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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
SFG
851
SNS Financial Group
Minnesota
$271K +$107K +3,040 +58%
GAB
852
German American Bancorp
Indiana
$268K
GHA
853
GW Henssler & Associates
Georgia
$267K
LPWM
854
Lake Point Wealth Management
Texas
$267K +$288K +8,164 New
BRWA
855
B. Riley Wealth Advisors
Florida
$266K -$46.1K -1,308 -14%
RWMH
856
Riverpoint Wealth Management Holdings
Illinois
$265K +$38.2K +1,084 +15%
AIA
857
Armor Investment Advisors
North Carolina
$264K
HFA
858
High Falls Advisors
New York
$262K -$14.1K -400 -5%
GA
859
Geller Advisors
New York
$262K
RT
860
Rockland Trust
Massachusetts
$262K
QAM
861
Questar Asset Management
Minnesota
$262K +$283K +8,016 New
LCM
862
Liberty Capital Management
Michigan
$261K -$9.03K -256 -3%
LC
863
LCNB Corp
Ohio
$260K -$377K -10,696 -57%
LNB
864
Ledyard National Bank
$258K
RE
865
RBC Europe
United Kingdom
$255K -$77.6K -2,200 -22%
SCA
866
Snowden Capital Advisors
New York
$255K -$126K -3,560 -31%
TSW
867
Thompson Siegel & Walmsley
Virginia
$255K +$257K +7,300 +1,460%
GC
868
Gibson Capital
Pennsylvania
$252K
BWCS
869
Beirne Wealth Consulting Services
Connecticut
$252K +$271K +7,696 New
FBA
870
Front Barnett Associates
Illinois
$251K -$1.41K -40 -0.5%
PP
871
PagnatoKarp Partners
Virginia
$248K -$153K -4,344 -36%
DK
872
Darrell & King
Virginia
$248K -$70.5K -2,000 -21%
PWM
873
Perigon Wealth Management
California
$248K +$250K +7,100 New
KWMG
874
King Wealth Management Group
Florida
$245K -$19.9K -564 -7%
ACP
875
Aviance Capital Partners
Florida
$245K

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.