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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
PR
851
Payden & Rygel
California
$136K
PCP
852
Proficio Capital Partners
Massachusetts
$133K
LWCFA
853
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$132K
SWM
854
SeaCrest Wealth Management
New York
$126K -$9.81K -280 -7%
AIP
855
Almanack Investment Partners
Pennsylvania
$126K
AC
856
Avestar Capital
New York
$126K
BWP
857
Baldwin Wealth Partners
Massachusetts
$125K
TCOV
858
Trust Company of Vermont
Vermont
$124K +$81.6K +2,328 +177%
M
859
MOTCO
Texas
$117K
CPA
860
Clear Perspective Advisors
Illinois
$116K
KF
861
Krilogy Financial
Missouri
$102K
TCM
862
TD Capital Management
Tennessee
$98K +$280 +8 +0.3%
FFW
863
Fusion Family Wealth
New York
$96K -$149K -4,240 -60%
JAM
864
Jolley Asset Management
North Carolina
$95K +$77.4K +2,208 +373%
WIM
865
Westside Investment Management
California
$94K
AAP
866
Arax Advisory Partners
Colorado
$93K +$280 +8 +0.3%
ClearBridge Investments
867
ClearBridge Investments
New York
$90K -$5.4M -154,104 -98%
KPCM
868
Kings Point Capital Management
New York
$88K
CT
869
CPF Texas
Texas
$86K
JGIA
870
Jackson Grant Investment Advisers
Connecticut
$86K +$280 +8 +0.3%
TC
871
Trust Company
Kansas
$81K
IBOK
872
Independence Bank of Kentucky
Kentucky
$78K +$62.4K +1,780 +350%
MBT
873
Monroe Bank & Trust
Michigan
$77K
PCTC
874
Perkins Coie Trust Company
Washington
$72K
MCM
875
McKinley Capital Management
Alaska
$72K +$74.5K +2,124 New

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.