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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
SSWM
176
Sheets Smith Wealth Management
North Carolina
$10.5M -$3.15M -89,264 -22%
BSW
177
Buckingham Strategic Wealth
Missouri
$10.3M +$204K +5,776 +2%
BCM
178
BTC Capital Management
Iowa
$10.3M +$2.34M +66,440 +27%
RJT
179
Raymond James Trust
Florida
$10.3M -$119K -3,372 -1%
HSA
180
HBK Sorce Advisory
Pennsylvania
$10.3M +$662K +18,780 +6%
EWM
181
Evercore Wealth Management
New York
$10.2M +$1.01M +28,732 +10%
I2I
182
Insight 2811 Inc
Illinois
$10.1M -$3.53M -100,200 -24%
Deutsche Bank
183
Deutsche Bank
Germany
$10M -$1.8M -51,112 -14%
RG
184
Renaissance Group
Kentucky
$9.99M +$10.8M +305,300 New
GLA
185
Great Lakes Advisors
Illinois
$9.81M +$837K +23,752 +9%
TA
186
TCG Advisors
Texas
$9.63M +$10.4M +294,396 New
BTS
187
BB&T Securities
Virginia
$9.49M +$2.49M +70,644 +32%
KFP
188
KMG Fiduciary Partners
Ohio
$9.43M +$10.2M +288,228 New
BWM
189
BT Wealth Management
Georgia
$9.36M +$9.06M +256,928 New
ZIM
190
Zacks Investment Management
Illinois
$9.32M +$9.85M +279,420 +5,349%
FNBOO
191
First National Bank of Omaha
Nebraska
$9.22M -$103K -2,920 -1%
Barclays
192
Barclays
United Kingdom
$9.19M +$1.96M +55,624 +25%
JRP
193
Jasper Ridge Partners
California
$9.13M
BPWA
194
Beacon Pointe Wealth Advisors
California
$9.11M +$9.82M +278,460 New
CBU
195
CIBC Bank USA
Illinois
$9.02M +$536K +15,200 +6%
TC
196
Telemus Capital
Michigan
$9M -$121K -3,420 -1%
MSWMA
197
Market Street Wealth Management Advisors
Indiana
$8.92M +$9.61M +272,608 New
GMA
198
Goldstein Munger & Associates
California
$8.88M -$1.21M -34,232 -11%
DDPIC
199
Deroy & Devereaux Private Investment Counsel
Michigan
$8.84M
GIA
200
GHP Investment Advisors
Colorado
$8.79M -$122K -3,464 -1%

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.