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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
SC
301
SouthState Corp
Florida
$2.12M -$9.88K -380 -0.5%
RIA
302
Regal Investment Advisors
Michigan
$2.12M +$24.9K +956 +1%
I
303
IberiaBank
Louisiana
$2.11M +$132K +5,072 +7%
RTS
304
Round Table Services
New Jersey
$2.09M -$666K -25,612 -24%
QCG
305
Quadrant Capital Group
Ohio
$2.07M
MWM
306
Mission Wealth Management
California
$2.06M -$29.6K -1,140 -1%
ACM
307
Argentus Capital Management
Texas
$2.05M -$306K -11,776 -13%
OIA
308
Optimum Investment Advisors
Illinois
$2.04M -$14.7K -564 -0.7%
Franklin Resources
309
Franklin Resources
California
$2.02M -$62.4K -2,400 -3%
IP
310
Investment Partners
Ohio
$2.01M +$222K +8,528 +12%
CWM
311
Confluence Wealth Management
Oregon
$1.98M -$14.1K -544 -0.7%
VFA
312
Voya Financial Advisors
Connecticut
$1.94M +$189K +7,260 +11%
CF
313
Corrigan Financial
Rhode Island
$1.91M +$2.5K +96 +0.1%
EWMCB
314
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.89M -$20.8K -800 -1%
FCBT
315
First Citizens Bank & Trust
North Carolina
$1.88M +$885K +34,040 +89%
FNBSF
316
First National Bank Sioux Falls
South Dakota
$1.86M -$55.1K -2,120 -3%
SFM
317
Signet Financial Management
New Jersey
$1.86M -$101K -3,876 -5%
PFPT
318
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.84M
AA
319
Alesco Advisors
New York
$1.83M
AI
320
Atria Investments
North Carolina
$1.81M -$227K -8,736 -11%
LCM
321
Logan Capital Management
Pennsylvania
$1.78M -$390K -14,992 -18%
Jennison Associates
322
Jennison Associates
New York
$1.75M +$1.74M +67,052 New
PA
323
Pinnacle Associates
New York
$1.74M +$40.1K +1,544 +2%
LWM
324
LBA Wealth Management
Florida
$1.72M -$18.2K -700 -1%
EAM
325
Evanson Asset Management
California
$1.7M +$4.26K +164 +0.3%

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.