We are live on ! Find out more
IWF icon

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
SAM
926
Sequent Asset Management
Texas
$202K
BFEC
927
Benjamin F. Edwards & Company
Missouri
$200K +$63.2K +1,792 +42%
BEAM
928
Baker Ellis Asset Management
Washington
$198K -$13.4K -380 -6%
SL
929
Salomon & Ludwin
Virginia
$197K +$212K +6,016 New
BWA
930
Burt Wealth Advisors
Maryland
$196K
BOPW
931
Brandywine Oak Private Wealth
Pennsylvania
$194K +$246K +6,988 New
DWA
932
Dougherty Wealth Advisers
Minnesota
$190K +$187K +5,308 New
LC
933
Lindbrook Capital
California
$186K +$200K +5,684 New
PB
934
Pinnacle Bancorp
Nebraska
$185K +$199K +5,652 New
William Blair Investment Management
935
William Blair Investment Management
Illinois
$183K +$197K +5,580 New
First Manhattan
936
First Manhattan
New York
$178K -$10.9K -308 -5%
SWM
937
SeaCrest Wealth Management
New York
$176K +$12K +340 +7%
KPW
938
Kore Private Wealth
New York
$176K +$190K +5,376 New
AIM
939
Arcadia Investment Management
Michigan
$175K +$118K +3,336 +165%
MM
940
Main Management
California
$172K
CT
941
Clearstead Trust
Maine
$172K +$185K +5,244 New
LWM
942
Liberty Wealth Management
California
$172K +$186K +5,264 New
JCM
943
Jacobi Capital Management
Pennsylvania
$170K -$24.1K -684 -12%
FRA
944
Front Row Advisors
California
$170K
LWA
945
Lenox Wealth Advisors
New York
$168K -$94.6K -2,684 -34%
NPP
946
New Potomac Partners
Maryland
$166K
ONST
947
Old North State Trust
North Carolina
$146K -$21.2K -600 -12%
JFA
948
JNBA Financial Advisors
Minnesota
$146K +$95K +2,696 +153%
CTB
949
Country Trust Bank
Illinois
$141K
OSNBOA
950
Old Second National Bank of Aurora
Illinois
$141K

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.