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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
VST
851
Van Strum & Towne
California
$222K – – –
FDCDDQ
852
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220K – – –
JIP
853
Jaffetilchin Investment Partners
Florida
$220K +$606 +16 +0.3%
FWCM
854
Ferguson Wellman Capital Management
Oregon
$219K – – –
AIP
855
ARS Investment Partners
New York
$217K – – –
NEPPG
856
New England Professional Planning Group
Rhode Island
$215K +$209K +5,520 New
AAM
857
Aureus Asset Management
Massachusetts
$213K +$207K +5,460 New
CSIC
858
Clifford Swan Investment Counsel
California
$212K +$205K +5,424 New
BCM
859
Bourgeon Capital Management
Connecticut
$211K +$204K +5,400 New
JCM
860
Janney Capital Management
Pennsylvania
$211K +$205K +5,416 New
ISL
861
Ingalls & Snyder LLC
New York
$207K +$201K +5,300 New
TCM
862
Telos Capital Management
California
$206K +$200K +5,288 New
MM
863
Main Management
California
$205K +$199K +5,260 New
MAM
864
Mastrapasqua Asset Management
Tennessee
$205K +$199K +5,264 New
DCP
865
DSM Capital Partners
Florida
$204K -$105K -2,776 -35%
SFG
866
SNS Financial Group
Minnesota
$204K -$72.9K -1,924 -27%
ZIM
867
Zacks Investment Management
Illinois
$204K -$54.7K -1,444 -22%
TPW
868
Tiller Private Wealth
Pennsylvania
$204K +$198K +5,220 New
CCMD
869
Cypress Capital Management (Delaware)
Delaware
$204K +$198K +5,232 New
PW
870
Peninsula Wealth
California
$202K +$196K +5,176 New
NPP
871
New Potomac Partners
Maryland
$198K – – –
ONST
872
Old North State Trust
North Carolina
$197K +$192K +5,064 New
SWM
873
SeaCrest Wealth Management
New York
$196K +$49.5K +1,308 +35%
ClearBridge Investments
874
ClearBridge Investments
New York
$186K -$2.58K -68 -1%
CGT
875
Capital Guardian Trust
California
$185K +$180K +4,752 New
33 34
35
36 37

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.