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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
PA
976
Planning Alternatives
Michigan
-$740K -21,988 Closed
Massachusetts Financial Services
977
Massachusetts Financial Services
Massachusetts
-$620K -18,424 Closed
IG
978
Ithaka Group
Virginia
-$620K -18,400 Closed
Citadel Advisors
979
Citadel Advisors
Florida
-$598K -17,748 Closed
ACP
980
Ashfield Capital Partners
California
-$568K -16,884 Closed
Wolverine Trading
981
Wolverine Trading
Illinois
-$561K -16,648 Closed
MLIC
982
Mandatum Life Insurance Company
Finland
-$493K -14,652 Closed
Kovitz Investment Group Partners
983
Kovitz Investment Group Partners
Illinois
-$487 -14,456 Closed
Verition Fund Management
984
Verition Fund Management
Connecticut
-$437K -12,980 Closed
AAM
985
AMI Asset Management
California
-$407K -12,096 Closed
Federated Hermes
986
Federated Hermes
Pennsylvania
-$384K -11,396 Closed
RP
987
Riverbridge Partners
Minnesota
-$378K -11,232 Closed
PTC
988
Philadelphia Trust Company
Pennsylvania
-$325K -9,652 Closed
Edgewood Management
989
Edgewood Management
Connecticut
-$311K -9,236 Closed
VCA
990
Verdence Capital Advisors
Maryland
-$289K -8,596 Closed
RC
991
RegentAtlantic Capital
New Jersey
-$274K -8,148 Closed
BHA
992
Beech Hill Advisors
New York
-$246K -7,308 Closed
CCMG
993
Clark Capital Management Group
Pennsylvania
-$235K -6,968 Closed
AIFS
994
A&I Financial Services
Colorado
-$217K -6,448 Closed
GCA
995
Greenwood Capital Associates
South Carolina
-$211K -6,272 Closed
STA
996
Summit Trail Advisors
New York
-$209K -6,196 Closed
SAM
997
Sequent Asset Management
Texas
-$207K -6,160 Closed
FI
998
FormulaFolio Investments
Michigan
-$204K -6,048 Closed
CG
999
Cutler Group
California
-$182K -5,200 Closed
KJWM
1000
Kiley Juergens Wealth Management
Washington
-$108K -3,216 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.