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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
GI
826
Gradient Investments
Minnesota
$289K -$11.6K -328 -4%
IBOK
827
Independence Bank of Kentucky
Kentucky
$288K -$15.5K -440 -5%
PFO
828
Pathstone Family Office
New Jersey
$288K +$53.4K +1,516 +21%
PCA
829
Peddock Capital Advisors
Massachusetts
$287K -$21.2K -600 -6%
QAM
830
QCI Asset Management
New York
$286K +$240K +6,804 +350%
OFG
831
OmniStar Financial Group
North Carolina
$285K -$23.8K -676 -7%
FPCP
832
Fort Point Capital Partners
California
$284K
KCPG
833
Kavar Capital Partners Group
Kansas
$284K +$21.2K +600 +7%
BHB
834
Bank Hapoalim BM
Israel
$282K -$29.3K -832 -9%
RPGK
835
Retirement Planning Group (Kansas)
Kansas
$281K +$141 +4 +0%
EI
836
Ellevest Inc
New York
$281K +$303K +8,608 New
KPAG
837
KLS Professional Advisors Group
New York
$279K
W
838
Wealthquest
Ohio
$279K +$253K +7,176 New
HH
839
Hilltop Holdings
Texas
$277K -$2.82K -80 -0.9%
DBT
840
Dubuque Bank & Trust
Iowa
$277K
CIAS
841
Capital Investment Advisory Services
North Carolina
$277K +$27.8K +788 +10%
CW
842
CreativeOne Wealth
Kansas
$277K +$299K +8,484 New
AC
843
Abbrea Capital
California
$276K +$37.6K +1,068 +14%
RWP
844
RWA Wealth Partners
Massachusetts
$275K -$63.2K -1,792 -18%
FCB
845
First Command Bank
Texas
$275K -$14.8K -420 -5%
FCFS
846
First Command Financial Services
Texas
$275K -$14.8K -420 -5%
CG
847
CFO4Life Group
Texas
$275K
ODCM
848
Old Dominion Capital Management
Virginia
$275K
AIP
849
Ahrens Investment Partners
Louisiana
$273K
SCA
850
Sage Capital Advisors
South Dakota
$272K

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.