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iShares Russell 1000 Growth ETF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153147 (-6)

17.27% less ownership

Funds ownership: 270.43%253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.63B +$192M +5,436,440 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2B -$14.7M -417,436 -0.7%
Goldman Sachs
3
Goldman Sachs
New York
$1.37B +$47.9M +1,358,016 +4%
Morgan Stanley
4
Morgan Stanley
New York
$1.3B +$27M +764,364 +2%
TF
5
TIAA FSB
Florida
$1B +$69.5M +1,969,340 +8%
UBS Group
6
UBS Group
Switzerland
$924M +$15.3M +434,584 +2%
Wells Fargo
7
Wells Fargo
California
$890M -$34.8M -985,688 -4%
M&T Bank
8
M&T Bank
New York
$636M -$6.85M -194,092 -1%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$609M -$19.2M -544,864 -3%
RJA
10
Raymond James & Associates
Florida
$538M -$15.6M -442,624 -3%
SB
11
Suntrust Banks
Georgia
$433M -$12.7M -359,988 -3%
SF
12
Synovus Financial
Georgia
$399M +$12.8M +362,276 +3%
LPL Financial
13
LPL Financial
California
$369M +$430K +12,168 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$357M -$135M -3,814,156 -28%
Northern Trust
15
Northern Trust
Illinois
$336M +$91.9K +2,604 +0%
JP Morgan Chase
16
JP Morgan Chase
New York
$325M -$7.07M -200,316 -2%
CM
17
Churchill Management
California
$305M +$8.84M +250,524 +3%
Citigroup
18
Citigroup
New York
$299M -$10M -284,332 -3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$291M -$18.5M -524,040 -6%
BL
20
Balentine LLC
Georgia
$258M +$342K +9,692 +0.1%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$253M +$11.3M +319,916 +5%
ECM
22
ETrade Capital Management
Virginia
$244M +$6.95M +196,764 +3%
BlackRock
23
BlackRock
New York
$234M +$25M +706,936 +12%
PPA
24
Parametric Portfolio Associates
Washington
$225M +$3.31M +93,892 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$218M +$2.24M +63,432 +1%