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iShares Russell 1000 Growth ETF

948 hedge funds and large institutions have $26B invested in iShares Russell 1000 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 273 increasing their positions, 426 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

12.48% more ownership

Funds ownership: 257.95%270.43% (+12%)

0% less capital invested

Capital invested by funds: $26B → $26B (-$37.3M)

0% less funds holding

Funds holding: 950948 (-2)

3% less funds holding in top 10

Funds holding in top 10: 157153 (-4)

19% less call options, than puts

Call options by funds: $18.1M | Put options by funds: $22.5M

36% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 426

Holders
948
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
21.73%
Holding in Top 10
153
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.55%
% of All Funds
3.51%
New
62
Increased
273
Reduced
426
Closed
50
Calls
$18.1M
Puts
$22.5M
Net Calls
-$4.34M
Net Calls Change
+$65M
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
951
Ogorek Anthony Joseph
New York
$4K
BCA
952
Bray Capital Advisors
Florida
$4K +$3.65K +104 New
TRCT
953
Tower Research Capital (TRC)
New York
$1K -$1.62M -46,348 -100%
Jane Street
954
Jane Street
New York
-$22.5M -641,700 Closed
IH
955
IFC Holdings
Florida
-$13M -385,896 Closed
BFG
956
Barber Financial Group
Kansas
-$10.8M -322,032 Closed
FTS
957
Fifth Third Securities
Ohio
-$7.51M -223,160 Closed
FTUS
958
Flow Traders U.S.
New York
-$7.39M -219,492 Closed
Sands Capital Management
959
Sands Capital Management
Virginia
-$4.93M -146,380 Closed
SI
960
SII Investments
Wisconsin
-$4.76M -141,500 Closed
SGA
961
Sustainable Growth Advisers
Connecticut
-$4.4M -130,816 Closed
AIS
962
Accurate Investment Solutions
Pennsylvania
-$3.14M -93,180 Closed
CWSR
963
Chessman Wealth Strategies RIA
Texas
-$2.39M -71,036 Closed
DIA
964
Dana Investment Advisors
Wisconsin
-$1.73M -51,436 Closed
RG
965
Renaissance Group
Kentucky
-$1.73M -51,252 Closed
N
966
Nuveen
North Carolina
-$1.69M -50,144 Closed
ZIM
967
Zacks Investment Management
Illinois
-$1.54M -45,632 Closed
WI
968
WBI Investments
New Jersey
-$1.44M -42,652 Closed
ACS
969
Archford Capital Strategies
Illinois
-$1.34M -39,688 Closed
DWA
970
Dorsey Wright & Associates
California
-$1.13M -33,584 Closed
AAM
971
Aureus Asset Management
Massachusetts
-$1.05M -31,060 Closed
HWM
972
Highwater Wealth Management
Colorado
-$953K -28,308 Closed
FC
973
Forte Capital
New York
-$893K -26,528 Closed
ORI
974
Oak Ridge Investments
Illinois
-$817K -24,260 Closed
LI
975
LVZ Inc
Michigan
-$776K -23,036 Closed

IWF Hedge Fund Activity: Q1 2018 in Review

948 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2018, worth a combined $26B — down 0.14% from $26B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IWF positions and 50 closed out — a net gain of 12 holders — while 273 added to existing stakes and 426 trimmed.

The largest buyer was STALEY CAPITAL ADVISERS, adding an estimated $823M. The largest seller was Wells Fargo, cutting an estimated $80.7M.

  • 948 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2018, down from 950 in Q4 2017.
  • Funds reported $26B of iShares Russell 1000 Growth ETF stock for Q1 2018, down 0.14% quarter-over-quarter.
  • 62 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2018 and 50 closed out, a net change of +12 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2018 was STALEY CAPITAL ADVISERS, an estimated $823M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2018 was Wells Fargo, an estimated $80.7M sold.

Based on aggregated 13F filings for Q1 2018.