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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
MAM
351
Meeder Asset Management
Ohio
$1.93M +$186K +6,328 +11%
MCM
352
Manchester Capital Management
Vermont
$1.93M -$278K -9,480 -13%
MM
353
Meridian Management
Arkansas
$1.92M -$367K -12,500 -16%
KTC
354
Kistler-Tiffany Companies
Pennsylvania
$1.9M +$19.1K +652 +1%
RWML
355
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.88M +$1.77M +60,192 +1,962%
FHA
356
First Horizon Advisors
Tennessee
$1.88M +$60.9K +2,076 +3%
CAAS
357
Capital Asset Advisory Services
Michigan
$1.87M +$1.85M +62,852 New
FC
358
Financial Consulate
Maryland
$1.85M -$36.8K -1,252 -2%
CWM
359
Confluence Wealth Management
Oregon
$1.84M
AB
360
Atlas Brown
Kentucky
$1.81M -$22.9K -780 -1%
WTC
361
WhitTier Trust Company
Nevada
$1.81M -$39.8K -1,356 -2%
NEPWA
362
New England Private Wealth Advisors
Massachusetts
$1.8M +$51.9K +1,768 +3%
FPTW
363
Franklin, Parlapiano, Turner & Welch
Texas
$1.77M -$9.98K -340 -0.6%
FA
364
FCG Advisors
New Jersey
$1.77M -$5.4K -184 -0.3%
PSW
365
Portfolio Strategies (Washington)
Washington
$1.76M -$389K -13,240 -18%
FSA
366
Financial Sense Advisors
California
$1.7M -$2.06M -70,072 -55%
HCM
367
HM Capital Management
Missouri
$1.68M
RIL
368
Rothschild Investment LLC
Illinois
$1.64M +$254K +8,660 +19%
YWP
369
YorkBridge Wealth Partners
New York
$1.63M -$171K -5,840 -10%
PFM
370
Parsec Financial Management
North Carolina
$1.63M +$504K +17,156 +46%
SG Americas Securities
371
SG Americas Securities
New York
$1.62M -$17.8M -606,212 -92%
MWM
372
Modera Wealth Management
New Jersey
$1.62M +$186K +6,332 +13%
FNBT
373
FineMark National Bank & Trust
Florida
$1.6M +$26.5K +904 +2%
CGL
374
Clarius Group LLC
Washington
$1.6M
SWM
375
Segment Wealth Management
Texas
$1.6M +$465K +15,852 +42%

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.