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iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$1.66M -$71.8K -3,040 -4%
VFA
327
Voya Financial Advisors
Connecticut
$1.66M -$255K -10,800 -14%
SHWM
328
Smith & Howard Wealth Management
Georgia
$1.63M -$12.5K -528 -0.8%
FLPIM
329
F.L. Putnam Investment Management
Massachusetts
$1.63M -$4.92K -208 -0.3%
EAM
330
Evanson Asset Management
California
$1.62M +$44.6K +1,888 +3%
PA
331
Pinnacle Associates
New York
$1.62M -$35.8K -1,516 -2%
AB
332
Atlas Brown
Kentucky
$1.61M -$89.9K -3,804 -6%
TAIM
333
TD Ameritrade Investment Management
Nebraska
$1.59M +$16.1K +680 +1%
TI
334
Truepoint Inc
Ohio
$1.57M +$963K +40,776 +185%
DT
335
Diversified Trust
Tennessee
$1.56M -$2.36K -100 -0.2%
KTC
336
Kistler-Tiffany Companies
Pennsylvania
$1.55M -$261K -11,060 -15%
NEPWA
337
New England Private Wealth Advisors
Massachusetts
$1.53M -$764K -32,324 -34%
CAAS
338
Capital Asset Advisory Services
Michigan
$1.52M +$1.44M +61,048 New
CLOS
339
Compagnie Lombard Odier SCmA
Switzerland
$1.51M +$1.31M +55,540 +1,081%
CCG
340
Cypress Capital Group
Florida
$1.49M -$14.2K -600 -1%
BCP
341
Berkeley Capital Partners
Georgia
$1.44M -$59.7K -2,528 -4%
VKH
342
Virtu KCG Holdings
New York
$1.44M +$1.08M +45,804 +390%
OCM
343
Oakwood Capital Management
California
$1.43M -$2.74K -116 -0.2%
IA
344
IFP Advisors
Florida
$1.41M -$8.84M -374,320 -91%
DA
345
DSC Advisors
Illinois
$1.41M +$1.33M +56,480 New
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$1.39M -$57.8K -2,448 -4%
TFA
347
Transamerica Financial Advisors
Florida
$1.35M -$154K -6,512 -11%
AIS
348
American Investment Services
Massachusetts
$1.35M -$2.83K -120 -0.2%
FNBT
349
FineMark National Bank & Trust
Florida
$1.3M +$172K +7,280 +16%
SCM
350
Sterling Capital Management
North Carolina
$1.28M -$223K -9,424 -16%

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.