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iShares Russell 1000 Growth ETF

989 hedge funds and large institutions have $29B invested in iShares Russell 1000 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 317 increasing their positions, 385 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

27% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $42.1M

10% more capital invested

Capital invested by funds: $26.4B → $29B (+$2.56B)

5.74% more ownership

Funds ownership: 253.16%258.9% (+5.7%)

3% more funds holding

Funds holding: 960989 (+29)

1% less funds holding in top 10

Funds holding in top 10: 147146 (-1)

18% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 385

Holders
989
Holders Change
+29
Holders Change %
+3.02%
% of All Funds
22.61%
Holding in Top 10
146
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.68%
% of All Funds
3.34%
New
66
Increased
317
Reduced
385
Closed
32
Calls
$53.4M
Puts
$42.1M
Net Calls
+$11.4M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.13B +$106M +2,808,044 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.17B -$4.65M -122,924 -0.2%
Goldman Sachs
3
Goldman Sachs
New York
$1.51B +$20.3M +535,220 +1%
Morgan Stanley
4
Morgan Stanley
New York
$1.39B -$17.6M -464,940 -1%
UBS Group
5
UBS Group
Switzerland
$998M -$3.24M -85,624 -0.3%
Wells Fargo
6
Wells Fargo
California
$920M -$44.9M -1,184,692 -5%
TF
7
TIAA FSB
Florida
$803M -$276M -7,293,320 -26%
M&T Bank
8
M&T Bank
New York
$746M +$59M +1,557,104 +9%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$641M -$19.3M -508,440 -3%
RJA
10
Raymond James & Associates
Florida
$566M -$17.2M -453,264 -3%
BL
11
Balentine LLC
Georgia
$565M +$277M +7,319,552 +102%
SB
12
Suntrust Banks
Georgia
$465M -$4.09M -107,884 -0.9%
Ameriprise
13
Ameriprise
Minnesota
$452M +$28.6M +755,652 +19%
SF
14
Synovus Financial
Georgia
$436M +$3.51M +92,660 +0.8%
PPA
15
Parametric Portfolio Associates
Washington
$406M +$157M +4,139,228 +66%
LPL Financial
16
LPL Financial
California
$394M -$6.58M -173,792 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$378M -$9.44M -249,188 -3%
Northern Trust
18
Northern Trust
Illinois
$372M +$7.09M +187,232 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$352M -$423K -11,176 -0.1%
CM
20
Churchill Management
California
$340M +$8.36M +220,760 +3%
Citigroup
21
Citigroup
New York
$327M +$2.07M +54,588 +0.7%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$314M -$1.9M -50,192 -0.6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$263M +$25.7M +678,664 +11%
N
24
Nuveen
North Carolina
$263M +$255M +6,733,436 New
JMPWA
25
JP Morgan Private Wealth Advisors
California
$251M -$22.9M -603,800 -9%

IWF Hedge Fund Activity: Q3 2018 in Review

989 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2018, worth a combined $29B — up 9.7% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IWF positions and 32 closed out — a net gain of 34 holders — while 317 added to existing stakes and 385 trimmed.

The largest buyer was Balentine LLC, adding an estimated $277M. The largest seller was TIAA FSB, cutting an estimated $276M.

  • 989 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2018, up from 960 in Q2 2018.
  • Funds reported $29B of iShares Russell 1000 Growth ETF stock for Q3 2018, up 9.7% quarter-over-quarter.
  • 66 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2018 and 32 closed out, a net change of +34 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2018 was Balentine LLC, an estimated $277M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2018 was TIAA FSB, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2018.