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iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
351
Integrated Wealth Management (Palm Desert)
California
$1.33M +$120K +4,632 +10%
FA
352
FCG Advisors
New Jersey
$1.29M -$11.6K -448 -0.9%
PAG
353
Pinnacle Advisory Group
Maryland
$1.29M +$1.31M +50,200 New
CGL
354
Clarius Group LLC
Washington
$1.27M +$620K +23,860 +95%
AIP
355
Ameritas Investment Partners
Nebraska
$1.27M +$1.16M +44,724 +1,059%
BTNA
356
Bremer Trust National Association
Minnesota
$1.27M
PSUF
357
People's United Financial
Connecticut
$1.27M +$100K +3,848 +9%
TI
358
Truepoint Inc
Ohio
$1.26M -$478K -18,400 -27%
DMS
359
Discretionary Management Services
Kansas
$1.25M
PMFA
360
Plante Moran Financial Advisors
Michigan
$1.25M +$104K +3,996 +9%
FC
361
Forte Capital
New York
$1.23M
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$1.19M +$892K +34,300 +302%
FNBT
363
FineMark National Bank & Trust
Florida
$1.18M +$104 +4 +0%
BCP
364
Berkeley Capital Partners
Georgia
$1.18M -$936 -36 -0.1%
AIM
365
Acropolis Investment Management
Missouri
$1.18M -$65.5K -2,520 -5%
JSAM
366
J. Safra Asset Management
New York
$1.18M +$1.17M +45,152 New
DY
367
Dowling & Yahnke
California
$1.15M +$21K +808 +2%
Barclays
368
Barclays
United Kingdom
$1.13M +$1.06M +40,796 +1,569%
BAS
369
Brown Advisory Securities
Maryland
$1.12M +$129K +4,956 +13%
HCM
370
Howland Capital Management
Massachusetts
$1.09M
FMWA
371
Forvis Mazars Wealth Advisors
Missouri
$1.08M -$34.5K -1,328 -3%
RBC
372
Ronald Blue & Co
Georgia
$1.07M
GWA
373
Guidant Wealth Advisors
Illinois
$1.07M +$1.08M +41,500 New
IWA
374
Intercontinental Wealth Advisors
Texas
$1.06M +$490K +18,840 +86%
IB
375
Intrust Bank
Kansas
$1.05M

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.