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iShares Russell 1000 Growth ETF

948 hedge funds and large institutions have $26B invested in iShares Russell 1000 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 273 increasing their positions, 426 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

12.48% more ownership

Funds ownership: 257.95%270.43% (+12%)

0% less capital invested

Capital invested by funds: $26B → $26B (-$37.3M)

0% less funds holding

Funds holding: 950948 (-2)

3% less funds holding in top 10

Funds holding in top 10: 157153 (-4)

19% less call options, than puts

Call options by funds: $18.1M | Put options by funds: $22.5M

36% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 426

Holders
948
Holders Change
-2
Holders Change %
-0.21%
% of All Funds
21.73%
Holding in Top 10
153
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.55%
% of All Funds
3.51%
New
62
Increased
273
Reduced
426
Closed
50
Calls
$18.1M
Puts
$22.5M
Net Calls
-$4.34M
Net Calls Change
+$65M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MV Capital Management
Maryland
$25.6M -$4.32M -123,112 -14%
AF
102
Advisornet Financial
Minnesota
$25.6M +$3.03M +86,420 +13%
FIG
103
FundX Investment Group
California
$25.5M +$4.76M +135,880 +22%
QI
104
QS Investors
New York
$25.5M -$517K -14,756 -2%
PFPT
105
Pinnacle Financial Partners (Tennessee)
Tennessee
$25.5M -$1.42M -40,552 -5%
CL
106
CPWM LLC
Washington
$24.9M -$1.01M -28,912 -4%
MIAN
107
Mariner Independent Advisor Network
Kansas
$24.3M +$13.5M +385,824 +118%
SWP
108
Stratos Wealth Partners
Ohio
$24.2M -$447K -12,760 -2%
American Century Companies
109
American Century Companies
Missouri
$23.8M +$14.8M +421,548 +151%
AI
110
Accredited Investors
Minnesota
$23.6M -$1.31M -37,432 -5%
AG
111
Advisor Group
Arizona
$23.6M -$1.12M -31,848 -4%
CA
112
Cetera Advisors
Colorado
$23.6M -$6.17M -176,008 -20%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$23.2M +$1.11M +31,524 +5%
MBT
114
Montecito Bank & Trust
California
$23.2M +$597K +17,036 +3%
JIC
115
Johnson Investment Counsel
Ohio
$22.7M +$276K +7,876 +1%
BCA
116
Berman Capital Advisors
Georgia
$22.6M -$1.64M -46,904 -7%
SQA
117
Simon Quick Advisors
New Jersey
$22.6M +$1.67M +47,592 +8%
IC
118
Intersect Capital
California
$22.6M +$3.96M +112,996 +21%
FCI
119
Financial Counselors Inc
Kansas
$22.6M -$1.34M -38,196 -5%
MSL
120
Mackay Shields LLC
New York
$22.3M +$22.9M +654,352 New
MCM
121
MAI Capital Management
Ohio
$22.2M +$471K +13,424 +2%
IIC
122
Integrated Investment Consultants
Michigan
$22.1M +$22.8M +650,048 New
BF
123
BOK Financial
Oklahoma
$21.4M -$444K -12,660 -2%
CAL
124
Capital Advisors Ltd
Ohio
$20.8M -$76.8K -2,192 -0.4%
UCFA
125
United Capital Financial Advisors
Texas
$20.5M +$7.48M +213,332 +55%

IWF Hedge Fund Activity: Q1 2018 in Review

948 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2018, worth a combined $26B — down 0.14% from $26B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IWF positions and 50 closed out — a net gain of 12 holders — while 273 added to existing stakes and 426 trimmed.

The largest buyer was STALEY CAPITAL ADVISERS, adding an estimated $823M. The largest seller was Wells Fargo, cutting an estimated $80.7M.

  • 948 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2018, down from 950 in Q4 2017.
  • Funds reported $26B of iShares Russell 1000 Growth ETF stock for Q1 2018, down 0.14% quarter-over-quarter.
  • 62 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2018 and 50 closed out, a net change of +12 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2018 was STALEY CAPITAL ADVISERS, an estimated $823M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2018 was Wells Fargo, an estimated $80.7M sold.

Based on aggregated 13F filings for Q1 2018.