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iShares Russell 1000 Growth ETF
IWF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948 → 960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153 → 147 (-6)

17.27% less ownership

Funds ownership: 270.43% → 253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$207M
2
Bank of America
Bank of America
North Carolina
+$192M
3
CWM
Cornerstone Wealth Management
Missouri
+$75.9M
4
TF
TIAA FSB
Florida
+$69.5M
5
American Century Companies
American Century Companies
Missouri
+$50.4M

Top Sellers

1
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$828M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$667M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$135M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$77.5M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$76.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
951
Central Bank & Trust
Kentucky
$10K – – –
FGAM
952
Financial Gravity Asset Management
Texas
$10K +$3.11K +88 +46%
CFD
953
Creative Financial Designs
Indiana
$8K -$7.48K -212 -50%
FEG
954
Financial Enhancement Group
Indiana
$7K -$10.9K -308 -62%
WB
955
Webster Bank
Connecticut
$6K – – –
PCM
956
Peak Capital Management
Colorado
$6K +$5.51K +156 New
AP
957
Arlington Partners
Alabama
$6K +$5.93K +168 New
BRC
958
Bell Rock Capital
Delaware
$5K – – –
CIM
959
Contravisory Investment Management
Massachusetts
$5K – – –
FCMT
960
Founders Capital Management (Texas)
Texas
$5K – – –
PMG
961
ProVise Management Group
Florida
$4.79K -$16.2K -460 -0.3%
TFA
962
Toth Financial Advisory
Virginia
$4K – – –
FRA
963
Front Row Advisors
California
$197 – – –
William Blair Investment Management
964
William Blair Investment Management
Illinois
– -$76.5M -2,247,720 Closed
ZB
965
Zions Bancorporation
Utah
– -$20M -586,900 Closed
Susquehanna International Group
966
Susquehanna International Group
Pennsylvania
– -$17.2M -486,588 Closed
BCM
967
BTC Capital Management
Iowa
– -$10.3M -301,448 Closed
TH
968
Timber Hill
Connecticut
– -$6.88M -202,336 Closed
HA
969
Hays Advisory
Tennessee
– -$4.93M -144,916 Closed
NFG
970
Noven Financial Group
Colorado
– -$2.26M -66,540 Closed
PWPCM
971
Perella Weinberg Partners Capital Management
New York
– -$2.13M -62,528 Closed
VF
972
Virtu Financial
New York
– -$1.75M -51,568 Closed
FTIOP
973
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$1.28M -37,636 Closed
MC
974
Moors & Cabot
Massachusetts
– -$1.26M -36,924 Closed
CNBT
975
Canandaigua National Bank & Trust
New York
– -$1.01M -29,640 Closed
37 38
39
40 41

IWF Hedge Fund Activity: Q2 2018 in Review

960 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2018, worth a combined $26.4B — up 1.8% from $26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWF positions and 40 closed out — a net gain of 20 holders — while 293 added to existing stakes and 380 trimmed.

The largest buyer was Financial Counselors Inc, adding an estimated $207M. The largest seller was STALEY CAPITAL ADVISERS, cutting an estimated $828M.

  • 960 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2018, up from 948 in Q1 2018.
  • Funds reported $26.4B of iShares Russell 1000 Growth ETF stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 60 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2018 and 40 closed out, a net change of +20 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $207M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2018 was STALEY CAPITAL ADVISERS, an estimated $828M sold.

Based on aggregated 13F filings for Q2 2018.