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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
CB
926
CNB Bank
Pennsylvania
$23K +$22.3K +680 New
LWM
927
Lenox Wealth Management
Ohio
$22K – – –
MWM
928
Mascoma Wealth Management
New Hampshire
$20K – – –
JAM
929
Jolley Asset Management
North Carolina
$20K +$19.4K +592 New
AWM
930
Avior Wealth Management
Nebraska
$20K +$19.5K +596 New
SIS
931
Sound Income Strategies
Florida
$19K +$18K +548 New
FMTCOCP
932
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18.2K – – –
TSW
933
Thompson Siegel & Walmsley
Virginia
$17K – – –
IBOK
934
Independence Bank of Kentucky
Kentucky
$17K +$16.6K +508 New
FA
935
Fortis Advisors
Pennsylvania
$16K -$10.5K -320 -40%
CBT
936
Central Bank & Trust
Kentucky
$15K +$14.6K +444 New
LWA
937
Lenox Wealth Advisors
New York
$15K +$14.9K +456 New
HT
938
Heritage Trust
Oklahoma
$12K – – –
NSIM
939
North Star Investment Management
Illinois
$10K – – –
PO
940
Private Ocean
California
$10K +$131 +4 +1%
TFA
941
Toth Financial Advisory
Virginia
$9K +$9.04K +276 New
PCG
942
Private Capital Group
Connecticut
$8.1K +$7.89M +240,648 New
WA
943
Winfield Associates
Ohio
$7K – – –
WB
944
Webster Bank
Connecticut
$6K – – –
FGC
945
Financial Gravity Companies
Texas
$6K +$5.38K +164 New
BRC
946
Bell Rock Capital
Delaware
$5K +$131 +4 +3%
FCMT
947
Founders Capital Management (Texas)
Texas
$5K +$131 +4 +3%
CIM
948
Contravisory Investment Management
Massachusetts
$4K – – –
OAJ
949
Ogorek Anthony Joseph
New York
$4K +$4.59K +140 New
CCT
950
Capital City Trust
Florida
$1.13K -$64.5K -1,968 -6%
36 37
38
39 40

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.