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iShares Russell 1000 Growth ETF

611 hedge funds and large institutions have $17B invested in iShares Russell 1000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

4% more funds holding

Funds holding: 590611 (+21)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.12% more ownership

Funds ownership: 245.07%245.19% (+0.12%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1.01B)

61% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $9.62M

Holders
611
Holders Change
+21
Holders Change %
+3.56%
% of All Funds
17.06%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
3.15%
New
54
Increased
227
Reduced
213
Closed
30
Calls
$3.74M
Puts
$9.62M
Net Calls
-$5.88M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
276
HM Capital Management
Missouri
$1.92M
FWCM
277
First Western Capital Management
California
$1.92M -$575K -23,348 -22%
CT
278
Coastline Trust
Rhode Island
$1.9M -$24.6K -1,000 -1%
AP
279
Advisors Preferred
Maryland
$1.89M +$315K +12,804 +19%
NCM
280
Narwhal Capital Management
Georgia
$1.85M +$197K +8,000 +11%
ACP
281
Ashfield Capital Partners
California
$1.84M +$1.75M +71,036 +863%
DW
282
Domani Wealth
Pennsylvania
$1.82M +$418K +16,984 +28%
TCM
283
Texan Capital Management
Texas
$1.81M -$539K -21,924 -22%
LWM
284
LBA Wealth Management
Florida
$1.78M +$4.92K +200 +0.3%
PFPT
285
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.77M +$11.7K +476 +0.6%
MFBTD
286
MB Financial Bank - Trust Department
Illinois
$1.77M +$1.82M +73,944 +3,697%
KTC
287
Kistler-Tiffany Companies
Pennsylvania
$1.76M -$306K -12,416 -14%
BB
288
Busey Bank
Illinois
$1.74M +$371K +15,092 +25%
AB
289
Atlas Brown
Kentucky
$1.74M +$41.1K +1,672 +2%
Wellington Management Group
290
Wellington Management Group
Massachusetts
$1.72M -$13.7M -557,332 -88%
EWMCB
291
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.71M
OAM
292
Occidental Asset Management
California
$1.7M +$60K +2,440 +3%
AA
293
Alesco Advisors
New York
$1.68M
CWM
294
Confluence Wealth Management
Oregon
$1.67M +$234K +9,500 +15%
FPTW
295
Franklin, Parlapiano, Turner & Welch
Texas
$1.67M
TAIM
296
TD Ameritrade Investment Management
Nebraska
$1.65M +$109K +4,424 +7%
OIA
297
Optimum Investment Advisors
Illinois
$1.64M +$1.74M +70,628 New
WTC
298
WhitTier Trust Company
Nevada
$1.62M
FLPIM
299
F.L. Putnam Investment Management
Massachusetts
$1.57M -$28K -1,136 -2%
Neuberger Berman Group
300
Neuberger Berman Group
New York
$1.53M +$1.62M +65,652 New

IWF Hedge Fund Activity: Q3 2015 in Review

611 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2015, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWF positions and 30 closed out — a net gain of 24 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $818M. The largest seller was Curian Capital, cutting an estimated $148M.

  • 611 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2015, up from 590 in Q2 2015.
  • Funds reported $17B of iShares Russell 1000 Growth ETF stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 54 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2015 and 30 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2015 was Bank of America, an estimated $818M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2015 was Curian Capital, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2015.