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iShares Russell 1000 Growth ETF

783 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

55% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761783 (+22)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
783
Holders Change
+22
Holders Change %
+2.89%
% of All Funds
19.49%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
76
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
EWMCB
326
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.03M -$38.8K -1,400 -2%
CF
327
Corrigan Financial
Rhode Island
$2M -$50.9K -1,836 -3%
AL
328
Aspiriant LLC
California
$2M -$640K -23,084 -25%
PA
329
Pinnacle Associates
New York
$1.99M +$91.4K +3,296 +5%
HTC
330
Haverford Trust Company
Pennsylvania
$1.97M -$54.6K -1,968 -3%
MMG
331
Monetary Management Group
Missouri
$1.97M +$302K +10,900 +19%
SFM
332
Signet Financial Management
New Jersey
$1.97M +$35.7K +1,288 +2%
EAM
333
Evanson Asset Management
California
$1.92M +$54.8K +1,976 +3%
NG
334
Northstar Group
New York
$1.83M -$92.3K -3,328 -5%
EA
335
Edge Advisors
Georgia
$1.82M +$209K +7,536 +13%
FLPIM
336
F.L. Putnam Investment Management
Massachusetts
$1.82M -$3.88K -140 -0.2%
CCM
337
Canal Capital Management
Virginia
$1.81M -$98.7K -3,560 -5%
BIC
338
Bridges Investment Counsel
Nebraska
$1.81M +$870K +31,380 +97%
VanEck Associates
339
VanEck Associates
New York
$1.8M +$717K +25,868 +69%
FC
340
Financial Consulate
Maryland
$1.8M +$1.15M +41,300 +188%
KTC
341
Kistler-Tiffany Companies
Pennsylvania
$1.8M +$25.2K +908 +1%
MC
342
Middleton & Co
Massachusetts
$1.79M -$217K -7,824 -11%
YWP
343
YorkBridge Wealth Partners
New York
$1.78M +$72.8K +2,624 +5%
WTC
344
WhitTier Trust Company
Nevada
$1.77M
FNBSF
345
First National Bank Sioux Falls
South Dakota
$1.76M -$238K -8,580 -12%
CWM
346
Confluence Wealth Management
Oregon
$1.76M -$86.8K -3,128 -5%
AB
347
Atlas Brown
Kentucky
$1.76M +$4.55K +164 +0.3%
Jennison Associates
348
Jennison Associates
New York
$1.74M -$14M -505,024 -89%
BSW
349
Buckingham Strategic Wealth
Missouri
$1.74M -$3.11K -112 -0.2%
FHA
350
First Horizon Advisors
Tennessee
$1.74M +$145K +5,228 +9%

IWF Hedge Fund Activity: Q1 2017 in Review

783 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IWF positions and 49 closed out — a net gain of 27 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 783 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 76 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.