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iShares Russell 1000 Growth ETF
IWF

677 hedge funds and large institutions have $20B invested in iShares Russell 1000 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 190 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 39

35% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 190

17% more capital invested

Capital invested by funds: $17B → $20B (+$2.97B)

15% more funds holding in top 10

Funds holding in top 10: 113 → 130 (+17)

11% more funds holding

Funds holding: 611 → 677 (+66)

8.67% more ownership

Funds ownership: 245.19% → 253.86% (+8.7%)

42% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $20.9M

Holders
677
Holders Change
+66
Holders Change %
+10.8%
% of All Funds
17.76%
Holding in Top 10
130
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.04%
% of All Funds
3.41%
New
113
Increased
256
Reduced
190
Closed
39
Calls
$12.1M
Puts
$20.9M
Net Calls
-$8.83M
Net Calls Change
-$2.95M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$490M
2
LPL Financial
LPL Financial
California
+$260M
3
AssetMark Inc
AssetMark Inc
California
+$119M
4
Ameriprise
Ameriprise
Minnesota
+$117M
5
Wells Fargo
Wells Fargo
California
+$83.4M

Top Sellers

Rank Fund Capital Flow
1
DIA
Dana Investment Advisors
Wisconsin
-$69.3M
2
BL
Balentine LLC
Georgia
-$42.7M
3
CFA
Capstone Financial Advisors
Illinois
-$40.8M
4
TCIM
TIAA CREF Investment Management
New York
-$39.9M
5
PPA
Parametric Portfolio Associates
Washington
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
301
Sageworth Trust
Pennsylvania
$2.56M -$99.8K -4,000 -4%
CCS
302
Crosspoint Capital Strategies
California
$2.51M +$2.18M +87,372 +493%
NPC
303
National Planning Corporation
California
$2.51M -$387K -15,528 -12%
BCM
304
Barometer Capital Management
Ontario, Canada
$2.4M +$130K +5,200 +6%
HTC
305
Haverford Trust Company
Pennsylvania
$2.39M – – –
BAM
306
Berkshire Asset Management
Pennsylvania
$2.38M -$4.99K -200 -0.2%
SC
307
SouthState Corp
Florida
$2.35M -$299K -12,004 -11%
NEPWA
308
New England Private Wealth Advisors
Massachusetts
$2.33M -$389K -15,608 -14%
TG
309
Threshold Group
Washington
$2.33M +$2.34M +93,716 New
HNB
310
Huntington National Bank
Ohio
$2.31M – – –
EVM
311
Eaton Vance Management
Massachusetts
$2.31M +$4.99K +200 +0.2%
Millennium Management
312
Millennium Management
New York
$2.27M +$1.14M +45,552 +99%
RWG
313
Regal Wealth Group
California
$2.27M +$2.27M +91,128 New
RIA
314
Regal Investment Advisors
Michigan
$2.25M -$252K -10,088 -10%
Franklin Resources
315
Franklin Resources
California
$2.22M -$73.6K -2,952 -3%
HA
316
Hays Advisory
Tennessee
$2.21M – – –
QCG
317
Quadrant Capital Group
Ohio
$2.2M -$564K -22,600 -20%
AI
318
Atria Investments
North Carolina
$2.18M +$1.01M +40,676 +77%
FWCM
319
First Western Capital Management
California
$2.14M +$94.9K +3,804 +5%
FNBSF
320
First National Bank Sioux Falls
South Dakota
$2.1M -$19.7K -788 -0.9%
BB
321
Busey Bank
Illinois
$2.09M +$230K +9,232 +12%
MWM
322
Mission Wealth Management
California
$2.08M -$59.4K -2,380 -3%
ACM
323
Argentus Capital Management
Texas
$2.07M +$1.3M +52,272 +169%
HCM
324
HM Capital Management
Missouri
$2.05M – – –
PV
325
Private Vista
Illinois
$2.04M +$2.24M +89,776 New
11 12
13
14 15

IWF Hedge Fund Activity: Q4 2015 in Review

677 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2015, worth a combined $20B — up 17% from $17B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new IWF positions and 39 closed out — a net gain of 74 holders — while 256 added to existing stakes and 190 trimmed.

The largest buyer was Bank of America, adding an estimated $490M. The largest seller was Dana Investment Advisors, cutting an estimated $69.3M.

  • 677 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2015, up from 611 in Q3 2015.
  • Funds reported $20B of iShares Russell 1000 Growth ETF stock for Q4 2015, up 17% quarter-over-quarter.
  • 113 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2015 and 39 closed out, a net change of +74 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2015 was Bank of America, an estimated $490M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2015 was Dana Investment Advisors, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2015.