We are live on ! Find out more
IWF icon

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
FCA
1001
FinTrust Capital Advisors
South Carolina
$54K +$57.7K +1,636 New
BAM
1002
Barrett Asset Management
New York
$52K
IDBONY
1003
Israel Discount Bank of New York
New York
$52K
RIA
1004
RPG Investment Advisory
California
$52K +$5.64K +160 +11%
MAU
1005
MRA Associates USA
Arizona
$49K +$52.5K +1,488 New
SA
1006
SRH Advisors
Kansas
$47K
MIM
1007
Macroview Investment Management
Maryland
$44K -$14.5K -412 -24%
AA
1008
AlphaMark Advisors
Kentucky
$44K
CBT
1009
Capital Bank & Trust
California
$44K
MCM
1010
McKinley Capital Management
Alaska
$43K -$7.05K -200 -13%
AAP
1011
Arax Advisory Partners
Colorado
$39K -$13.5K -384 -24%
MWC
1012
MKD Wealth Coaches
Michigan
$37K +$39.5K +1,120 New
BWL
1013
Bogart Wealth LLC
Virginia
$35K -$9.31K -264 -20%
CFN
1014
Cordasco Financial Network
Florida
$33K
HI
1015
Hudock Inc
Pennsylvania
$31K
SFC
1016
SYM Financial Corp
Indiana
$31K
RCG
1017
Ruggie Capital Group
Florida
$30K +$32.3K +916 New
CWM
1018
Cranbrook Wealth Management
Michigan
$28K
FIB
1019
First Interstate Bank
Montana
$26K
NSB
1020
Norway Savings Bank
Maine
$26K
RMC
1021
Resources Management Corp
Connecticut
$25K +$27.1K +768 New
1NWS
1022
1 North Wealth Services
Maryland
$24K +$25.4K +720 New
DAM
1023
Delta Asset Management
Tennessee
$23K
BRC
1024
Bell Rock Capital
Delaware
$23K +$19.6K +556 +366%
LGWM
1025
Litman Gregory Wealth Management
California
$22K

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.