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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
MA
251
MUFG Americas
New York
$3.06M -$106K -4,076 -3%
NPC
252
National Planning Corporation
California
$3.06M +$61K +2,348 +2%
DMC
253
Drexel Morgan & Co
Pennsylvania
$3.01M +$274K +10,528 +10%
CCM
254
Cribstone Capital Management
Maine
$2.99M -$298K -11,460 -9%
CM
255
Castleark Management
Illinois
$2.98M
FDCC
256
Foster Dykema Cabot & Co
Massachusetts
$2.97M +$2.97M +114,160 New
CI
257
Conning Inc
Connecticut
$2.95M +$41.6K +1,600 +1%
AIM
258
Avity Investment Management
Connecticut
$2.89M +$12.5K +480 +0.4%
HSA
259
HBK Sorce Advisory
Pennsylvania
$2.88M -$286K -11,016 -9%
CA
260
Cornerstone Advisory
Maryland
$2.85M -$67.7K -2,604 -2%
FSA
261
Financial Sense Advisors
California
$2.82M -$500K -19,244 -15%
FIB
262
First Interstate Bank
Montana
$2.8M
HCM
263
Hollencrest Capital Management
California
$2.8M +$9.15K +352 +0.3%
FIMS
264
FBL Investment Management Services
Iowa
$2.78M
SLT
265
St Louis Trust
Missouri
$2.76M +$1.14K +44 +0%
FWP
266
FAS Wealth Partners
Kansas
$2.68M -$1.38M -52,972 -34%
AW
267
ACG Wealth
Georgia
$2.65M -$900K -34,616 -25%
HCIA
268
Hochman Cole Investment Advisors
Illinois
$2.63M -$17.5K -672 -0.7%
OPCM
269
Osborne Partners Capital Management
California
$2.6M
CG
270
Cutler Group
California
$2.59M +$2.59M +99,548 New
AAS
271
Annex Advisory Services
Wisconsin
$2.59M -$247K -9,484 -9%
CCT
272
Country Club Trust
Missouri
$2.58M +$621K +23,880 +32%
ACN
273
Advisor Consultant Network
Ohio
$2.58M +$2.58M +99,216 New
EVM
274
Eaton Vance Management
Massachusetts
$2.58M +$49.8K +1,916 +2%
MLL
275
Moody Lynn & Lieberson
Massachusetts
$2.56M -$17.7K -680 -0.7%

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.