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iShares Russell 1000 Growth ETF
IWF

950 hedge funds and large institutions have $26B invested in iShares Russell 1000 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 291 increasing their positions, 329 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 32

19% more funds holding in top 10

Funds holding in top 10: 132 → 157 (+25)

16% more funds holding

Funds holding: 816 → 950 (+134)

9% more capital invested

Capital invested by funds: $23.9B → $26B (+$2.14B)

2.25% less ownership

Funds ownership: 260.21% → 257.95% (-2.3%)

12% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 329

78% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $88.7M

Holders
950
Holders Change
+134
Holders Change %
+16.42%
% of All Funds
21.55%
Holding in Top 10
157
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+18.94%
% of All Funds
3.56%
New
172
Increased
291
Reduced
329
Closed
32
Calls
$19.3M
Puts
$88.7M
Net Calls
-$69.4M
Net Calls Change
-$35.8M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$199M
2
B
Barings
North Carolina
+$93.3M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$42.7M
4
Wells Fargo
Wells Fargo
California
+$34.5M
5
TCIM
TIAA CREF Investment Management
New York
+$26.2M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$108M
2
USAA
United Services Automobile Association
Texas
-$94.3M
3
BL
Balentine LLC
Georgia
-$90.5M
4
PPA
Parametric Portfolio Associates
Washington
-$71.8M
5
BlackRock
BlackRock
New York
-$47.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
901
San Francisco Sentry Investment Group
California
$56K – – –
VCM
902
Virtue Capital Management
Tennessee
$55K +$53.9K +1,644 New
TCM
903
Tradewinds Capital Management
Washington
$54K -$3.93K -120 -7%
CA
904
Crewe Advisors
Utah
$48K +$46.7K +1,424 New
DSN
905
D. Scott Neal
Kentucky
$45K – – –
CBT
906
Capital Bank & Trust
California
$45K +$43.8K +1,336 New
IP
907
Intellectus Partners
California
$44K – – –
TCOV
908
Trust Company of Vermont
Vermont
$44K +$13.1K +400 +44%
CWM
909
Cranbrook Wealth Management
Michigan
$42K – – –
ACM
910
Armbruster Capital Management
New York
$41K +$1.83K +56 +5%
CFD
911
Creative Financial Designs
Indiana
$41K +$18.7K +572 +87%
BAM
912
Barrett Asset Management
New York
$40K – – –
CA
913
Centerpoint Advisors
Massachusetts
$40K +$38.9K +1,188 New
LFA
914
Legacy Financial Advisors
Kentucky
$40K +$39.1K +1,192 New
BTIS
915
BB&T Investment Services
North Carolina
$37K +$7.47K +228 +27%
JCM
916
Jacobi Capital Management
Pennsylvania
$36K – – –
CFN
917
Cordasco Financial Network
Florida
$34K – – –
HR
918
Howe & Rusling
New York
$34K – – –
HI
919
Hudock Inc
Pennsylvania
$32K – – –
BWL
920
Bogart Wealth LLC
Virginia
$30K – – –
NSB
921
Norway Savings Bank
Maine
$27K – – –
SAM
922
Shamrock Asset Management
Texas
$26K – – –
WAS
923
WESPAC Advisors SoCal
California
$26K +$26.2K +800 New
DAM
924
Delta Asset Management
Tennessee
$24K – – –
MIM
925
Macroview Investment Management
Maryland
$24K +$9.96K +304 +74%
35 36
37
38 39

IWF Hedge Fund Activity: Q4 2017 in Review

950 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2017, worth a combined $26B — up 9% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new IWF positions and 32 closed out — a net gain of 140 holders — while 291 added to existing stakes and 329 trimmed.

The largest buyer was Bank of America, adding an estimated $199M. The largest seller was AssetMark Inc, cutting an estimated $108M.

  • 950 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2017, up from 816 in Q3 2017.
  • Funds reported $26B of iShares Russell 1000 Growth ETF stock for Q4 2017, up 9% quarter-over-quarter.
  • 172 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2017 and 32 closed out, a net change of +140 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2017 was Bank of America, an estimated $199M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2017 was AssetMark Inc, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2017.