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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
CA
901
Crewe Advisors
Utah
$48K
SA
902
SRH Advisors
Kansas
$48K +$49.9K +1,424 New
CBT
903
Capital Bank & Trust
California
$45K
DSN
904
D. Scott Neal
Kentucky
$45K
IP
905
Intellectus Partners
California
$45K
LGWM
906
Litman Gregory Wealth Management
California
$45K
CWM
907
Cranbrook Wealth Management
Michigan
$42K
CA
908
Centerpoint Advisors
Massachusetts
$40K
LFA
909
Legacy Financial Advisors
Kentucky
$40K
Victory Capital Management
910
Victory Capital Management
Texas
$39K -$4.47M -127,512 -99%
CFN
911
Cordasco Financial Network
Florida
$34K
AWM
912
Avior Wealth Management
Nebraska
$34K +$14.4K +412 +69%
SFC
913
SYM Financial Corp
Indiana
$32K -$307K -8,768 -90%
HI
914
Hudock Inc
Pennsylvania
$32K
BWL
915
Bogart Wealth LLC
Virginia
$31K
AssetMark Inc
916
AssetMark Inc
California
$29K -$36.3K -1,036 -55%
SAM
917
Shamrock Asset Management
Texas
$28K
NSB
918
Norway Savings Bank
Maine
$27K
WAS
919
WESPAC Advisors SoCal
California
$27K
SWP
920
Strategic Wealth Partners
Ohio
$25K +$26.2K +748 New
MCM
921
Mainstay Capital Management
Michigan
$24K -$36.6K -1,044 -59%
DAM
922
Delta Asset Management
Tennessee
$24K
CB
923
CNB Bank
Pennsylvania
$23K
CAL
924
Capital Analysts LLC
Pennsylvania
$23K +$24K +684 New
LWM
925
Lenox Wealth Management
Ohio
$21K

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.