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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
HCMT
201
Highland Capital Management (Tennessee)
Tennessee
$8.71M -$127K -3,600 -1%
WSFS
202
Wilmington Savings Fund Society
Delaware
$8.55M -$37.2K -1,056 -0.4%
AllianceBernstein
203
AllianceBernstein
Tennessee
$8.53M +$1.63M +46,308 +22%
SIAS
204
Shine Investment Advisory Services
Colorado
$8.52M +$93.5K +2,652 +1%
William Blair & Company
205
William Blair & Company
Illinois
$8.47M +$439K +12,452 +5%
V
206
Veritable
Delaware
$8.22M +$1.67M +47,340 +23%
PCG
207
Private Capital Group
Connecticut
$7.97M +$1.55K +44 +0%
FCBT
208
First Citizens Bank & Trust
North Carolina
$7.97M +$3.63M +102,976 +73%
HR
209
Hardy Reed
Mississippi
$7.92M +$8.53M +241,904 New
FAM
210
Fred Alger Management
New York
$7.82M +$8.36M +237,116 +12,350%
HS
211
Horan Securities
United States
$7.77M +$82.6K +2,344 +1%
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$7.67M +$889K +25,220 +12%
FAAS
213
First Allied Advisory Services
California
$7.63M +$22.7K +644 +0.3%
CFGF
214
Compass Financial Group (Florida)
Florida
$7.39M -$144K -4,076 -2%
BC
215
Brio Consultants
California
$7.34M +$7.91M +224,400 New
WAG
216
Winthrop Advisory Group
Massachusetts
$7.34M +$55.4K +1,572 +0.7%
BCM
217
Brookstone Capital Management
Illinois
$7.31M -$2.44M -69,216 -24%
JFG
218
JMG Financial Group
Illinois
$7.28M -$538K -15,252 -6%
Fiera Capital (Canada)
219
Fiera Capital (Canada)
Quebec, Canada
$7.28M +$4.2M +119,112 +115%
WA
220
Waverly Advisors
Alabama
$7.26M +$6.88M +195,220 +735%
RBC
221
Roble Belko & Company
Pennsylvania
$7.21M +$34.1K +968 +0.4%
VanEck Associates
222
VanEck Associates
New York
$7.07M -$19K -540 -0.2%
LCM
223
Logan Capital Management
Pennsylvania
$7.06M +$7.39M +209,696 +3,547%
SWMG
224
Strategic Wealth Management Group
Maryland
$6.98M +$7.51M +213,156 New
SDWMA
225
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.89M +$1.5M +42,464 +25%

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.