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iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
RC
226
Rinet Company
Massachusetts
$3.89M +$832 +32 +0%
OAM
227
Occidental Asset Management
California
$3.83M +$27.8K +1,068 +0.7%
WT
228
Whittier Trust
California
$3.79M -$208K -7,996 -5%
PMG
229
ProVise Management Group
Florida
$3.78M -$205K -7,888 -5%
HA
230
Hays Advisory
Tennessee
$3.77M
PAS
231
Partnervest Advisory Services
California
$3.75M +$152K +5,836 +4%
Neuberger Berman Group
232
Neuberger Berman Group
New York
$3.68M +$3.67M +141,332 New
PG
233
Patten Group
Tennessee
$3.65M -$31K -1,192 -0.8%
AIA
234
Allegis Investment Advisors
Idaho
$3.64M +$755K +29,048 +26%
TF
235
Tompkins Financial
New York
$3.54M +$3.54M +136,080 New
PPA
236
Parametric Portfolio Associates
Washington
$3.48M -$205M -7,889,716 -98%
OCG
237
Opus Capital Group
Ohio
$3.46M +$314K +12,076 +10%
MWP
238
MYCIO Wealth Partners
Pennsylvania
$3.43M +$22K +848 +0.6%
RIL
239
Rothschild Investment LLC
Illinois
$3.42M +$3.41M +131,204 New
CDIA
240
Capital Directions Investment Advisors
Georgia
$3.37M -$7.07K -272 -0.2%
HB
241
Homrich & Berg
Georgia
$3.37M +$41.4K +1,592 +1%
GC
242
Garde Capital
Washington
$3.35M +$554K +21,296 +17%
DPI
243
Diversified Portfolios Inc
Michigan
$3.34M -$94.8K -3,648 -3%
ABC
244
Associated Banc-Corp
Wisconsin
$3.28M -$102K -3,920 -3%
VWM
245
Valley Wealth Managers
New Jersey
$3.24M +$531K +20,420 +20%
MFW
246
Mosaic Family Wealth
Missouri
$3.23M -$232K -8,940 -7%
DW
247
Domani Wealth
Pennsylvania
$3.19M -$142K -5,476 -4%
AL
248
Aspiriant LLC
California
$3.14M -$861K -33,128 -22%
SIA
249
Starfire Investment Advisers
Michigan
$3.14M +$24.9K +956 +0.8%
SCA
250
Stillwater Capital Advisors
Pennsylvania
$3.1M +$969K +37,280 +46%

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.