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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
326
Corrigan Financial
Rhode Island
$1.83M -$37.6K -1,504 -2%
AB
327
Amalgamated Bank
New York
$1.8M -$2.44M -97,864 -59%
AA
328
Alesco Advisors
New York
$1.76M
ASN
329
Advisory Services Network
Georgia
$1.73M +$1.39M +55,588 +415%
IP
330
Investment Partners
Ohio
$1.72M +$594K +23,784 +53%
CT
331
Coastline Trust
Rhode Island
$1.71M -$9.49K -380 -0.6%
VFA
332
Voya Financial Advisors
Connecticut
$1.68M +$37.7K +1,508 +2%
TI
333
Truepoint Inc
Ohio
$1.68M +$103K +4,128 +7%
LWM
334
LBA Wealth Management
Florida
$1.67M -$19.2K -768 -1%
PA
335
Pinnacle Associates
New York
$1.63M +$2.3K +92 +0.1%
EAM
336
Evanson Asset Management
California
$1.63M
AB
337
Atlas Brown
Kentucky
$1.59M -$24.2K -968 -2%
HCM
338
HM Capital Management
Missouri
$1.57M -$497K -19,916 -24%
DT
339
Diversified Trust
Tennessee
$1.57M
AIS
340
American Investment Services
Massachusetts
$1.56M +$206K +8,260 +15%
FLPIM
341
F.L. Putnam Investment Management
Massachusetts
$1.56M -$83.3K -3,336 -5%
KTC
342
Kistler-Tiffany Companies
Pennsylvania
$1.55M -$7.49K -300 -0.5%
BSW
343
Buckingham Strategic Wealth
Missouri
$1.55M +$664K +26,576 +76%
FPTW
344
Franklin, Parlapiano, Turner & Welch
Texas
$1.54M -$185K -7,424 -11%
WTC
345
WhitTier Trust Company
Nevada
$1.52M -$150K -6,000 -9%
CCG
346
Cypress Capital Group
Florida
$1.5M
NEPWA
347
New England Private Wealth Advisors
Massachusetts
$1.46M -$83.7K -3,352 -5%
CAM
348
Congress Asset Management
Massachusetts
$1.45M +$871K +34,884 +151%
MMG
349
Monetary Management Group
Missouri
$1.45M +$189K +7,560 +15%
VFS
350
VSR Financial Services
Kansas
$1.43M -$790K -31,644 -36%

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.