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iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
PV
276
Private Vista
Illinois
$2.56M -$18.9K -728 -0.7%
BAM
277
Berkshire Asset Management
Pennsylvania
$2.55M -$17.5K -672 -0.7%
BFA
278
Beaumont Financial Advisors
Massachusetts
$2.54M +$111K +4,264 +5%
CAM
279
Congress Asset Management
Massachusetts
$2.54M +$1.03M +39,488 +68%
FTS
280
Fifth Third Securities
Ohio
$2.5M +$353K +13,568 +16%
VanEck Associates
281
VanEck Associates
New York
$2.46M +$1.68M +64,732 +217%
MYLI
282
Meiji Yasuda Life Insurance
Japan
$2.43M +$2.42M +93,200 New
CWM
283
Concert Wealth Management
California
$2.41M -$128K -4,928 -5%
CTC
284
Central Trust Company
Missouri
$2.4M +$195K +7,488 +9%
HTC
285
Haverford Trust Company
Pennsylvania
$2.39M -$31.2K -1,200 -1%
ST
286
Sageworth Trust
Pennsylvania
$2.39M -$202K -7,772 -8%
PFA
287
Pure Financial Advisors
California
$2.39M +$9.78K +376 +0.4%
RWG
288
Regal Wealth Group
California
$2.37M +$41.8K +1,608 +2%
WIC
289
Whitegate Investment Counselors
New Hampshire
$2.35M -$13K -500 -0.6%
OC
290
Oppenheimer & Co
New York
$2.35M -$179K -6,900 -7%
Jane Street
291
Jane Street
New York
$2.34M -$2.93M -112,560 -56%
MCM
292
Manchester Capital Management
Vermont
$2.31M -$156K -6,000 -6%
CCM
293
Coldstream Capital Management
Washington
$2.31M +$1.04K +40 +0%
TG
294
Threshold Group
Washington
$2.3M -$725K -27,888 -24%
BL
295
Balentine LLC
Georgia
$2.28M -$252M -9,699,888 -99%
AB
296
Amalgamated Bank
New York
$2.23M +$452K +17,380 +25%
LCM
297
Landscape Capital Management
New Jersey
$2.22M -$1.56M -60,000 -41%
NCM
298
Narwhal Capital Management
Georgia
$2.19M
CS
299
Credit Suisse
Switzerland
$2.14M -$7.81M -300,264 -79%
SCM
300
Sterling Capital Management
North Carolina
$2.14M +$80.8K +3,108 +4%

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.