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iShares Russell 1000 Growth ETF

782 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761782 (+21)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
782
Holders Change
+21
Holders Change %
+2.76%
% of All Funds
19.47%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
75
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
226
First Citizens Bank & Trust
North Carolina
$4.78M +$1.26M +45,496 +37%
WAM
227
Wealthspire Advisors (Maryland)
Maryland
$4.75M +$57.1K +2,060 +1%
JWM
228
Jacobus Wealth Management
Wisconsin
$4.74M +$49.4K +1,780 +1%
RC
229
Rinet Company
Massachusetts
$4.72M -$519K -18,724 -10%
SDWMA
230
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.7M +$44.3K +1,596 +1%
NPF
231
Norris Perne & French
Michigan
$4.69M +$309K +11,148 +7%
CS
232
Comerica Securities
Michigan
$4.64M +$4.52M +163,028 New
SFS
233
Sowell Financial Services
Arkansas
$4.57M +$442K +15,940 +11%
MBTD
234
Mechanics Bank - Trust Department
California
$4.57M -$32.2K -1,160 -0.7%
CCT
235
Country Club Trust
Missouri
$4.56M +$4.44M +160,136 New
LCM
236
Landscape Capital Management
New Jersey
$4.55M +$4.44M +160,000 New
JFA
237
Johanson Financial Advisors
California
$4.46M +$4.35M +156,700 New
DW
238
Domani Wealth
Pennsylvania
$4.35M +$65.5K +2,360 +2%
HCA
239
Harbour Capital Advisors
Virginia
$4.31M
BB
240
Busey Bank
Illinois
$4.29M -$10.3K -372 -0.2%
PG
241
Patten Group
Tennessee
$4.29M +$81.3K +2,932 +2%
SFG
242
Sage Financial Group
Pennsylvania
$4.29M -$48.4K -1,744 -1%
AIA
243
Arbor Investment Advisors
North Carolina
$4.16M -$82.3K -2,968 -2%
HA
244
Hays Advisory
Tennessee
$4.12M
PA
245
Parallel Advisors
California
$4.08M -$1.68M -60,436 -30%
RCAG
246
Rehmann Capital Advisory Group
Michigan
$4.08M -$314K -11,336 -7%
MA
247
MUFG Americas
New York
$4.05M +$56.2K +2,028 +1%
PAS
248
Partnervest Advisory Services
California
$4.05M +$68.3K +2,464 +2%
CAI
249
Capital Advisors Inc
Oklahoma
$4.05M +$29.2K +1,052 +0.7%
PMG
250
ProVise Management Group
Florida
$4.04M -$91.7K -3,308 -2%

IWF Hedge Fund Activity: Q1 2017 in Review

782 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWF positions and 49 closed out — a net gain of 26 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 782 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 75 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.