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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
TFA
351
Transamerica Financial Advisors
Florida
$1.41M +$52.9K +2,120 +4%
SHWM
352
Smith & Howard Wealth Management
Georgia
$1.4M -$247K -9,908 -15%
OCM
353
Oakwood Capital Management
California
$1.39M -$50.5K -2,024 -4%
AIP
354
Ameritas Investment Partners
Nebraska
$1.33M -$1.13M -45,244 -91%
TAIM
355
TD Ameritrade Investment Management
Nebraska
$1.31M -$289K -11,556 -18%
SCM
356
SOL Capital Management
Maryland
$1.29M +$125K +5,000 +11%
FHA
357
First Horizon Advisors
Tennessee
$1.29M -$541K -21,664 -30%
NG
358
Northstar Group
New York
$1.28M +$457K +18,288 +69%
LH
359
Lebenthal Holdings
New York
$1.28M +$1.27M +51,032 New
LWA
360
Lebenthal Wealth Advisors
New York
$1.28M +$1.27M +51,032 New
Lido Advisors
361
Lido Advisors
California
$1.26M +$56.6K +2,268 +5%
BCM
362
BTC Capital Management
Iowa
$1.26M +$1.26M +50,320 New
FA
363
FCG Advisors
New Jersey
$1.26M +$49.8K +1,996 +4%
TCM
364
Texan Capital Management
Texas
$1.23M -$509K -20,400 -29%
BTNA
365
Bremer Trust National Association
Minnesota
$1.22M
DMS
366
Discretionary Management Services
Kansas
$1.21M
AIM
367
Acropolis Investment Management
Missouri
$1.2M -$27.5K -1,100 -2%
FC
368
Forte Capital
New York
$1.18M
PFG
369
Pacific Financial Group
Washington
$1.17M +$1.16M +46,420 New
IWMPD
370
Integrated Wealth Management (Palm Desert)
California
$1.16M -$8.79K -352 -0.8%
FNBT
371
FineMark National Bank & Trust
Florida
$1.14M -$164K -6,588 -13%
BCP
372
Berkeley Capital Partners
Georgia
$1.14M -$313K -12,540 -22%
PSUF
373
People's United Financial
Connecticut
$1.13M +$199K +7,952 +22%
PMFA
374
Plante Moran Financial Advisors
Michigan
$1.1M +$33.8K +1,352 +3%
MVIP
375
Mar Vista Investment Partners
California
$1.1M +$41.7K +1,672 +4%

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.