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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
BCM
176
Brookstone Capital Management
Illinois
$10.5M -$503K -14,348 -4%
RJT
177
Raymond James Trust
Florida
$10.5M -$510K -14,560 -5%
Winslow Capital Management
178
Winslow Capital Management
Minnesota
$10.5M -$4.78M -136,348 -31%
BCM
179
BTC Capital Management
Iowa
$10.3M +$325K +9,280 +3%
CPA
180
Capital Planning Advisors
California
$10.3M -$538K -15,344 -5%
FNBOO
181
First National Bank of Omaha
Nebraska
$10.1M -$505K -14,400 -5%
BPB
182
Badgley, Phelps & Bell
Washington
$9.69M +$76.3K +2,176 +0.8%
HCMT
183
Highland Capital Management (Tennessee)
Tennessee
$9.58M +$701 +20 +0%
JRP
184
Jasper Ridge Partners
California
$9.49M
GIA
185
GHP Investment Advisors
Colorado
$9.44M -$182K -5,188 -2%
CBU
186
CIBC Bank USA
Illinois
$9.43M -$1.42M -40,488 -13%
Brown Advisory
187
Brown Advisory
Maryland
$9.32M -$3.88M -110,696 -29%
EWM
188
Evercore Wealth Management
New York
$9.3M -$126K -3,608 -1%
TC
189
Telemus Capital
Michigan
$9.25M -$36.3K -1,036 -0.4%
DLHL
190
Donald L. Hagan LLC
Florida
$9.22M +$239K +6,828 +3%
Natixis Advisors
191
Natixis Advisors
Massachusetts
$8.98M +$226K +6,452 +3%
OAM
192
Occidental Asset Management
California
$8.92M +$16.1K +460 +0.2%
FAAS
193
First Allied Advisory Services
California
$8.91M -$392K -11,172 -4%
Neuberger Berman Group
194
Neuberger Berman Group
New York
$8.87M -$4.83M -137,796 -35%
VanEck Associates
195
VanEck Associates
New York
$8.85M +$787K +22,464 +9%
SIAS
196
Shine Investment Advisory Services
Colorado
$8.75M -$62.5K -1,784 -0.7%
OCM
197
One Capital Management
California
$8.68M -$582K -16,600 -6%
Kayne Anderson Rudnick Investment Management
198
Kayne Anderson Rudnick Investment Management
California
$8.64M -$399K -11,392 -4%
Capital Fund Management (CFM)
199
Capital Fund Management (CFM)
France
$8.64M +$5.4M +154,000 +154%
PCG
200
Private Capital Group
Connecticut
$8.54M +$368K +10,488 +4%

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.