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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
276
Annex Advisory Services
Wisconsin
$2.73M -$219K -8,772 -7%
FIB
277
First Interstate Bank
Montana
$2.7M -$4.69K -188 -0.2%
HCM
278
Hollencrest Capital Management
California
$2.69M -$622K -24,920 -19%
RTS
279
Round Table Services
New Jersey
$2.66M -$168K -6,720 -6%
SLT
280
St Louis Trust
Missouri
$2.66M -$50.9K -2,040 -2%
DMC
281
Drexel Morgan & Co
Pennsylvania
$2.63M +$656K +26,280 +33%
PV
282
Private Vista
Illinois
$2.62M +$48.2K +1,932 +2%
VWM
283
Valley Wealth Managers
New Jersey
$2.61M -$42.9K -1,720 -2%
WDL
284
Well Done LLC
Michigan
$2.61M +$527K +21,100 +25%
HCIA
285
Hochman Cole Investment Advisors
Illinois
$2.55M +$9.29K +372 +0.4%
FNT
286
First National Trust
Pennsylvania
$2.55M -$20.6K -824 -0.8%
OPCM
287
Osborne Partners Capital Management
California
$2.5M -$200K -8,000 -7%
ST
288
Sageworth Trust
Pennsylvania
$2.5M -$84.7K -3,392 -3%
MLL
289
Moody Lynn & Lieberson
Massachusetts
$2.48M -$1.28M -51,440 -34%
BAM
290
Berkshire Asset Management
Pennsylvania
$2.47M -$62.8K -2,516 -2%
CWM
291
Concert Wealth Management
California
$2.44M +$38.5K +1,540 +2%
OC
292
Oppenheimer & Co
New York
$2.44M -$978K -39,172 -29%
EVM
293
Eaton Vance Management
Massachusetts
$2.44M -$40.2K -1,608 -2%
MCM
294
Manchester Capital Management
Vermont
$2.38M -$726K -29,060 -23%
HNB
295
Huntington National Bank
Ohio
$2.36M
BFA
296
Beaumont Financial Advisors
Massachusetts
$2.34M +$214K +8,580 +10%
HTC
297
Haverford Trust Company
Pennsylvania
$2.33M +$3.69K +148 +0.2%
PFA
298
Pure Financial Advisors
California
$2.29M -$23.6K -944 -1%
WIC
299
Whitegate Investment Counselors
New Hampshire
$2.28M +$2.27M +90,776 New
ACM
300
Argentus Capital Management
Texas
$2.27M +$133K +5,340 +6%

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.