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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
DJSG
901
D.J. St. Germain
Massachusetts
$223K
TCM
902
Telos Capital Management
California
$223K +$54.6K +1,548 +29%
THWM
903
Taylor Hoffman Wealth Management
Virginia
$222K -$3.67K -104 -2%
IIC
904
Ironwood Investment Counsel
Arizona
$222K +$141 +4 +0.1%
HFA
905
Huber Financial Advisors
Illinois
$221K +$141 +4 +0.1%
RFA
906
Reilly Financial Advisors
California
$216K -$14.5K -412 -6%
SCC
907
Spring Creek Capital
Kansas
$215K -$125K -3,556 -35%
HFM
908
Hartford Financial Management
Connecticut
$215K
ODG
909
O'Dell Group
Ohio
$215K +$141 +4 +0.1%
WSCM
910
Wellington Shields Capital Management
New York
$214K
FMII
911
Farmers & Merchants Investments Inc
Nebraska
$212K
HCM
912
Hilton Capital Management
New York
$212K +$228K +6,480 New
Wealth Enhancement Advisory Services
913
Wealth Enhancement Advisory Services
Minnesota
$210K +$212K +6,004 New
IC
914
Inverness Counsel
New York
$209K
MGIA
915
Matthew Goff Investment Advisor
Texas
$209K +$2.96K +84 +1%
CCP
916
Corient Capital Partners
California
$208K -$146K -4,144 -39%
LWM
917
Lyell Wealth Management
California
$208K -$4.09K -116 -2%
PWW
918
Pettyjohn Wood & White
Virginia
$207K
VLC
919
Van Leeuwen & Company
New Jersey
$206K -$98.7K -2,800 -31%
UWM
920
USAdvisors Wealth Management
Minnesota
$206K
HPWM
921
Highland Private Wealth Management
Washington
$206K +$1.97K +56 +0.9%
NCM
922
Nelson Capital Management
California
$206K +$222K +6,300 New
SC
923
Stratford Consulting
Texas
$204K
ESB
924
Essex Savings Bank
Connecticut
$203K +$219K +6,200 New
GFP
925
Gryphon Financial Partners
Ohio
$202K

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.