We are live on ! Find out more
IWF icon

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
PFA
301
Pure Financial Advisors
California
$2.46M -$97.2K -3,504 -4%
RSA
302
Robertson Stephens Advisors
California
$2.42M +$2.88K +104 +0.1%
Winslow Capital Management
303
Winslow Capital Management
Minnesota
$2.41M -$8.88M -320,040 -79%
NCM
304
Narwhal Capital Management
Georgia
$2.39M
OIA
305
Optimum Investment Advisors
Illinois
$2.35M -$145K -5,240 -6%
SCM
306
Sterling Capital Management
North Carolina
$2.33M
PFPT
307
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.32M -$70K -2,524 -3%
ST
308
Sageworth Trust
Pennsylvania
$2.32M +$43.7K +1,576 +2%
UBS AM
309
UBS AM
Illinois
$2.27M -$1.33M -48,100 -38%
PSUF
310
People's United Financial
Connecticut
$2.26M +$566K +20,400 +35%
CAM
311
Congress Asset Management
Massachusetts
$2.23M -$19.6M -707,456 -90%
VFA
312
Voya Financial Advisors
Connecticut
$2.21M -$133K -4,792 -6%
QCG
313
Quadrant Capital Group
Ohio
$2.21M
MWM
314
Mission Wealth Management
California
$2.19M -$103K -3,700 -5%
MM
315
Meridian Management
Arkansas
$2.19M -$1.52M -54,780 -42%
FPS
316
Fieldpoint Private Securities
Connecticut
$2.18M +$2.12M +76,488 New
WA
317
Wilshire Advisors
California
$2.17M +$2.12M +76,364 New
RIA
318
Regal Investment Advisors
Michigan
$2.16M -$64.1K -2,312 -3%
HCIA
319
Hochman Cole Investment Advisors
Illinois
$2.16M -$669K -24,128 -24%
SC
320
SouthState Corp
Florida
$2.16M -$11.9K -428 -0.6%
AB
321
Amalgamated Bank
New York
$2.15M -$1.29M -46,472 -38%
MCM
322
Manchester Capital Management
Vermont
$2.12M
DT
323
Diversified Trust
Tennessee
$2.06M +$271K +9,788 +16%
PSW
324
Portfolio Strategies (Washington)
Washington
$2.06M +$2.01M +72,384 New
AA
325
Alesco Advisors
New York
$2.04M +$36.1K +1,300 +2%

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.