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iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Whittier Trust
California
$3.98M -$269K -11,368 -7%
SDWMA
227
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.96M -$92.5K -3,916 -2%
HS
228
Horan Securities
United States
$3.96M +$3.72M +157,488 New
JFA
229
Johanson Financial Advisors
California
$3.93M +$12.3K +520 +0.3%
SFG
230
Sage Financial Group
Pennsylvania
$3.8M -$30.9K -1,308 -0.9%
MA
231
MUFG Americas
New York
$3.76M -$776K -32,852 -18%
MLL
232
Moody Lynn & Lieberson
Massachusetts
$3.75M +$3.01M +127,440 +553%
CI
233
Conning Inc
Connecticut
$3.73M +$331K +14,000 +10%
RC
234
Rinet Company
Massachusetts
$3.73M -$57.5K -2,432 -2%
IA
235
IndexIQ Advisors
New York
$3.63M -$9.91M -419,584 -74%
NPF
236
Norris Perne & French
Michigan
$3.63M -$41.2K -1,744 -1%
HA
237
Hays Advisory
Tennessee
$3.62M +$1.32M +56,000 +63%
CGH
238
Cleary Gull Holdings
Wisconsin
$3.61M -$69.7K -2,948 -2%
MFW
239
Mosaic Family Wealth
Missouri
$3.52M -$3.02M -127,700 -47%
PG
240
Patten Group
Tennessee
$3.49M -$103K -4,376 -3%
HB
241
Homrich & Berg
Georgia
$3.42M -$13.4K -568 -0.4%
OC
242
Oppenheimer & Co
New York
$3.4M -$309K -13,072 -9%
PAS
243
Partnervest Advisory Services
California
$3.39M +$130K +5,496 +4%
CCM
244
Cribstone Capital Management
Maine
$3.36M +$231K +9,764 +8%
FWIA
245
Fort Washington Investment Advisors
Ohio
$3.35M -$4.73K -200 -0.1%
DPI
246
Diversified Portfolios Inc
Michigan
$3.31M -$120K -5,072 -4%
HCA
247
Harbour Capital Advisors
Virginia
$3.31M -$90.3K -3,820 -3%
HCM
248
Hollencrest Capital Management
California
$3.29M +$16.5K +700 +0.5%
AW
249
ACG Wealth
Georgia
$3.28M -$70.2K -2,972 -2%
MWP
250
MYCIO Wealth Partners
Pennsylvania
$3.25M -$112K -4,736 -4%

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.