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iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
276
First National Trust
Pennsylvania
$2.56M -$33.7K -1,428 -1%
HCIA
277
Hochman Cole Investment Advisors
Illinois
$2.53M -$243K -10,292 -9%
PV
278
Private Vista
Illinois
$2.52M +$257K +10,868 +12%
BAM
279
Berkshire Asset Management
Pennsylvania
$2.52M +$126K +5,316 +6%
FPFS
280
First Personal Financial Services
North Carolina
$2.5M +$2.35M +99,512 +13,821%
AI
281
Atria Investments
North Carolina
$2.49M +$151K +6,384 +7%
FTS
282
Fifth Third Securities
Ohio
$2.47M +$2.34M +98,896 New
EVM
283
Eaton Vance Management
Massachusetts
$2.46M +$136K +5,768 +6%
CWM
284
Concert Wealth Management
California
$2.39M -$702K -29,700 -24%
BTS
285
BB&T Securities
Virginia
$2.35M -$1.05M -44,632 -32%
PFA
286
Pure Financial Advisors
California
$2.32M -$332K -14,064 -13%
HTC
287
Haverford Trust Company
Pennsylvania
$2.32M -$75.7K -3,204 -3%
RWG
288
Regal Wealth Group
California
$2.24M -$30.4K -1,288 -1%
SFM
289
Signet Financial Management
New Jersey
$2.22M -$535K -22,628 -20%
SC
290
SouthState Corp
Florida
$2.22M -$133K -5,612 -6%
VFS
291
VSR Financial Services
Kansas
$2.21M +$364K +15,420 +21%
BB
292
Busey Bank
Illinois
$2.16M +$64.2K +2,716 +3%
VWA
293
V Wealth Advisors
Kansas
$2.15M +$2.03M +85,996 New
QCG
294
Quadrant Capital Group
Ohio
$2.13M -$74.2K -3,140 -4%
ACM
295
Argentus Capital Management
Texas
$2.12M +$43.1K +1,824 +2%
RIA
296
Regal Investment Advisors
Michigan
$2.12M -$131K -5,548 -6%
BFA
297
Beaumont Financial Advisors
Massachusetts
$2.11M +$2M +84,732 New
NCM
298
Narwhal Capital Management
Georgia
$2.09M +$97.3K +4,120 +5%
MWM
299
Mission Wealth Management
California
$2.08M -$5.67K -240 -0.3%
WDL
300
Well Done LLC
Michigan
$2.06M +$1.96M +82,772 New

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.