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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
DDPOM
76
Delta Dental Plan of Michigan
Michigan
$46.3M -$1.33M -37,876 -3%
PI
77
PHH Investments
Texas
$44.8M +$495K +14,128 +1%
S
78
SignatureFD
Georgia
$42.2M +$2.28M +65,088 +6%
NA
79
NextCapital Advisers
Illinois
$41.3M +$42.6M +1,215,096 New
B
80
Brightworth
Georgia
$40.5M -$24.5M -698,496 -37%
NFG
81
Nadler Financial Group
Illinois
$39.8M -$1.92M -54,700 -4%
HCC
82
Hirtle Callaghan & Co
Pennsylvania
$38.1M +$1.71M +48,872 +5%
JA
83
JOYN Advisors
Georgia
$37.9M -$2.43M -69,300 -6%
NP
84
NorthRock Partners
Minnesota
$37.2M -$3.07M -87,468 -7%
LFAS
85
Level Four Advisory Services
Texas
$37.1M -$3.19M -91,108 -8%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$35.1M -$445K -12,700 -1%
PFBT
87
Parkside Financial Bank & Trust
Missouri
$34.9M -$920K -26,256 -2%
GW
88
GW & Wade
Massachusetts
$34.8M +$878K +25,056 +3%
IA
89
Independence Advisors
Pennsylvania
$34.3M -$93.1K -2,656 -0.3%
Comerica Bank
90
Comerica Bank
Texas
$33.4M -$6.96M -198,660 -17%
MAM
91
Marquette Asset Management
Minnesota
$32.2M -$609K -17,376 -2%
SFS
92
Strategic Financial Services
New York
$32M +$1.42M +40,432 +4%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$31.5M +$32.5M +927,224 New
PWAG
94
Polaris Wealth Advisory Group
California
$29.5M -$2.84M -81,128 -9%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$29.1M +$10M +285,200 +50%
HS
96
Huntington Steele
Pennsylvania
$28.9M -$149K -4,248 -0.5%
SGAM
97
Stephens Group Asset Management
Arkansas
$26.7M +$10.1M +289,136 +59%
PAG
98
Private Advisor Group
New Jersey
$26M +$8.04M +229,428 +43%
SPIA
99
Steward Partners Investment Advisory
New York
$26M +$317K +9,040 +1%
LFWA
100
LBJ Family Wealth Advisors
Texas
$25.9M +$39.4K +1,124 +0.1%

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.