We are live on ! Find out more
IWF icon

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
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$20.5M +$2.26M +64,456 +12%
ANTB
127
AMG National Trust Bank
Colorado
$20M -$706K -20,144 -3%
BWM
128
Brickley Wealth Management
California
$20M -$1.73M -49,380 -8%
ZB
129
Zions Bancorporation
Utah
$20M -$2.88M -82,216 -12%
FAM
130
Flaharty Asset Management
Florida
$19.8M +$1.47M +41,956 +8%
SWMG
131
Sanchez Wealth Management Group
Florida
$18.9M +$214K +6,108 +1%
CAM
132
Crestone Asset Management
Colorado
$18.8M +$35.8K +1,020 +0.2%
EA
133
Edge Advisors
Georgia
$18.8M +$3.57M +101,752 +23%
EIG
134
Ellenbecker Investment Group
Wisconsin
$18.5M -$76.1K -2,172 -0.4%
RIS
135
Retirement Income Solutions
Michigan
$18.5M +$309K +8,820 +2%
RIA
136
RPG Investment Advisory
California
$18.4M +$54.2M +1,547,120 +88,508%
CA
137
Calton & Associates
Florida
$18.3M +$1.32M +37,580 +7%
AP
138
Advisors Preferred
Maryland
$18.3M -$3.05M -87,048 -14%
SB
139
Simmons Bank
Arkansas
$18.3M +$746K +21,268 +4%
AWP
140
Ascent Wealth Partners
New York
$18.3M -$356K -10,156 -2%
FSA
141
Financial Services Advisory
Maryland
$17.3M +$5.84M +166,648 +49%
BAAM
142
Baker Avenue Asset Management
California
$17M +$1.6M +45,560 +10%
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.8M -$2.91M -83,064 -14%
LNC
144
Lincoln National Corp
Pennsylvania
$16.6M -$17M -484,940 -50%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$16.6M +$19.8K +564 +0.1%
FB
146
Fulton Bank
Pennsylvania
$16.4M -$2.53M -72,308 -13%
OWA
147
One Wealth Advisors
California
$16.2M -$1.14M -32,444 -6%
CFA
148
Capstone Financial Advisors
Illinois
$16.1M
CG
149
Colony Group
Massachusetts
$15.8M -$294K -8,400 -2%
UWPG
150
Ullmann Wealth Partners Group
Florida
$15.6M -$1.37M -38,940 -8%

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.