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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
Kovitz Investment Group Partners
951
Kovitz Investment Group Partners
Illinois
$487 +$131K +4,008 +38%
BHB
952
Bank Hapoalim BM
Israel
$351 -$15.6K -476 -4%
LGWM
953
Litman Gregory Wealth Management
California
$45 – – –
USAA
954
United Services Automobile Association
Texas
– -$94.3M -3,015,252 Closed
BNP Paribas Financial Markets
955
BNP Paribas Financial Markets
France
– -$23.1M -737,928 Closed
ICOA
956
Investment Centers of America
North Dakota
– -$12.7M -404,820 Closed
Squarepoint
957
Squarepoint
New York
– -$7.93M -253,712 Closed
NFA
958
Nationwide Fund Advisors
Ohio
– -$6.25M -200,000 Closed
HFS
959
HL Financial Services
Kentucky
– -$5.16M -165,052 Closed
BCM
960
Bridgeway Capital Management
Texas
– -$4.5M -144,000 Closed
PV
961
Private Vista
Illinois
– -$3.69M -117,896 Closed
BFA
962
Beaumont Financial Advisors
Massachusetts
– -$2.8M -89,596 Closed
CI
963
Cavalier Investments
Georgia
– -$2.69M -85,864 Closed
PFA
964
Pure Financial Advisors
California
– -$2.52M -80,468 Closed
ACP
965
Aveo Capital Partners
Colorado
– -$2M -63,924 Closed
NPC
966
National Planning Corporation
California
– -$1.96M -62,520 Closed
SHGA
967
Sand Hill Global Advisors
California
– -$972K -31,076 Closed
UFF
968
USA Financial Formulas
Michigan
– -$813K -25,988 Closed
WCF
969
West Coast Financial
California
– -$670K -21,416 Closed
FEG
970
Financial Enhancement Group
Indiana
– -$509K -16,280 Closed
PCMC
971
Paragon Capital Management (Colorado)
Colorado
– -$481K -15,400 Closed
EIA
972
Edgemoor Investment Advisors
Maryland
– -$321K -10,272 Closed
BO
973
Bank OZK
Arkansas
– -$269K -8,600 Closed
FAM
974
Formidable Asset Management
Ohio
– -$258K -8,244 Closed
NBG
975
Nancy B. Gardiner
– -$255K -8,140 Closed
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.