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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
CWM
876
Chesapeake Wealth Management
Virginia
$245K +$12K +340 +5%
BII
877
Bainco International Investors
Massachusetts
$244K
CFA
878
Clarfeld Financial Advisors
New York
$243K +$262K +7,432 New
SCA
879
Stokes Capital Advisors
South Carolina
$242K +$42K +1,192 +19%
IAA
880
Independent Advisor Alliance
North Carolina
$242K +$239K +6,772 New
AA
881
Ancora Advisors
Ohio
$241K -$42.3K -1,200 -14%
KCM
882
Karp Capital Management
California
$240K
CCA
883
Clearwater Capital Advisors
Illinois
$239K -$28.2K -800 -10%
BIA
884
Bigelow Investment Advisors
Maine
$238K -$1.69K -48 -0.7%
PIM
885
Parker Investment Management
California
$238K +$257K +7,284 New
BFC
886
Bedel Financial Consulting
Indiana
$237K -$19.2K -544 -7%
DPA
887
Delphi Private Advisors
California
$233K -$11K -312 -4%
CI
888
Cambiar Investors
Colorado
$233K +$18.3K +520 +8%
FWM
889
Foresight Wealth Management
Utah
$233K +$251K +7,124 New
MIA
890
MainStreet Investment Advisors
Illinois
$232K -$37.9K -1,076 -13%
FWM
891
Frontier Wealth Management
Missouri
$230K -$127K -3,608 -34%
GP
892
Girard Partners
Pennsylvania
$230K -$35.3K -1,000 -12%
WIA
893
World Investment Advisors
California
$230K +$241K +6,848 New
SCA
894
Stuart Chaussee & Associates
California
$229K
CWM
895
Circle Wealth Management
New Jersey
$229K +$564 +16 +0.2%
SCM
896
Schnieders Capital Management
California
$227K
EWM
897
Empirical Wealth Management
Washington
$227K +$245K +6,944 New
RWM
898
Rezny Wealth Management
Florida
$226K
ECM
899
Evergreen Capital Management
Washington
$225K
CTA
900
Colonial Trust Advisors
South Carolina
$223K -$13.1K -372 -5%

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.