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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
326
Pure Financial Advisors
California
$2.52M -$160K -5,212 -6%
MWM
327
Mission Wealth Management
California
$2.51M -$29.4K -960 -1%
SEI Investments
328
SEI Investments
Pennsylvania
$2.51M +$994K +32,480 +68%
NG
329
Northstar Group
New York
$2.5M +$102K +3,324 +4%
SFM
330
Signet Financial Management
New Jersey
$2.44M +$69.8K +2,280 +3%
QCG
331
Quadrant Capital Group
Ohio
$2.43M
VFA
332
Voya Financial Advisors
Connecticut
$2.42M -$108K -3,544 -4%
SCM
333
Sterling Capital Management
North Carolina
$2.37M +$6.12K +200 +0.3%
HTC
334
Haverford Trust Company
Pennsylvania
$2.35M +$218K +7,116 +10%
BSW
335
Buckingham Strategic Wealth
Missouri
$2.35M -$30.6K -1,000 -1%
EAM
336
Evanson Asset Management
California
$2.33M +$211K +6,892 +10%
AWMG
337
Alliance Wealth Management Group
New Jersey
$2.28M +$1.17M +38,212 +110%
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$2.25M +$1.13M +37,028 +128%
CBN
339
Cadence Bank NA
Texas
$2.24M +$2.2M +71,736 New
AB
340
Amalgamated Bank
New York
$2.24M -$555K -18,120 -20%
AA
341
Alesco Advisors
New York
$2.24M
PGFC
342
Peapack-Gladstone Financial Corp
New Jersey
$2.23M -$31.3K -1,024 -1%
DT
343
Diversified Trust
Tennessee
$2.2M -$278K -9,084 -11%
NFG
344
Noven Financial Group
Colorado
$2.17M -$64.1K -2,096 -3%
CGA
345
Crescent Grove Advisors
Illinois
$2.17M -$563K -18,408 -21%
MMG
346
Monetary Management Group
Missouri
$2.17M +$9.79K +320 +0.5%
EWMCB
347
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.16M -$69.4K -2,268 -3%
MAM
348
Meeder Asset Management
Ohio
$2.16M +$125K +4,080 +6%
TFA
349
Transamerica Financial Advisors
Florida
$2.15M -$166K -5,436 -7%
CF
350
Corrigan Financial
Rhode Island
$2.14M +$6.73K +220 +0.3%

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.