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iShares Russell 1000 Growth ETF

989 hedge funds and large institutions have $29B invested in iShares Russell 1000 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 317 increasing their positions, 385 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

27% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $42.1M

10% more capital invested

Capital invested by funds: $26.4B → $29B (+$2.56B)

5.74% more ownership

Funds ownership: 253.16%258.9% (+5.7%)

3% more funds holding

Funds holding: 960989 (+29)

1% less funds holding in top 10

Funds holding in top 10: 147146 (-1)

18% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 385

Holders
989
Holders Change
+29
Holders Change %
+3.02%
% of All Funds
22.61%
Holding in Top 10
146
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
3.34%
New
66
Increased
317
Reduced
385
Closed
32
Calls
$53.4M
Puts
$42.1M
Net Calls
+$11.4M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
I
101
IberiaBank
Louisiana
$28.1M +$17.2M +453,632 +170%
CL
102
CPWM LLC
Washington
$28M -$216K -5,708 -0.8%
MCM
103
MV Capital Management
Maryland
$27.5M -$307K -8,104 -1%
QI
104
QS Investors
New York
$26.6M -$1.39M -36,668 -5%
BF
105
BOK Financial
Oklahoma
$26.5M +$1.25M +33,068 +5%
FAM
106
Flaharty Asset Management
Florida
$26.4M +$645K +17,020 +3%
CA
107
Calton & Associates
Florida
$26.4M -$1.89M -49,908 -7%
MBT
108
Montecito Bank & Trust
California
$26.2M -$1.9M -50,280 -7%
MCM
109
MAI Capital Management
Ohio
$26M +$96K +2,536 +0.4%
AF
110
Advisornet Financial
Minnesota
$25.9M -$2.74M -72,396 -10%
JIC
111
Johnson Investment Counsel
Ohio
$25.8M -$157K -4,136 -0.6%
AI
112
Accredited Investors
Minnesota
$25.8M -$644K -17,008 -3%
MIAN
113
Mariner Independent Advisor Network
Kansas
$25.6M +$19.1M +505,368 +332%
FCI
114
Financial Counselors Inc
Kansas
$25.1M -$222M -5,874,308 -90%
IIC
115
Integrated Investment Consultants
Michigan
$24.9M -$332K -8,756 -1%
SQA
116
Simon Quick Advisors
New Jersey
$24.9M -$1.53M -40,284 -6%
FSA
117
Financial Services Advisory
Maryland
$24.5M +$5.85M +154,572 +33%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$24.4M +$120K +3,180 +0.5%
IA
119
IndexIQ Advisors
New York
$24.2M -$5.15M -136,012 -18%
CAL
120
Capital Advisors Ltd
Ohio
$23.8M -$204K -5,388 -0.9%
ANTB
121
AMG National Trust Bank
Colorado
$23.5M +$836K +22,076 +4%
BCA
122
Berman Capital Advisors
Georgia
$22.8M -$2.65M -69,976 -11%
SWMG
123
Sanchez Wealth Management Group
Florida
$22.6M -$45.6K -1,204 -0.2%
UCFA
124
United Capital Financial Advisors
Texas
$21.8M -$1.4M -37,076 -6%
AWP
125
Ascent Wealth Partners
New York
$21.6M +$29.7K +784 +0.1%

IWF Hedge Fund Activity: Q3 2018 in Review

989 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2018, worth a combined $29B — up 9.7% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IWF positions and 32 closed out — a net gain of 34 holders — while 317 added to existing stakes and 385 trimmed.

The largest buyer was Balentine LLC, adding an estimated $277M. The largest seller was TIAA FSB, cutting an estimated $276M.

  • 989 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2018, up from 960 in Q2 2018.
  • Funds reported $29B of iShares Russell 1000 Growth ETF stock for Q3 2018, up 9.7% quarter-over-quarter.
  • 66 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2018 and 32 closed out, a net change of +34 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2018 was Balentine LLC, an estimated $277M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2018 was TIAA FSB, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2018.