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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
326
Voya Financial Advisors
Connecticut
$2.41M +$101K +3,424 +4%
DT
327
Diversified Trust
Tennessee
$2.37M +$212K +7,212 +10%
ST
328
Sageworth Trust
Pennsylvania
$2.36M -$57.2K -1,948 -2%
QCG
329
Quadrant Capital Group
Ohio
$2.31M
NG
330
Northstar Group
New York
$2.28M +$351K +11,960 +19%
BSW
331
Buckingham Strategic Wealth
Missouri
$2.26M +$440K +14,992 +25%
GRP
332
Global Retirement Partners
California
$2.26M +$736K +25,084 +49%
SCM
333
Sterling Capital Management
North Carolina
$2.25M -$185K -6,304 -8%
SFM
334
Signet Financial Management
New Jersey
$2.25M +$190K +6,480 +9%
TFA
335
Transamerica Financial Advisors
Florida
$2.21M +$1.17M +39,764 +116%
PGFC
336
Peapack-Gladstone Financial Corp
New Jersey
$2.16M +$652K +22,220 +44%
NFG
337
Noven Financial Group
Colorado
$2.13M +$2.1M +71,620 New
AA
338
Alesco Advisors
New York
$2.13M
EWMCB
339
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.12M
FNBSF
340
First National Bank Sioux Falls
South Dakota
$2.12M +$271K +9,240 +15%
MMG
341
Monetary Management Group
Missouri
$2.05M -$10.6K -360 -0.5%
SC
342
SouthState Corp
Florida
$2.04M -$209K -7,112 -9%
CF
343
Corrigan Financial
Rhode Island
$2.03M -$61.5K -2,096 -3%
TI
344
Truepoint Inc
Ohio
$2.03M +$501K +17,064 +35%
HTC
345
Haverford Trust Company
Pennsylvania
$2.02M -$36.2K -1,232 -2%
EAM
346
Evanson Asset Management
California
$2.01M
WB
347
WesBanco Bank
West Virginia
$2.01M +$883K +30,092 +81%
PA
348
Pinnacle Associates
New York
$1.98M -$103K -3,512 -5%
AL
349
Aspiriant LLC
California
$1.97M -$120K -4,092 -6%
CCM
350
Canal Capital Management
Virginia
$1.94M +$47K +1,600 +3%

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.