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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
PWW
826
Pettyjohn Wood & White
Virginia
$247K – – –
UWM
827
USAdvisors Wealth Management
Minnesota
$246K – – –
EFS
828
Essex Financial Services
Connecticut
$246K +$17K +448 +8%
MGIA
829
Matthew Goff Investment Advisor
Texas
$246K +$239K +6,308 New
KA
830
Kovack Advisors
Florida
$245K +$238K +6,284 New
CCMG
831
Clark Capital Management Group
Pennsylvania
$244K +$237K +6,264 New
SC
832
Stratford Consulting
Texas
$243K -$155K -4,080 -40%
HPWM
833
Highland Private Wealth Management
Washington
$243K – – –
SCA
834
Stokes Capital Advisors
South Carolina
$242K -$4.54K -120 -2%
GFP
835
Gryphon Financial Partners
Ohio
$241K -$24.7K -652 -10%
SAM
836
Sequent Asset Management
Texas
$240K – – –
FMW
837
Farr Miller & Washington
District of Columbia
$238K -$10.3K -272 -4%
BIM
838
Bridgecreek Investment Management
Oklahoma
$234K – – –
PAG
839
Pinnacle Advisory Group
Maryland
$234K +$227K +6,000 New
BC
840
Burney Company
Virginia
$233K -$891K -23,540 -80%
BWA
841
Burt Wealth Advisors
Maryland
$233K – – –
LCM
842
Logan Capital Management
Pennsylvania
$231K – – –
BTW
843
Boston Trust Walden
Massachusetts
$230K – – –
OA
844
Oxbow Advisors
Texas
$229K -$303 -8 -0.1%
FWM
845
FFT Wealth Management
Pennsylvania
$229K – – –
JCM
846
Jacobi Capital Management
Pennsylvania
$229K +$7.57K +200 +4%
LP
847
LGL Partners
Pennsylvania
$228K +$606 +16 +0.3%
ALIONA
848
Allianz Life Insurance of North America
Minnesota
$227K +$220K +5,816 New
First Manhattan
849
First Manhattan
New York
$224K -$23.6K -624 -10%
SBIA
850
Sheaff Brock Investment Advisors
Indiana
$224K +$217K +5,736 New
32 33
34
35 36

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.