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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
WIM
976
Westside Investment Management
California
$92.7K +$99.8K +2,832 New
CB
977
CNB Bank
Pennsylvania
$92K
KPCM
978
Kings Point Capital Management
New York
$85K
JGIA
979
Jackson Grant Investment Advisers
Connecticut
$84K +$423 +12 +0.5%
TC
980
Trust Company
Kansas
$77K
TRCT
981
Tower Research Capital (TRC)
New York
$74K -$818K -23,208 -91%
TVWM
982
Tower View Wealth Management
Wisconsin
$73K
TCM
983
Tradewinds Capital Management
Washington
$73K +$21.9K +620 +39%
CFD
984
Creative Financial Designs
Indiana
$73K +$29.9K +848 +62%
JHCP
985
Jackson Hole Capital Partners
Oklahoma
$72K +$78K +2,212 New
BWP
986
Baldwin Wealth Partners
Massachusetts
$69K -$55.3K -1,568 -43%
BC
987
Barnett & Company
Tennessee
$69K
PCTC
988
Perkins Coie Trust Company
Washington
$69K
LWANC
989
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K +$74K +2,100 New
WPW
990
Winthrop Partners - WNY
New York
$65.5K
GSC
991
G&S Capital
Colorado
$65K
AIM
992
Anchor Investment Management
South Carolina
$62.6K
WCM
993
Whitener Capital Management
North Carolina
$62K
VCM
994
Versant Capital Management
Arizona
$61K
WWM
995
Willingdon Wealth Management
North Carolina
$59K
WF
996
WealthTrust Fairport
Ohio
$58K -$141 -4 -0.2%
AOWM
997
Alpha Omega Wealth Management
Virginia
$58K
RWA
998
River Wealth Advisors
Pennsylvania
$56K -$7.05K -200 -10%
CWM
999
Catamount Wealth Management
Connecticut
$55K -$2.82K -80 -5%
W
1000
WealthOne
New York
$55K +$58.9K +1,672 New

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.