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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
BAM
876
Belpointe Asset Management
Nevada
$184K +$179K +4,720 New
BCWM
877
Bartlett & Co Wealth Management
Ohio
$179K – – –
BC
878
Bartlett & Co
Ohio
$179K – – –
ML
879
McAdam LLC
Pennsylvania
$178K – – –
CTB
880
Country Trust Bank
Illinois
$168K – – –
OSNBOA
881
Old Second National Bank of Aurora
Illinois
$168K – – –
BFEC
882
Benjamin F. Edwards & Company
Missouri
$168K +$1.82K +48 +1%
POIA
883
Pin Oak Investment Advisors
Texas
$163K – – –
PCA
884
Providence Capital Advisors
North Carolina
$163K – – –
GEA
885
Glen Eagle Advisors
New Jersey
$162K +$454 +12 +0.3%
EWM
886
Edge Wealth Management
New York
$161K – – –
IP
887
Intellectus Partners
California
$161K – – –
KJWM
888
Kiley Juergens Wealth Management
Washington
$160K – – –
IAS
889
IMA Advisory Services
Colorado
$158K – – –
PR
890
Payden & Rygel
California
$156K – – –
PCP
891
Proficio Capital Partners
Massachusetts
$152K – – –
Victory Capital Management
892
Victory Capital Management
Texas
$152K +$148K +3,904 New
AC
893
Avestar Capital
New York
$146K – – –
FHB
894
First Hawaiian Bank
Hawaii
$146K +$141K +3,732 New
BWP
895
Baldwin Wealth Partners
Massachusetts
$144K – – –
AIP
896
Almanack Investment Partners
Pennsylvania
$136K – – –
CFGS
897
Concourse Financial Group Securities
Alabama
$135K +$131K +3,452 New
CAM
898
Columbia Asset Management
Michigan
$134K +$130K +3,424 New
SWMG
899
Signature Wealth Management Group
Georgia
$133K -$18.2K -480 -11%
BWM
900
BerganKDV Wealth Management
Minnesota
$133K – – –
34 35
36
37 38

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.