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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
301
Garde Capital
Washington
$3.04M -$46.5K -1,520 -2%
HB
302
Homrich & Berg
Georgia
$3M -$67.1K -2,192 -2%
OCG
303
Opus Capital Group
Ohio
$2.95M -$160K -5,212 -5%
WDL
304
Well Done LLC
Michigan
$2.92M -$177K -5,796 -6%
TLIC
305
Thai Life Insurance Company
Thailand
$2.91M
RIA
306
Regal Investment Advisors
Michigan
$2.91M +$190K +6,204 +7%
CCM
307
Cribstone Capital Management
Maine
$2.89M -$274K -8,948 -9%
BFG
308
Barber Financial Group
Kansas
$2.89M -$125K -4,080 -4%
RWG
309
Regal Wealth Group
California
$2.88M +$8.69K +284 +0.3%
HCIA
310
Hochman Cole Investment Advisors
Illinois
$2.87M -$19.8K -648 -0.7%
SLT
311
St Louis Trust
Missouri
$2.86M -$56.4K -1,844 -2%
BAM
312
Berkshire Asset Management
Pennsylvania
$2.84M -$218K -7,108 -7%
BFA
313
Beaumont Financial Advisors
Massachusetts
$2.8M -$124K -4,040 -4%
GBT
314
Grove Bank & Trust
Florida
$2.77M +$2.7M +88,196 +21,617%
HSA
315
HBK Sorce Advisory
Pennsylvania
$2.76M -$279K -9,116 -9%
CM
316
Castleark Management
Illinois
$2.72M
OIA
317
Optimum Investment Advisors
Illinois
$2.7M +$128K +4,196 +5%
MFW
318
Mosaic Family Wealth
Missouri
$2.69M -$33.8K -1,104 -1%
CI
319
Cavalier Investments
Georgia
$2.69M +$2.63M +85,864 New
IWM
320
IHT Wealth Management
Illinois
$2.67M +$2.31M +75,576 +871%
TH
321
Timber Hill
Connecticut
$2.65M -$1.11M -36,232 -30%
AAS
322
Annex Advisory Services
Wisconsin
$2.64M -$295K -9,628 -10%
NCM
323
Narwhal Capital Management
Georgia
$2.62M
FWP
324
FAS Wealth Partners
Kansas
$2.62M -$18.2K -596 -0.7%
CTC
325
Central Trust Company
Missouri
$2.52M -$261K -8,528 -10%

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.