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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
DLHL
351
Donald L. Hagan LLC
Florida
$2.11M -$1.08M -35,208 -34%
RSA
352
Robertson Stephens Advisors
California
$2.06M -$579K -18,912 -22%
PA
353
Pinnacle Associates
New York
$2.05M -$21.2K -692 -1%
CCM
354
Canal Capital Management
Virginia
$2.04M
Victory Capital Management
355
Victory Capital Management
Texas
$2.04M +$2M +65,248 New
MCM
356
Manchester Capital Management
Vermont
$2.03M
MM
357
Meridian Management
Arkansas
$2.01M
ACP
358
Aveo Capital Partners
Colorado
$2M +$1.73M +56,656 +780%
Wellington Management Group
359
Wellington Management Group
Massachusetts
$1.98M +$1.94M +63,352 New
MLL
360
Moody Lynn & Lieberson
Massachusetts
$1.97M +$1.33M +43,300 +219%
NPC
361
National Planning Corporation
California
$1.96M +$968K +31,620 +102%
FLPIM
362
F.L. Putnam Investment Management
Massachusetts
$1.93M +$1.89M +61,860 New
AB
363
Atlas Brown
Kentucky
$1.93M +$19.3K +632 +1%
WTC
364
WhitTier Trust Company
Nevada
$1.91M +$8.08K +264 +0.4%
PFM
365
Parsec Financial Management
North Carolina
$1.91M +$196K +6,412 +12%
NEPWA
366
New England Private Wealth Advisors
Massachusetts
$1.89M +$5.26K +172 +0.3%
FHA
367
First Horizon Advisors
Tennessee
$1.89M -$68.7K -2,244 -4%
RIL
368
Rothschild Investment LLC
Illinois
$1.88M +$155K +5,080 +9%
MC
369
Mathes Company
New York
$1.86M +$220K +7,200 +14%
FPTW
370
Franklin, Parlapiano, Turner & Welch
Texas
$1.86M
CWM
371
Confluence Wealth Management
Oregon
$1.84M -$93.4K -3,052 -5%
AL
372
Aspiriant LLC
California
$1.82M -$247K -8,056 -12%
CAAS
373
Capital Asset Advisory Services
Michigan
$1.81M -$151K -4,932 -8%
FNBSF
374
First National Bank Sioux Falls
South Dakota
$1.8M -$416K -13,588 -19%
CG
375
Caprock Group
Idaho
$1.78M +$484K +15,828 +39%

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.