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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
BPB
151
Badgley, Phelps & Bell
Washington
$15.5M +$5.49M +155,612 +49%
DWM
152
Dakota Wealth Management
Florida
$15.3M +$1.13K +32 +0%
SWP
153
Stratos Wealth Partners
Ohio
$15.1M -$10.6M -301,036 -40%
CFA
154
Capstone Financial Advisors
Illinois
$15M
DCP
155
DSM Capital Partners
Florida
$14.9M +$15.9M +450,664 +8,614%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$14.7M
Sands Capital Management
157
Sands Capital Management
Virginia
$13.8M +$14.9M +422,260 New
UWPG
158
Ullmann Wealth Partners Group
Florida
$13.8M -$1.11M -31,628 -7%
SG Americas Securities
159
SG Americas Securities
New York
$13.6M -$3.3M -93,488 -18%
Two Sigma Advisers
160
Two Sigma Advisers
New York
$13.5M -$3.91M -110,800 -21%
CG
161
Corundum Group
Colorado
$13.1M +$14.2M +401,720 New
FIG
162
FundX Investment Group
California
$13.1M -$21.3M -604,324 -60%
Natixis Advisors
163
Natixis Advisors
Massachusetts
$12.9M +$7.13M +202,264 +105%
RIS
164
Retirement Income Solutions
Michigan
$12.6M +$906K +25,688 +7%
BJL
165
Brighton Jones LLC
Washington
$12.5M -$804K -22,804 -6%
Kayne Anderson Rudnick Investment Management
166
Kayne Anderson Rudnick Investment Management
California
$12.4M +$4.43M +125,584 +50%
NA
167
Nottingham Advisors
New York
$12.3M +$224K +6,340 +2%
PWM
168
Paulson Wealth Management
Illinois
$11.7M +$7.65M +217,088 +175%
OBWP
169
O'Brien Wealth Partners
Massachusetts
$11.6M -$618K -17,536 -5%
AWE
170
Avidian Wealth Enterprises
Texas
$11.6M +$12.5M +354,104 New
Neuberger Berman Group
171
Neuberger Berman Group
New York
$11.5M +$3.23M +91,508 +35%
AIA
172
Alera Investment Advisors
Illinois
$11.3M +$12.2M +346,044 New
CCT
173
Country Club Trust
Missouri
$10.9M -$1.5M -42,676 -11%
OAM
174
Oppenheimer Asset Management
New York
$10.8M +$7.24M +205,396 +163%
BAAM
175
Baker Avenue Asset Management
California
$10.7M -$2.76M -78,264 -19%

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.