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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
BIM
826
Bridgecreek Investment Management
Oklahoma
$204K
BWA
827
Burt Wealth Advisors
Maryland
$204K +$6.45K +184 +3%
BC
828
Burney Company
Virginia
$203K -$1.34M -38,256 -87%
OA
829
Oxbow Advisors
Texas
$201K +$207K +5,896 New
BTW
830
Boston Trust Walden
Massachusetts
$201K +$207K +5,900 New
FWM
831
FFT Wealth Management
Pennsylvania
$200K +$206K +5,880 New
ME
832
McIlrath & Eck
Washington
$194K -$1.4K -40 -0.7%
FNB
833
Farmers National Bank
Kentucky
$193K -$10.9K -312 -5%
BFEC
834
Benjamin F. Edwards & Company
Missouri
$181K +$84.6K +2,412 +83%
FRA
835
Front Row Advisors
California
$177K
JCM
836
Jacobi Capital Management
Pennsylvania
$177K +$151K +4,300 +413%
NPP
837
New Potomac Partners
Maryland
$173K
RFA
838
Reilly Financial Advisors
California
$169K
BC
839
Bartlett & Co
Ohio
$157K
BCWM
840
Bartlett & Co Wealth Management
Ohio
$157K +$161K +4,600 New
GI
841
Gradient Investments
Minnesota
$155K
ML
842
McAdam LLC
Pennsylvania
$155K +$160K +4,568 New
SWMG
843
Signature Wealth Management Group
Georgia
$148K +$4.07K +116 +3%
CTB
844
Country Trust Bank
Illinois
$147K
OSNBOA
845
Old Second National Bank of Aurora
Illinois
$147K
AOWM
846
Alpha Omega Wealth Management
Virginia
$142K -$28K -800 -16%
POIA
847
Pin Oak Investment Advisors
Texas
$142K
PCA
848
Providence Capital Advisors
North Carolina
$142K
GEA
849
Glen Eagle Advisors
New Jersey
$141K +$421 +12 +0.3%
EWM
850
Edge Wealth Management
New York
$140K

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.