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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
William Blair & Company
201
William Blair & Company
Illinois
$8.35M -$561K -16,004 -6%
DDPIC
202
Deroy & Devereaux Private Investment Counsel
Michigan
$8.26M +$344K +9,800 +4%
WSFS
203
Wilmington Savings Fund Society
Delaware
$8.14M -$52.9K -1,508 -0.6%
HS
204
Horan Securities
United States
$8.12M +$393K +11,204 +5%
WAG
205
Winthrop Advisory Group
Massachusetts
$7.99M +$26.1K +744 +0.3%
FFS
206
Founders Financial Securities
Maryland
$7.95M -$1.13M -32,248 -12%
HI
207
Horizon Investments
North Carolina
$7.95M -$1.13M -32,248 -12%
EVM
208
Eaton Vance Management
Massachusetts
$7.86M +$4.24M +120,948 +110%
TSS
209
Two Sigma Securities
New York
$7.86M -$8.8M -250,896 -52%
JFG
210
JMG Financial Group
Illinois
$7.78M -$93.9K -2,680 -1%
CFGF
211
Compass Financial Group (Florida)
Florida
$7.74M -$16.8K -480 -0.2%
UB
212
UMB Bank
Missouri
$7.58M -$92.3K -2,632 -1%
AllianceBernstein
213
AllianceBernstein
Tennessee
$7.5M -$2.33M -66,512 -23%
GLA
214
Great Lakes Advisors
Illinois
$7.49M +$848K +24,180 +12%
RBC
215
Roble Belko & Company
Pennsylvania
$7.47M -$259K -7,400 -3%
AT
216
Arden Trust
Delaware
$7.39M -$1.02M -29,148 -12%
I
217
IberiaBank
Louisiana
$7.24M -$3.96M -113,004 -35%
WAM
218
Wealthspire Advisors (Maryland)
Maryland
$7.2M -$701 -20 -0%
FPFS
219
First Personal Financial Services
North Carolina
$7.04M -$300K -8,548 -4%
LFG
220
LifePlan Financial Group
Ohio
$7.01M -$248K -7,072 -3%
V
221
Veritable
Delaware
$6.98M -$1.63M -46,540 -18%
TH
222
Timber Hill
Connecticut
$6.88M -$4.89M -139,376 -41%
BFM
223
Boston Financial Management
Massachusetts
$6.88M -$203K -5,800 -3%
TW
224
Towerpoint Wealth
California
$6.8M -$559K -15,960 -7%
CCM
225
Colorado Capital Management
Colorado
$6.75M -$61K -1,740 -0.9%

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.