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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Polen Capital Management
276
Polen Capital Management
Florida
$3.72M -$25.3M -826,132 -87%
ABC
277
Associated Banc-Corp
Wisconsin
$3.7M +$57.8K +1,888 +2%
SCA
278
Stillwater Capital Advisors
Pennsylvania
$3.69M +$606K +19,812 +20%
PV
279
Private Vista
Illinois
$3.69M -$46.3K -1,512 -1%
CI
280
Conning Inc
Connecticut
$3.67M -$1.37M -44,920 -28%
OC
281
Oppenheimer & Co
New York
$3.62M -$640K -20,920 -15%
MAS
282
Managed Account Services
Florida
$3.5M +$123K +4,016 +4%
DMC
283
Drexel Morgan & Co
Pennsylvania
$3.5M -$143K -4,684 -4%
AIM
284
Avity Investment Management
Connecticut
$3.41M -$103K -3,372 -3%
HCM
285
Hollencrest Capital Management
California
$3.4M +$10K +328 +0.3%
CA
286
Cornerstone Advisory
Maryland
$3.39M -$213K -6,948 -6%
RPG
287
Risk Paradigm Group
Texas
$3.37M -$239K -7,816 -7%
EVM
288
Eaton Vance Management
Massachusetts
$3.35M +$59.5K +1,944 +2%
WT
289
Whittier Trust
California
$3.32M +$269K +8,792 +9%
FIMS
290
FBL Investment Management Services
Iowa
$3.31M
CCM
291
Coldstream Capital Management
Washington
$3.29M +$258K +8,432 +9%
GG
292
GenWealth Group
New Jersey
$3.23M -$157K -5,132 -5%
RTS
293
Round Table Services
New Jersey
$3.19M -$46.5K -1,520 -1%
BAM
294
Belpointe Asset Management
Nevada
$3.15M +$3.09M +100,836 New
FPS
295
Fieldpoint Private Securities
Connecticut
$3.15M +$3.08M +100,776 New
DPI
296
Diversified Portfolios Inc
Michigan
$3.13M +$72.7K +2,376 +2%
SFS
297
Sowell Financial Services
Arkansas
$3.12M -$435K -14,224 -13%
WIC
298
Whitegate Investment Counselors
New Hampshire
$3.11M -$102K -3,336 -3%
IP
299
Investment Partners
Ohio
$3.1M +$45.7K +1,492 +2%
OPCM
300
Osborne Partners Capital Management
California
$3.06M -$85.1K -2,780 -3%

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.