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iShares Russell 1000 Growth ETF

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: 948960 (+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: 153147 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
901
Macroview Investment Management
Maryland
$66K
GBBWRPM
902
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$65K
WWM
903
Willingdon Wealth Management
North Carolina
$65K
WF
904
WealthTrust Fairport
Ohio
$64K
RIA
905
RPG Investment Advisory
California
$63K -$54.6M -1,547,120 -100%
BCA
906
Bay Colony Advisors
Massachusetts
$62K +$61.3K +1,736 New
CWM
907
Catamount Wealth Management
Connecticut
$61K
TC
908
Trilogy Capital
California
$60K
JAM
909
Jolley Asset Management
North Carolina
$58K -$42.4K -1,200 -43%
BAM
910
Barrett Asset Management
New York
$58K
IDBONY
911
Israel Discount Bank of New York
New York
$58K
TCM
912
Tradewinds Capital Management
Washington
$58K
SWPG
913
Strategic Wealth Partners Group
Illinois
$55.7K +$1.25M +35,448 +2%
SA
914
SRH Advisors
Kansas
$51K
CBT
915
Capital Bank & Trust
California
$48K
LGWM
916
Litman Gregory Wealth Management
California
$48K
CWM
917
Cranbrook Wealth Management
Michigan
$45K
LFA
918
Legacy Financial Advisors
Kentucky
$44K
LWA
919
Lenox Wealth Advisors
New York
$42K -$9.04K -256 -18%
PI
920
PineBridge Investments
New York
$38K -$35.3K -1,000 -49%
AWM
921
Avior Wealth Management
Nebraska
$36K
CFN
922
Cordasco Financial Network
Florida
$36K
HI
923
Hudock Inc
Pennsylvania
$34K
SFC
924
SYM Financial Corp
Indiana
$34K
BWL
925
Bogart Wealth LLC
Virginia
$32K