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iShares Russell 1000 Growth ETF

783 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

55% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761783 (+22)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
783
Holders Change
+22
Holders Change %
+2.89%
% of All Funds
19.49%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
76
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Cribstone Capital Management
Maine
$3.02M -$84.1K -3,032 -3%
FIMS
277
FBL Investment Management Services
Iowa
$3.02M
SSW
278
Smith Shellnut Wilson
Mississippi
$2.97M
PV
279
Private Vista
Illinois
$2.97M +$17.4K +628 +0.6%
I
280
IberiaBank
Louisiana
$2.96M +$413K +14,892 +17%
FDCC
281
Foster Dykema Cabot & Co
Massachusetts
$2.95M
WIC
282
Whitegate Investment Counselors
New Hampshire
$2.92M +$345K +12,444 +14%
DPI
283
Diversified Portfolios Inc
Michigan
$2.92M -$366K -13,180 -11%
WDL
284
Well Done LLC
Michigan
$2.85M
EVM
285
Eaton Vance Management
Massachusetts
$2.84M -$351K -12,656 -11%
OPCM
286
Osborne Partners Capital Management
California
$2.82M
BAM
287
Berkshire Asset Management
Pennsylvania
$2.79M
HSA
288
HBK Sorce Advisory
Pennsylvania
$2.78M -$134K -4,828 -5%
HB
289
Homrich & Berg
Georgia
$2.77M -$746K -26,888 -22%
AAS
290
Annex Advisory Services
Wisconsin
$2.76M -$153K -5,528 -5%
SLT
291
St Louis Trust
Missouri
$2.66M -$306K -11,032 -11%
TLIC
292
Thai Life Insurance Company
Thailand
$2.65M
SCA
293
Stillwater Capital Advisors
Pennsylvania
$2.63M +$232K +8,356 +10%
RWG
294
Regal Wealth Group
California
$2.63M +$333 +12 +0%
CCM
295
Coldstream Capital Management
Washington
$2.6M +$40.8K +1,472 +2%
BFG
296
Barber Financial Group
Kansas
$2.56M +$380K +13,688 +18%
IP
297
Investment Partners
Ohio
$2.54M +$92.6K +3,340 +4%
CTC
298
Central Trust Company
Missouri
$2.52M -$39.3K -1,416 -2%
CM
299
Castleark Management
Illinois
$2.47M -$763K -27,520 -24%
FWP
300
FAS Wealth Partners
Kansas
$2.46M -$392K -14,148 -14%

IWF Hedge Fund Activity: Q1 2017 in Review

783 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IWF positions and 49 closed out — a net gain of 27 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 783 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 76 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.