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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
GEA
951
Glen Eagle Advisors
New Jersey
$137K +$846 +24 +0.6%
EWM
952
Edge Wealth Management
New York
$135K
IAS
953
IMA Advisory Services
Colorado
$132K
PCA
954
Providence Capital Advisors
North Carolina
$131K -$5.78K -164 -4%
PR
955
Payden & Rygel
California
$131K
POIA
956
Pin Oak Investment Advisors
Texas
$130K -$7.62K -216 -5%
APC
957
Aspire Private Capital
North Carolina
$130K +$140K +3,976 New
PCP
958
Proficio Capital Partners
Massachusetts
$128K
FHB
959
First Hawaiian Bank
Hawaii
$122K
AWM
960
Aevitas Wealth Management
Massachusetts
$122K +$132K +3,736 New
AIP
961
Almanack Investment Partners
Pennsylvania
$121K
SEIA
962
Signature Estate & Investment Advisors
California
$121K +$16.5K +468 +14%
M
963
MOTCO
Texas
$119K +$8.32K +236 +7%
LFG
964
Larson Financial Group
Missouri
$116K +$126K +3,560 New
EWM
965
Executive Wealth Management
Michigan
$115K +$124K +3,508 New
CAM
966
Columbia Asset Management
Michigan
$112K
BWM
967
BerganKDV Wealth Management
Minnesota
$111K
GSIS
968
Global Strategic Investment Solutions
Arizona
$108K +$116K +3,304 New
BAM
969
Belpointe Asset Management
Nevada
$107K -$51.6K -1,464 -31%
TCOV
970
Trust Company of Vermont
Vermont
$106K
AssetMark Inc
971
AssetMark Inc
California
$105K +$2.82K +80 +3%
FFW
972
Fusion Family Wealth
New York
$105K +$32.7K +928 +41%
FWM
973
Focused Wealth Management
New York
$103K +$1.13K +32 +1%
FA
974
Fortis Advisors
Pennsylvania
$95K
TCM
975
TD Capital Management
Tennessee
$94K

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.