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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
OSNBOA
851
Old Second National Bank of Aurora
Illinois
$146K – – –
CTB
852
Country Trust Bank
Illinois
$145K – – –
SWMG
853
Signature Wealth Management Group
Georgia
$142K +$139K +4,232 New
POIA
854
Pin Oak Investment Advisors
Texas
$141K +$137K +4,188 New
PCA
855
Providence Capital Advisors
North Carolina
$140K +$137K +4,172 New
GEA
856
Glen Eagle Advisors
New Jersey
$139K -$2.62K -80 -2%
EWM
857
Edge Wealth Management
New York
$138K – – –
PR
858
Payden & Rygel
California
$135K – – –
SWM
859
SeaCrest Wealth Management
New York
$135K +$131K +3,996 New
LWCFA
860
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K -$5.24K -160 -4%
PCP
861
Proficio Capital Partners
Massachusetts
$131K – – –
AIP
862
Almanack Investment Partners
Pennsylvania
$125K – – –
AC
863
Avestar Capital
New York
$125K +$122K +3,728 New
BWP
864
Baldwin Wealth Partners
Massachusetts
$124K – – –
M
865
MOTCO
Texas
$115K – – –
BGC
866
Blue Granite Capital
South Carolina
$114K – – –
CPA
867
Clear Perspective Advisors
Illinois
$114K – – –
CP
868
Corbenic Partners
Pennsylvania
$112K -$47.6K -1,452 -30%
KJWM
869
Kiley Juergens Wealth Management
Washington
$108K +$105K +3,216 New
AFNAS
870
American Financial Network Advisory Services
California
$107K – – –
KF
871
Krilogy Financial
Missouri
$101K -$116K -3,544 -54%
WIM
872
Westside Investment Management
California
$98.7K – – –
BFEC
873
Benjamin F. Edwards & Company
Missouri
$98K – – –
TCM
874
TD Capital Management
Tennessee
$96K +$262 +8 +0.3%
AAP
875
Arax Advisory Partners
Colorado
$92K +$524 +16 +0.6%
33 34
35
36 37

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.