Wealth Management
Virginia
$167K – – –
BC
849
Bartlett & Co
Ohio
$155K – – –
GI
850
Gradient Investments
Minnesota
$154K +$149K +4,560 New
32 33
34
35 36

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.