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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
301
Barber Financial Group
Kansas
$2.87M +$191K +6,500 +7%
AAS
302
Annex Advisory Services
Wisconsin
$2.8M -$84.5K -2,880 -3%
BFA
303
Beaumont Financial Advisors
Massachusetts
$2.79M +$2.75M +93,636 New
SLT
304
St Louis Trust
Missouri
$2.77M -$7.87K -268 -0.3%
TLIC
305
Thai Life Insurance Company
Thailand
$2.77M
HCIA
306
Hochman Cole Investment Advisors
Illinois
$2.75M +$487K +16,592 +22%
RWG
307
Regal Wealth Group
California
$2.73M -$16.4K -560 -0.6%
AB
308
Amalgamated Bank
New York
$2.67M +$422K +14,360 +19%
CTC
309
Central Trust Company
Missouri
$2.65M +$12.3K +420 +0.5%
PSUF
310
People's United Financial
Connecticut
$2.63M +$270K +9,192 +12%
SSW
311
Smith Shellnut Wilson
Mississippi
$2.62M
CGA
312
Crescent Grove Advisors
Illinois
$2.61M +$2.58M +87,764 New
MFW
313
Mosaic Family Wealth
Missouri
$2.59M -$603K -20,556 -19%
CM
314
Castleark Management
Illinois
$2.58M
RIA
315
Regal Investment Advisors
Michigan
$2.58M +$319K +10,864 +14%
PFA
316
Pure Financial Advisors
California
$2.55M -$20.5K -700 -0.8%
LFAS
317
Level Four Advisory Services
Texas
$2.55M -$31.5M -1,074,180 -92%
EP
318
Edgestream Partners
New Jersey
$2.54M +$2.01M +68,408 +400%
RSA
319
Robertson Stephens Advisors
California
$2.53M -$1.29K -44 -0.1%
FWP
320
FAS Wealth Partners
Kansas
$2.51M -$58.1K -1,980 -2%
NCM
321
Narwhal Capital Management
Georgia
$2.5M
PFPT
322
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.46M +$42.4K +1,444 +2%
OIA
323
Optimum Investment Advisors
Illinois
$2.44M -$17K -580 -0.7%
CAM
324
Congress Asset Management
Massachusetts
$2.42M +$88.9K +3,028 +4%
MWM
325
Mission Wealth Management
California
$2.42M +$126K +4,284 +6%

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.