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iShares Russell 1000 Growth ETF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153147 (-6)

17.27% less ownership

Funds ownership: 270.43%253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
151
Brighton Jones LLC
Washington
$15.1M -$1.09M -30,996 -7%
SSWM
152
Sheets Smith Wealth Management
North Carolina
$15M +$384K +10,888 +3%
DWM
153
Dakota Wealth Management
Florida
$14.9M +$776K +21,988 +6%
CCT
154
Country Club Trust
Missouri
$14.7M +$284K +8,060 +2%
IA
155
IFP Advisors
Florida
$14.5M +$541K +15,340 +4%
CG
156
Corundum Group
Colorado
$14.1M -$758K -21,484 -5%
I2I
157
Insight 2811 Inc
Illinois
$13.7M -$771K -21,836 -5%
RIS
158
Retirement Income Solutions
Michigan
$12.9M -$6.56M -185,932 -34%
Winslow Capital Management
159
Winslow Capital Management
Minnesota
$12.9M +$1.76M +49,792 +16%
NA
160
Nottingham Advisors
New York
$12.7M +$1.6M +45,208 +14%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$12.6M +$845K +23,932 +7%
WAM
162
Wolverine Asset Management
Illinois
$12.4M +$309K +8,744 +3%
MWP
163
MYCIO Wealth Partners
Pennsylvania
$12.2M +$231K +6,552 +2%
OBWP
164
O'Brien Wealth Partners
Massachusetts
$11.8M -$1.03M -29,116 -8%
BCM
165
Brookstone Capital Management
Illinois
$11.4M +$280K +7,936 +3%
BSW
166
Buckingham Strategic Wealth
Missouri
$11.3M +$110K +3,108 +1%
HH
167
HWG Holdings
Texas
$11.3M -$3.75M -106,284 -25%
BPB
168
Badgley, Phelps & Bell
Washington
$11M +$749K +21,208 +7%
GMA
169
Goldstein Munger & Associates
California
$11M -$431K -12,200 -4%
HSA
170
HBK Sorce Advisory
Pennsylvania
$10.9M -$393K -11,148 -4%
RJT
171
Raymond James Trust
Florida
$10.5M -$558K -15,812 -5%
CWA
172
Clarus Wealth Advisors
Arizona
$10.5M
EWM
173
Evercore Wealth Management
New York
$10.4M +$580K +16,432 +6%
FNBOO
174
First National Bank of Omaha
Nebraska
$10.3M -$306K -8,680 -3%
Brown Advisory
175
Brown Advisory
Maryland
$10.2M +$372K +10,544 +4%