We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

611 hedge funds and large institutions have $17B invested in iShares Russell 1000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

4% more funds holding

Funds holding: 590611 (+21)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.12% more ownership

Funds ownership: 245.07%245.19% (+0.12%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1.01B)

61% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $9.62M

Holders
611
Holders Change
+21
Holders Change %
+3.56%
% of All Funds
17.06%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
3.15%
New
54
Increased
227
Reduced
213
Closed
30
Calls
$3.74M
Puts
$9.62M
Net Calls
-$5.88M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
301
Regent Investment Management
Kentucky
$1.52M +$1.61M +65,368 New
PA
302
Pinnacle Associates
New York
$1.5M -$81K -3,292 -5%
OCM
303
Oakwood Capital Management
California
$1.48M +$43.1K +1,752 +3%
RBC
304
Ronald Blue & Co
Georgia
$1.48M -$118K -4,776 -7%
DT
305
Diversified Trust
Tennessee
$1.46M -$283K -11,520 -16%
SGC
306
South Georgia Capital
Illinois
$1.45M +$44.3K +1,800 +3%
SCA
307
Stillwater Capital Advisors
Pennsylvania
$1.44M +$242K +9,832 +19%
EAM
308
Evanson Asset Management
California
$1.44M +$53.6K +2,180 +4%
DMS
309
Discretionary Management Services
Kansas
$1.41M -$4.78M -194,400 -76%
CCG
310
Cypress Capital Group
Florida
$1.4M
VFA
311
Voya Financial Advisors
Connecticut
$1.39M +$130K +5,264 +9%
FA
312
FCG Advisors
New Jersey
$1.36M -$34.9K -1,420 -2%
AIP
313
Ameritas Investment Partners
Nebraska
$1.35M -$68.1K -2,768 -5%
AIS
314
American Investment Services
Massachusetts
$1.33M -$71.9K -2,920 -5%
SHWM
315
Smith & Howard Wealth Management
Georgia
$1.31M -$18.9K -768 -1%
CM
316
Cornerstone Management
Georgia
$1.31M +$11.8K +480 +0.9%
HH
317
Hilltop Holdings
Texas
$1.29M +$492 +20 +0%
BAS
318
Brown Advisory Securities
Maryland
$1.23M -$110K -4,452 -8%
AI
319
Atria Investments
North Carolina
$1.23M -$21.9K -888 -2%
CCT
320
Capital City Trust
Florida
$1.2M -$123K -5,000 -9%
CCT
321
Country Club Trust
Missouri
$1.19M +$81.9K +3,328 +7%
AIM
322
Acropolis Investment Management
Missouri
$1.17M
FHA
323
First Horizon Advisors
Tennessee
$1.15M +$160K +6,508 +15%
NAM
324
NTV Asset Management
West Virginia
$1.14M
BTNA
325
Bremer Trust National Association
Minnesota
$1.14M

IWF Hedge Fund Activity: Q3 2015 in Review

611 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2015, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWF positions and 30 closed out — a net gain of 24 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $818M. The largest seller was Curian Capital, cutting an estimated $148M.

  • 611 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2015, up from 590 in Q2 2015.
  • Funds reported $17B of iShares Russell 1000 Growth ETF stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 54 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2015 and 30 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2015 was Bank of America, an estimated $818M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2015 was Curian Capital, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2015.