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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
N
151
Natixis
France
$15.5M +$422K +12,044 +3%
BJL
152
Brighton Jones LLC
Washington
$15.4M -$317K -9,044 -2%
EGA
153
E&G Advisors
Texas
$15.2M +$480K +13,700 +3%
HH
154
HWG Holdings
Texas
$14.3M +$2.31M +65,888 +19%
CG
155
Corundum Group
Colorado
$14.1M +$174K +4,960 +1%
MPM
156
Meritage Portfolio Management
Kansas
$14M +$9.46M +269,860 +191%
GC
157
Gratus Capital
Georgia
$13.9M -$176K -5,020 -1%
SSWM
158
Sheets Smith Wealth Management
North Carolina
$13.8M -$392K -11,196 -3%
I2I
159
Insight 2811 Inc
Illinois
$13.7M +$45.9K +1,308 +0.3%
CCT
160
Country Club Trust
Missouri
$13.6M +$14M +400,716 New
DWM
161
Dakota Wealth Management
Florida
$13.3M +$5.32M +151,796 +63%
IA
162
IFP Advisors
Florida
$13.1M
HMC
163
Higher Moment Capital
Massachusetts
$12.3M -$13.7M -390,840 -52%
OBWP
164
O'Brien Wealth Partners
Massachusetts
$12.2M -$972K -27,732 -7%
Mariner
165
Mariner
Kansas
$11.7M +$16.7K +476 +0.1%
KP
166
Keel Point
Alabama
$11.5M -$218K -6,224 -2%
WAM
167
Wolverine Asset Management
Illinois
$11.4M -$2.03M -57,848 -15%
MWP
168
MYCIO Wealth Partners
Pennsylvania
$11.4M -$251K -7,164 -2%
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$11.1M +$2.21M +63,052 +24%
NA
170
Nottingham Advisors
New York
$11M -$10.5M -300,708 -48%
NA
171
NewEdge Advisors
Louisiana
$10.9M +$713K +20,328 +7%
GMA
172
Goldstein Munger & Associates
California
$10.8M -$765K -21,820 -6%
HSA
173
HBK Sorce Advisory
Pennsylvania
$10.7M -$597K -17,040 -5%
BSW
174
Buckingham Strategic Wealth
Missouri
$10.6M +$8.33M +237,496 +317%
CWA
175
Clarus Wealth Advisors
Arizona
$10.5M +$3.39M +96,568 +45%

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.