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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
AFP
1101
Ausdal Financial Partners
Iowa
-$410K -10,516 Closed
PWMAG
1102
Pinnacle Wealth Management Advisory Group
New Jersey
-$406K -10,420 Closed
DAS
1103
Dynamic Advisor Solutions
Arizona
-$353K -9,052 Closed
VAM
1104
Verity Asset Management
North Carolina
-$335K -8,600 Closed
SA
1105
Sicart Associates
New York
-$313K -8,000 Closed
BRF
1106
B. Riley Financial
California
-$307K -7,860 Closed
KLI
1107
Kelman-Lazarov Inc
Tennessee
-$304K -7,808 Closed
EP
1108
Edgestream Partners
New Jersey
-$293K -7,512 Closed
CCT
1109
Chemung Canal Trust
New York
-$287K -7,352 Closed
CCM
1110
Carlson Capital Management
Minnesota
-$285K -7,316 Closed
BA
1111
Bristlecone Advisors
Washington
-$254K -6,504 Closed
FDCDDQ
1112
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$220K -6,400 Closed
EFS
1113
Essex Financial Services
Connecticut
-$246K -6,304 Closed
KA
1114
Kovack Advisors
Florida
-$245K -6,284 Closed
FMW
1115
Farr Miller & Washington
District of Columbia
-$238K -6,100 Closed
BIM
1116
Bridgecreek Investment Management
Oklahoma
-$234K -6,000 Closed
PAG
1117
Pinnacle Advisory Group
Maryland
-$234K -6,000 Closed
BTW
1118
Boston Trust Walden
Massachusetts
-$230K -5,900 Closed
FWM
1119
FFT Wealth Management
Pennsylvania
-$229K -5,880 Closed
OA
1120
Oxbow Advisors
Texas
-$229K -5,860 Closed
LP
1121
LGL Partners
Pennsylvania
-$228K -5,848 Closed
SBIA
1122
Sheaff Brock Investment Advisors
Indiana
-$224K -5,736 Closed
VST
1123
Van Strum & Towne
California
-$222K -5,704 Closed
JIP
1124
Jaffetilchin Investment Partners
Florida
-$220K -5,652 Closed
FWCM
1125
Ferguson Wellman Capital Management
Oregon
-$219K -5,616 Closed

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.