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iShares Russell 1000 Growth ETF
IWF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948 → 960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153 → 147 (-6)

17.27% less ownership

Funds ownership: 270.43% → 253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$207M
2
Bank of America
Bank of America
North Carolina
+$192M
3
CWM
Cornerstone Wealth Management
Missouri
+$75.9M
4
TF
TIAA FSB
Florida
+$69.5M
5
American Century Companies
American Century Companies
Missouri
+$50.4M

Top Sellers

1
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$828M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$667M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$135M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$77.5M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$76.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
826
Logan Capital Management
Pennsylvania
$213K -$510K -14,436 -71%
BTW
827
Boston Trust Walden
Massachusetts
$212K – – –
EFS
828
Essex Financial Services
Connecticut
$211K -$557K -15,792 -73%
OA
829
Oxbow Advisors
Texas
$211K -$988 -28 -0.5%
FWM
830
FFT Wealth Management
Pennsylvania
$211K – – –
LP
831
LGL Partners
Pennsylvania
$210K -$4.28M -121,116 -95%
CCT
832
Chemung Canal Trust
New York
$209K +$205K +5,808 New
BW
833
Biegel & Waller
Maryland
$209K +$205K +5,812 New
VST
834
Van Strum & Towne
California
$205K +$201K +5,704 New
WCM
835
Weatherstone Capital Management
Colorado
$205K +$202K +5,712 New
FNB
836
Farmers National Bank
Kentucky
$204K – – –
JCM
837
Jacobi Capital Management
Pennsylvania
$204K +$11.6K +328 +6%
JIP
838
Jaffetilchin Investment Partners
Florida
$203K -$1.13M -32,084 -85%
FWCM
839
Ferguson Wellman Capital Management
Oregon
$202K +$198K +5,616 New
AIP
840
ARS Investment Partners
New York
$200K -$41.2K -1,168 -17%
NA
841
Neuburgh Advisers
California
$196K +$192K +5,440 New
NPP
842
New Potomac Partners
Maryland
$183K – – –
RFA
843
Reilly Financial Advisors
California
$176K -$2.4K -68 -1%
ClearBridge Investments
844
ClearBridge Investments
New York
$174K +$77.2K +2,188 +83%
AOWM
845
Alpha Omega Wealth Management
Virginia
$171K +$20.8K +588 +14%
BCWM
846
Bartlett & Co Wealth Management
Ohio
$165K – – –
BC
847
Bartlett & Co
Ohio
$165K – – –
ML
848
McAdam LLC
Pennsylvania
$164K – – –
FCM
849
Flinton Capital Management
Pennsylvania
$161K +$158K +4,480 New
OSNBOA
850
Old Second National Bank of Aurora
Illinois
$156K – – –
32 33
34
35 36

IWF Hedge Fund Activity: Q2 2018 in Review

960 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2018, worth a combined $26.4B — up 1.8% from $26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWF positions and 40 closed out — a net gain of 20 holders — while 293 added to existing stakes and 380 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $207M. The largest seller was STALEY CAPITAL ADVISERS, cutting an estimated $828M.

  • 960 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2018, up from 948 in Q1 2018.
  • Funds reported $26.4B of iShares Russell 1000 Growth ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 60 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2018 and 40 closed out, a net change of +20 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $207M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2018 was STALEY CAPITAL ADVISERS, an estimated $828M sold.

Based on aggregated 13F filings for Q2 2018.