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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
S
76
SignatureFD
Georgia
$36.3M -$12.2M -346,832 -24%
Winslow Capital Management
77
Winslow Capital Management
Minnesota
$35.6M +$24.2M +687,068 +172%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$35.5M +$92.6K +2,628 +0.2%
GW
79
GW & Wade
Massachusetts
$34.7M +$638K +18,108 +2%
JA
80
JOYN Advisors
Georgia
$34.5M +$2.77M +78,580 +8%
IA
81
Independence Advisors
Pennsylvania
$34.3M -$1.3M -36,776 -3%
SPIA
82
Steward Partners Investment Advisory
New York
$34.2M +$9.94M +281,896 +37%
SFS
83
Strategic Financial Services
New York
$34.1M +$3.01M +85,500 +9%
PFBT
84
Parkside Financial Bank & Trust
Missouri
$33.3M -$423K -12,000 -1%
Jennison Associates
85
Jennison Associates
New York
$33.2M +$31.1M +882,688 +666%
SP
86
Stairway Partners
Illinois
$33.2M -$102K -2,892 -0.3%
CAM
87
Congress Asset Management
Massachusetts
$32.9M +$33.5M +950,192 +1,707%
IC
88
Intersect Capital
California
$32M +$1.96M +55,512 +6%
B
89
Brightworth
Georgia
$31.4M -$632K -17,936 -2%
BA
90
Boston Advisors
Massachusetts
$31.4M -$11.9M -337,856 -26%
AG
91
Advisor Group
Arizona
$31.1M +$5.09M +144,400 +18%
CP
92
Covenant Partners
Tennessee
$30.4M +$32.8M +929,116 New
Jones Financial Companies
93
Jones Financial Companies
Missouri
$28.5M +$516K +14,628 +2%
Polen Capital Management
94
Polen Capital Management
Florida
$27.9M +$26.1M +739,196 +645%
MAM
95
Marquette Asset Management
Minnesota
$27.5M -$1.71M -48,548 -5%
Mariner
96
Mariner
Kansas
$27.3M +$13.2M +375,064 +82%
SEI Investments
97
SEI Investments
Pennsylvania
$27.2M +$25M +709,224 +582%
Brown Advisory
98
Brown Advisory
Maryland
$27.2M +$19.5M +552,416 +199%
CA
99
Cetera Advisors
Colorado
$27.1M +$914K +25,928 +3%
ClearBridge Investments
100
ClearBridge Investments
New York
$27M +$29M +821,712 +17,234%

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.