We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

611 hedge funds and large institutions have $17B invested in iShares Russell 1000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

4% more funds holding

Funds holding: 590611 (+21)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.12% more ownership

Funds ownership: 245.07%245.19% (+0.12%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1.01B)

61% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $9.62M

Holders
611
Holders Change
+21
Holders Change %
+3.56%
% of All Funds
17.06%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
3.15%
New
54
Increased
227
Reduced
213
Closed
30
Calls
$3.74M
Puts
$9.62M
Net Calls
-$5.88M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
376
Argentus Capital Management
Texas
$718K +$760K +30,892 New
CCM
377
Covington Capital Management
California
$711K -$2.46K -100 -0.3%
FANJ
378
Financial Architects (New Jersey)
New Jersey
$707K
NG
379
NatWest Group
United Kingdom
$706K -$80.7K -3,280 -10%
RW
380
Rand Wealth
Maryland
$706K +$302K +12,272 +68%
Winslow Capital Management
381
Winslow Capital Management
Minnesota
$703K +$582K +23,652 +358%
BBPWM
382
Blue Bell Private Wealth Management
Pennsylvania
$691K -$18K -732 -2%
Macquarie Group
383
Macquarie Group
Australia
$670K +$709K +28,828 New
GWM
384
Gupta Wealth Management
California
$667K -$136K -5,524 -16%
TI
385
Truepoint Inc
Ohio
$666K +$280K +11,372 +66%
WP
386
WMS Partners
Maryland
$658K -$145K -5,884 -17%
AAM
387
Aureus Asset Management
Massachusetts
$657K +$695K +28,260 New
APSP
388
Asset Planning Services (Pennsylvania)
Pennsylvania
$652K -$16.9K -688 -2%
AMG
389
Asset Management Group
Connecticut
$633K -$3.15K -128 -0.5%
BO
390
BRR OpCo
Ohio
$631K -$3.64K -148 -0.5%
Chevy Chase Trust
391
Chevy Chase Trust
Maryland
$631K +$238K +9,660 +55%
MHS
392
M Holdings Securities
Oregon
$624K -$28.1K -1,140 -4%
HA
393
Harfst & Associates
Wyoming
$614K -$70.9K -2,880 -10%
RG
394
Renaissance Group
Kentucky
$609K +$644K +26,180 New
MGIA
395
Moneta Group Investment Advisors
Missouri
$603K
LW
396
Linscomb Wealth
Texas
$603K +$43.3K +1,760 +7%
SSB
397
Sandy Spring Bank
Maryland
$583K +$73.6K +2,992 +14%
CTC
398
Central Trust Company
Missouri
$582K +$287K +11,676 +88%
KA
399
Klingman & Associates
New York
$543K +$11.1K +452 +2%
RP
400
Riverbridge Partners
Minnesota
$541K

IWF Hedge Fund Activity: Q3 2015 in Review

611 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2015, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWF positions and 30 closed out — a net gain of 24 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $818M. The largest seller was Curian Capital, cutting an estimated $148M.

  • 611 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2015, up from 590 in Q2 2015.
  • Funds reported $17B of iShares Russell 1000 Growth ETF stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 54 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2015 and 30 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2015 was Bank of America, an estimated $818M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2015 was Curian Capital, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2015.