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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
UR
251
USCA RIA
Texas
$4.01M -$353K -12,712 -8%
OC
252
Oppenheimer & Co
New York
$3.94M -$209K -7,524 -5%
DWM
253
Doyle Wealth Management
Florida
$3.79M +$3.7M +133,404 New
AW
254
ACG Wealth
Georgia
$3.71M +$549K +19,812 +18%
JIP
255
Jaffetilchin Investment Partners
Florida
$3.68M +$3.59M +129,440 New
CDIA
256
Capital Directions Investment Advisors
Georgia
$3.65M +$25.5K +920 +0.7%
FSA
257
Financial Sense Advisors
California
$3.62M +$266K +9,588 +8%
CI
258
Conning Inc
Connecticut
$3.61M +$283K +10,200 +9%
CSM
259
CAMG Solamere Management
North Carolina
$3.6M
RPG
260
Risk Paradigm Group
Texas
$3.53M -$337K -12,148 -9%
SIA
261
Starfire Investment Advisers
Michigan
$3.46M +$24.4K +880 +0.7%
AIM
262
Avity Investment Management
Connecticut
$3.37M +$181K +6,540 +6%
ABC
263
Associated Banc-Corp
Wisconsin
$3.36M -$71.8K -2,588 -2%
VWM
264
Valley Wealth Managers
New Jersey
$3.32M -$150K -5,400 -4%
RTS
265
Round Table Services
New Jersey
$3.32M +$94.2K +3,396 +3%
DMC
266
Drexel Morgan & Co
Pennsylvania
$3.27M -$82.8K -2,984 -3%
WT
267
Whittier Trust
California
$3.24M -$717K -25,852 -19%
HNB
268
Huntington National Bank
Ohio
$3.18M
GC
269
Garde Capital
Washington
$3.13M -$328K -11,816 -10%
HCM
270
Hollencrest Capital Management
California
$3.08M +$8.99K +324 +0.3%
MAS
271
Managed Account Services
Florida
$3.07M +$68K +2,452 +2%
MFW
272
Mosaic Family Wealth
Missouri
$3.06M -$114K -4,124 -4%
OCG
273
Opus Capital Group
Ohio
$3.06M -$615K -22,176 -17%
CA
274
Cornerstone Advisory
Maryland
$3.04M -$106K -3,804 -3%
FIB
275
First Interstate Bank
Montana
$3.04M

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.