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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
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$26.5M -$983K -27,892 -3%
PWAG
102
Polaris Wealth Advisory Group
California
$25.6M -$701K -19,876 -2%
LFWA
103
LBJ Family Wealth Advisors
Texas
$24.4M +$524K +14,868 +2%
I
104
IberiaBank
Louisiana
$24.2M +$650K +18,428 +3%
FCI
105
Financial Counselors Inc
Kansas
$23.4M +$2.5M +70,904 +11%
PFPT
106
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.1M -$1.02M -28,920 -4%
CL
107
CPWM LLC
Washington
$23.1M -$449K -12,748 -2%
MCM
108
MV Capital Management
Maryland
$23M -$116K -3,300 -0.5%
CAM
109
Crestone Asset Management
Colorado
$22.7M +$7.08M +200,764 +41%
MCM
110
MAI Capital Management
Ohio
$22.5M +$761K +21,584 +3%
NFG
111
Nadler Financial Group
Illinois
$22.5M -$3.12M -88,584 -11%
FAM
112
Flaharty Asset Management
Florida
$22M -$88.4K -2,508 -0.4%
CG
113
Colony Group
Massachusetts
$22M +$7.52M +213,272 +46%
CA
114
Calton & Associates
Florida
$21.7M -$464K -13,148 -2%
UCFA
115
United Capital Financial Advisors
Texas
$21.7M +$3.63M +103,000 +18%
BF
116
BOK Financial
Oklahoma
$21.7M -$572K -16,236 -2%
MIAN
117
Mariner Independent Advisor Network
Kansas
$21.7M -$518K -14,688 -2%
MSL
118
Mackay Shields LLC
New York
$21.4M +$4.38M +124,136 +23%
JIC
119
Johnson Investment Counsel
Ohio
$21.3M -$393K -11,156 -2%
MBT
120
Montecito Bank & Trust
California
$21.3M -$828K -23,476 -3%
AI
121
Accredited Investors
Minnesota
$21.1M -$549K -15,560 -2%
PI
122
PHH Investments
Texas
$20.7M -$25.1M -711,264 -53%
IIC
123
Integrated Investment Consultants
Michigan
$20.5M -$455K -12,908 -2%
Macquarie Group
124
Macquarie Group
Australia
$20.2M +$17.1M +486,128 +368%
CAL
125
Capital Advisors Ltd
Ohio
$20M -$50.5K -1,432 -0.2%

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.