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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
AIP
1126
ARS Investment Partners
New York
-$217K -5,572 Closed
AAM
1127
Aureus Asset Management
Massachusetts
-$213K -5,460 Closed
CSIC
1128
Clifford Swan Investment Counsel
California
-$212K -5,424 Closed
JCM
1129
Janney Capital Management
Pennsylvania
-$211K -5,416 Closed
BCM
1130
Bourgeon Capital Management
Connecticut
-$211K -5,400 Closed
ISL
1131
Ingalls & Snyder LLC
New York
-$207K -5,300 Closed
MAM
1132
Mastrapasqua Asset Management
Tennessee
-$205K -5,264 Closed
CCMD
1133
Cypress Capital Management (Delaware)
Delaware
-$204K -5,232 Closed
TPW
1134
Tiller Private Wealth
Pennsylvania
-$204K -5,220 Closed
PW
1135
Peninsula Wealth
California
-$202K -5,176 Closed
CGT
1136
Capital Guardian Trust
California
-$185K -4,752 Closed
ML
1137
McAdam LLC
Pennsylvania
-$178K -4,568 Closed
KJWM
1138
Kiley Juergens Wealth Management
Washington
-$160K -4,124 Closed
IP
1139
Intellectus Partners
California
-$161K -4,120 Closed
SWMG
1140
Signature Wealth Management Group
Georgia
-$133K -3,868 Closed
KF
1141
Krilogy Financial
Missouri
-$117K -3,000 Closed
LWCFA
1142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$115K -2,960 Closed
MWPCG
1143
Measured Wealth Private Client Group
New Hampshire
-$110K -2,856 Closed
CAG
1144
Csenge Advisory Group
Florida
-$98K -2,796 Closed
TC
1145
Trilogy Capital
California
-$65K -1,672 Closed
MCM
1146
Mainstay Capital Management
Michigan
-$28K -728 Closed
AWM
1147
Avior Wealth Management
Nebraska
-$23K -596 Closed
SCM
1148
Southport Capital Management
Tennessee
-$8K -200 Closed
AP
1149
Arlington Partners
Alabama
-$7K -168 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.