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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
LWM
1026
Lenox Wealth Management
Ohio
$21K
CA
1027
Centerpoint Advisors
Massachusetts
$20K
SFA
1028
Spectrum Financial Alliance
Kentucky
$19K
FMTCOCP
1029
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K
MWM
1030
Mascoma Wealth Management
New Hampshire
$18K
KL
1031
KWMG LLC
Kansas
$17K
CA
1032
Crewe Advisors
Utah
$16K
NWM
1033
Northwest Wealth Management
Iowa
$15K +$141 +4 +0.9%
TNBTD
1034
Trustmark National Bank Trust Department
Mississippi
$14K -$23.5K -668 -61%
PI
1035
PineBridge Investments
New York
$14K -$1.41K -40 -9%
EWM
1036
Elmwood Wealth Management
California
$13K
SFSIG
1037
San Francisco Sentry Investment Group
California
$13K
GWMIA
1038
Global Wealth Management Investment Advisory
Florida
$13K +$14K +396 New
LDFR
1039
Lehman & Derafelo Financial Resources
Pennsylvania
$13K +$14.2K +404 New
NA
1040
NewEdge Advisors
Louisiana
$12.4K -$255K -7,236 -2%
HT
1041
Heritage Trust
Oklahoma
$12K
CBT
1042
Central Bank & Trust
Kentucky
$10K
FEG
1043
Financial Enhancement Group
Indiana
$10K
NSIM
1044
North Star Investment Management
Illinois
$10K
AF
1045
Allworth Financial
California
$9K -$16.1K -456 -62%
SIS
1046
Sound Income Strategies
Florida
$9K
MWC
1047
MBM Wealth Consultants
Missouri
$9K +$9.31K +264 New
FPB
1048
First PREMIER Bank
South Dakota
$9K +$9.59K +272 New
UB
1049
UMB Bank
Missouri
$7.19K -$20.7K -588 -0.3%
LFA
1050
Legacy Financial Advisors
Kentucky
$6K

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.