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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
251
Harbour Capital Advisors
Virginia
$4.54M -$104K -3,400 -2%
HA
252
Hays Advisory
Tennessee
$4.53M
AIA
253
Arbor Investment Advisors
North Carolina
$4.53M -$1.47K -48 -0%
BCM
254
Bridgeway Capital Management
Texas
$4.5M +$4.41M +144,000 New
PG
255
Patten Group
Tennessee
$4.47M -$531K -17,340 -11%
UR
256
USCA RIA
Texas
$4.46M
WA
257
Wilshire Advisors
California
$4.45M -$128K -4,196 -3%
RCAG
258
Rehmann Capital Advisory Group
Michigan
$4.41M -$1.1K -36 -0%
LP
259
LGL Partners
Pennsylvania
$4.37M +$4.28M +139,768 New
PMG
260
ProVise Management Group
Florida
$4.33M -$41.6K -1,360 -1%
PA
261
Parallel Advisors
California
$4.3M -$185K -6,060 -4%
SDWMA
262
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.24M -$270K -8,820 -6%
DWM
263
Doyle Wealth Management
Florida
$4.19M +$71.6K +2,340 +2%
CSM
264
CAMG Solamere Management
North Carolina
$4.16M
TF
265
Tompkins Financial
New York
$4.16M -$619K -20,216 -13%
PAS
266
Partnervest Advisory Services
California
$4.14M -$131K -4,280 -3%
VFA
267
Valeo Financial Advisors
Indiana
$4.13M +$4.04M +132,172 New
RhumbLine Advisers
268
RhumbLine Advisers
Massachusetts
$4.11M -$1.53M -50,076 -28%
AW
269
ACG Wealth
Georgia
$4.05M -$178K -5,804 -4%
SSW
270
Smith Shellnut Wilson
Mississippi
$3.96M +$682K +22,280 +21%
CDIA
271
Capital Directions Investment Advisors
Georgia
$3.95M -$8.57K -280 -0.2%
SIA
272
Starfire Investment Advisers
Michigan
$3.85M +$4.28K +140 +0.1%
VWM
273
Valley Wealth Managers
New Jersey
$3.83M +$121K +3,960 +3%
RCM
274
RNC Capital Management
California
$3.76M -$1.36M -44,400 -27%
HNB
275
Huntington National Bank
Ohio
$3.74M

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.