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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
BC
876
Barnett & Company
Tennessee
$71K
AWA
877
Acorn Wealth Advisors
Michigan
$71K +$280 +8 +0.4%
PI
878
PineBridge Investments
New York
$70K
AIM
879
Arcadia Investment Management
Michigan
$69K
GSC
880
G&S Capital
Colorado
$68K
WPW
881
Winthrop Partners - WNY
New York
$67.2K +$70.1K +2,000 New
QAM
882
QCI Asset Management
New York
$66K
AIM
883
Anchor Investment Management
South Carolina
$65.1K
WCM
884
Whitener Capital Management
North Carolina
$65K
VCM
885
Versant Capital Management
Arizona
$64K -$1.96K -56 -3%
FPF
886
FNY Partners Fund
New York
$62K -$7.01K -200 -10%
WWM
887
Willingdon Wealth Management
North Carolina
$62K
MIM
888
Macroview Investment Management
Maryland
$62K +$39.1K +1,116 +156%
GBBWRPM
889
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$62K +$63.8K +1,820 New
VCM
890
Virtue Capital Management
Tennessee
$61K +$4.91K +140 +9%
WF
891
WealthTrust Fairport
Ohio
$61K +$62.4K +1,780 New
SFSIG
892
San Francisco Sentry Investment Group
California
$57K
TC
893
Trilogy Capital
California
$57K +$58.5K +1,668 New
FIB
894
First Interstate Bank
Montana
$56K
CWM
895
Catamount Wealth Management
Connecticut
$55K -$5.75K -164 -9%
IDBONY
896
Israel Discount Bank of New York
New York
$54K -$14K -400 -20%
TCM
897
Tradewinds Capital Management
Washington
$54K
BAM
898
Barrett Asset Management
New York
$54K +$14K +400 +33%
SWPG
899
Strategic Wealth Partners Group
Illinois
$51.5K +$80.3K +2,292 +0.2%
LWA
900
Lenox Wealth Advisors
New York
$49K +$34.2K +976 +214%

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.