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iShares Russell 1000 Growth ETF

611 hedge funds and large institutions have $17B invested in iShares Russell 1000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

4% more funds holding

Funds holding: 590611 (+21)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.12% more ownership

Funds ownership: 245.07%245.19% (+0.12%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1.01B)

61% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $9.62M

Holders
611
Holders Change
+21
Holders Change %
+3.56%
% of All Funds
17.06%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
3.15%
New
54
Increased
227
Reduced
213
Closed
30
Calls
$3.74M
Puts
$9.62M
Net Calls
-$5.88M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
326
Plante Moran Financial Advisors
Michigan
$1.13M +$123K +4,992 +11%
FNBT
327
FineMark National Bank & Trust
Florida
$1.1M -$43.3K -1,760 -4%
FC
328
Forte Capital
New York
$1.1M
WA
329
WealthTrust-Arizona
Arizona
$1.1M +$1.18K +48 +0.1%
IWMPD
330
Integrated Wealth Management (Palm Desert)
California
$1.09M +$36.1K +1,468 +3%
Millennium Management
331
Millennium Management
New York
$1.07M +$903K +36,704 +399%
MMG
332
Monetary Management Group
Missouri
$1.06M -$111K -4,500 -9%
FTI
333
Fiduciary Trust International
Massachusetts
$1.06M
MC
334
Middleton & Co
Massachusetts
$1.05M +$15.1K +612 +1%
IP
335
Investment Partners
Ohio
$1.04M +$236K +9,584 +27%
SCM
336
SOL Capital Management
Maryland
$1.03M +$24.6K +1,000 +2%
VIA
337
Vantage Investment Advisors
Pennsylvania
$1.02M -$7.09K -288 -0.6%
NFG
338
Next Financial Group
Texas
$1.02M +$67.7K +2,752 +7%
LA
339
Lau Associates
Delaware
$1.01M
SIC
340
Sigma Investment Counselors
Michigan
$999K +$197 +8 +0%
FMWA
341
Forvis Mazars Wealth Advisors
Missouri
$987K -$246K -9,988 -19%
CWA
342
Convergent Wealth Advisors
Maryland
$952K -$169K -6,888 -14%
CS
343
Cannell & Spears
New York
$943K
DRS
344
Deane Retirement Strategies
Louisiana
$940K -$272K -11,044 -21%
IB
345
Intrust Bank
Kansas
$934K +$59.1K +2,400 +6%
CA
346
Cambridge Advisors
Nebraska
$929K -$29.5K -1,200 -3%
TFA
347
Transamerica Financial Advisors
Florida
$927K -$273K -11,084 -22%
BHB
348
Bank Hapoalim BM
Israel
$924K -$43.8K -1,780 -4%
PFG
349
Pacific Financial Group
Washington
$922K +$324K +13,184 +50%
DY
350
Dowling & Yahnke
California
$920K -$6.2K -252 -0.6%

IWF Hedge Fund Activity: Q3 2015 in Review

611 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2015, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWF positions and 30 closed out — a net gain of 24 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $818M. The largest seller was Curian Capital, cutting an estimated $148M.

  • 611 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2015, up from 590 in Q2 2015.
  • Funds reported $17B of iShares Russell 1000 Growth ETF stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 54 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2015 and 30 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2015 was Bank of America, an estimated $818M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2015 was Curian Capital, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2015.