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iShares Russell 1000 Growth ETF
IWF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948 → 960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153 → 147 (-6)

17.27% less ownership

Funds ownership: 270.43% → 253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$207M
2
Bank of America
Bank of America
North Carolina
+$192M
3
CWM
Cornerstone Wealth Management
Missouri
+$75.9M
4
TF
TIAA FSB
Florida
+$69.5M
5
American Century Companies
American Century Companies
Missouri
+$50.4M

Top Sellers

1
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$828M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$667M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$135M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$77.5M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$76.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
876
Focused Wealth Management
New York
$105K -$124K -3,520 -55%
TCM
877
TD Capital Management
Tennessee
$103K – – –
WIM
878
Westside Investment Management
California
$102K – – –
RCM
879
Riverhead Capital Management
Delaware
$101K +$98.8K +2,800 New
AAP
880
Arax Advisory Partners
Colorado
$98K – – –
KPCM
881
Kings Point Capital Management
New York
$93K – – –
GHCM
882
Glen Harbor Capital Management
California
$92K +$90.4K +2,560 New
JGIA
883
Jackson Grant Investment Advisers
Connecticut
$91K – – –
CT
884
CPF Texas
Texas
$90K – – –
TC
885
Trust Company
Kansas
$85K – – –
AA
886
AlphaMark Advisors
Kentucky
$85K +$83K +2,352 New
FFW
887
Fusion Family Wealth
New York
$82K -$19.8K -560 -20%
IBOK
888
Independence Bank of Kentucky
Kentucky
$82K – – –
MBT
889
Monroe Bank & Trust
Michigan
$81K – – –
PCTC
890
Perkins Coie Trust Company
Washington
$76K – – –
AWA
891
Acorn Wealth Advisors
Michigan
$75K – – –
BC
892
Barnett & Company
Tennessee
$75K – – –
AIM
893
Arcadia Investment Management
Michigan
$73K – – –
GSC
894
G&S Capital
Colorado
$72K – – –
WWMSC
895
Wagner Wealth Management (South Carolina)
South Carolina
$72K +$71.2K +2,016 New
WPW
896
Winthrop Partners - WNY
New York
$71.9K – – –
QAM
897
QCI Asset Management
New York
$70K – – –
RWA
898
River Wealth Advisors
Pennsylvania
$69K +$67.9K +1,924 New
AIM
899
Anchor Investment Management
South Carolina
$68.7K – – –
VCM
900
Versant Capital Management
Arizona
$68K – – –
34 35
36
37 38

IWF Hedge Fund Activity: Q2 2018 in Review

960 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2018, worth a combined $26.4B — up 1.8% from $26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWF positions and 40 closed out — a net gain of 20 holders — while 293 added to existing stakes and 380 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $207M. The largest seller was STALEY CAPITAL ADVISERS, cutting an estimated $828M.

  • 960 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2018, up from 948 in Q1 2018.
  • Funds reported $26.4B of iShares Russell 1000 Growth ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 60 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2018 and 40 closed out, a net change of +20 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $207M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2018 was STALEY CAPITAL ADVISERS, an estimated $828M sold.

Based on aggregated 13F filings for Q2 2018.