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iShares Russell 1000 Growth ETF
IWF

989 hedge funds and large institutions have $29B invested in iShares Russell 1000 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 317 increasing their positions, 385 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

27% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $42.1M

10% more capital invested

Capital invested by funds: $26.4B → $29B (+$2.56B)

5.74% more ownership

Funds ownership: 253.16% → 258.9% (+5.7%)

3% more funds holding

Funds holding: 960 → 989 (+29)

1% less funds holding in top 10

Funds holding in top 10: 147 → 146 (-1)

18% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 385

Holders
989
Holders Change
+29
Holders Change %
+3.02%
% of All Funds
22.61%
Holding in Top 10
146
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
3.34%
New
66
Increased
317
Reduced
385
Closed
32
Calls
$53.4M
Puts
$42.1M
Net Calls
+$11.4M
Net Calls Change
+$81.4M

Top Buyers

Rank Fund Capital Flow
1
BL
Balentine LLC
Georgia
+$277M
2
N
Nuveen
North Carolina
+$255M
3
PPA
Parametric Portfolio Associates
Washington
+$157M
4
Bank of America
Bank of America
North Carolina
+$106M
5
CS
Credit Suisse
Switzerland
+$62M

Top Sellers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
-$276M
2
FCI
Financial Counselors Inc
Kansas
-$222M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$181M
4
TCIM
TIAA CREF Investment Management
New York
-$137M
5
NA
NextCapital Advisers
Illinois
-$64.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
926
Winthrop Partners - WNY
New York
$78K – – –
QAM
927
QCI Asset Management
New York
$76K – – –
SWPG
928
Strategic Wealth Partners Group
Illinois
$75.8K +$3.28M +86,528 +6%
FAM
929
Fred Alger Management
New York
$75K -$39.7K -1,048 -35%
RWA
930
River Wealth Advisors
Pennsylvania
$75K – – –
AIM
931
Anchor Investment Management
South Carolina
$74.6K – – –
WCM
932
Whitener Capital Management
North Carolina
$74K +$72.6K +1,916 New
VCM
933
Versant Capital Management
Arizona
$73K – – –
WWM
934
Willingdon Wealth Management
North Carolina
$71K – – –
JFA
935
JNBA Financial Advisors
Minnesota
$69K -$219K -5,784 -77%
AOWM
936
Alpha Omega Wealth Management
Virginia
$69K -$113K -2,988 -63%
WF
937
WealthTrust Fairport
Ohio
$69K +$151 +4 +0.2%
MIM
938
Macroview Investment Management
Maryland
$68K -$3.18K -84 -5%
TC
939
Trilogy Capital
California
$65K +$151 +4 +0.2%
CWM
940
Catamount Wealth Management
Connecticut
$63K – – –
BAM
941
Barrett Asset Management
New York
$62K – – –
IDBONY
942
Israel Discount Bank of New York
New York
$62K – – –
TCM
943
Tradewinds Capital Management
Washington
$62K – – –
AAP
944
Arax Advisory Partners
Colorado
$61K -$44.4K -1,172 -43%
MCM
945
McKinley Capital Management
Alaska
$59K -$84.8K -2,240 -60%
RIA
946
RPG Investment Advisory
California
$56K -$11.7K -308 -18%
SA
947
SRH Advisors
Kansas
$56K – – –
CFD
948
Creative Financial Designs
Indiana
$54K +$43.8K +1,156 +535%
BWL
949
Bogart Wealth LLC
Virginia
$53K +$16.8K +444 +49%
AA
950
AlphaMark Advisors
Kentucky
$52K -$38.6K -1,020 -43%
36 37
38
39 40

IWF Hedge Fund Activity: Q3 2018 in Review

989 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2018, worth a combined $29B — up 9.7% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IWF positions and 32 closed out — a net gain of 34 holders — while 317 added to existing stakes and 385 trimmed.

The largest buyer was Balentine LLC, adding an estimated $277M. The largest seller was TIAA FSB, cutting an estimated $276M.

  • 989 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2018, up from 960 in Q2 2018.
  • Funds reported $29B of iShares Russell 1000 Growth ETF stock for Q3 2018, up 9.7% quarter-over-quarter.
  • 66 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2018 and 32 closed out, a net change of +34 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2018 was Balentine LLC, an estimated $277M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2018 was TIAA FSB, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2018.