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iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MVIP
376
Mar Vista Investment Partners
California
$1.05M +$220K +9,332 +28%
HCM
377
Howland Capital Management
Massachusetts
$1.04M
RBC
378
Ronald Blue & Co
Georgia
$1.03M
SEI Investments
379
SEI Investments
Pennsylvania
$1.01M -$3.69M -156,340 -79%
FMWA
380
Forvis Mazars Wealth Advisors
Missouri
$1.01M -$64.8K -2,744 -6%
IB
381
Intrust Bank
Kansas
$1M
CA
382
Cambridge Advisors
Nebraska
$996K
MC
383
Moors & Cabot
Massachusetts
$995K -$82.7K -3,500 -8%
EWA
384
EP Wealth Advisors
California
$995K +$242K +10,256 +35%
RVPG
385
Relative Value Partners Group
$986K
CCT
386
Capital City Trust
Florida
$942K
WA
387
WealthTrust-Arizona
Arizona
$935K -$174K -7,372 -16%
CFA
388
Cahill Financial Advisors
Minnesota
$923K +$44.5K +1,884 +5%
PSUF
389
People's United Financial
Connecticut
$922K -$12.7K -536 -1%
DRS
390
Deane Retirement Strategies
Louisiana
$912K -$32.5K -1,376 -4%
WF
391
Welch & Forbes
Massachusetts
$908K -$194K -8,220 -18%
CS
392
Cannell & Spears
New York
$882K -$56.7K -2,400 -6%
FCBT
393
First Citizens Bank & Trust
North Carolina
$878K -$15.8M -670,260 -95%
PGFC
394
Peapack-Gladstone Financial Corp
New Jersey
$878K -$1.89K -80 -0.2%
BSW
395
Buckingham Strategic Wealth
Missouri
$877K -$9.83K -416 -1%
ICAS
396
Investors Capital Advisory Services
Massachusetts
$867K +$222K +9,412 +37%
CTC
397
Central Trust Company
Missouri
$865K +$248K +10,496 +43%
NAM
398
NTV Asset Management
West Virginia
$859K -$16K -676 -2%
SA
399
Strategic Advisors
New York
$843K +$799K +33,808 New
KCM
400
Kanawha Capital Management
Virginia
$832K

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.