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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
AAM
376
Autus Asset Management
Arizona
$1.05M +$29.5K +1,136 +3%
MWM
377
Modera Wealth Management
New Jersey
$1.04M +$1.04M +40,020 New
RVPG
378
Relative Value Partners Group
$1.03M
CA
379
Cambridge Advisors
Nebraska
$1.02M -$10.4K -400 -1%
LA
380
Lau Associates
Delaware
$1.02M
MC
381
Moors & Cabot
Massachusetts
$1.02M +$1.35K +52 +0.1%
MC
382
Middleton & Co
Massachusetts
$1M -$47.3K -1,820 -5%
BAC
383
Boys Arnold & Co
North Carolina
$998K +$313K +12,024 +46%
BNP Paribas Financial Markets
384
BNP Paribas Financial Markets
France
$996K +$994K +38,228 New
CCT
385
Capital City Trust
Florida
$983K
CFA
386
Cahill Financial Advisors
Minnesota
$978K +$10.5K +404 +1%
Chevy Chase Trust
387
Chevy Chase Trust
Maryland
$964K +$242K +9,292 +34%
WA
388
WealthTrust-Arizona
Arizona
$943K -$52.5K -2,020 -5%
SSB
389
Sandy Spring Bank
Maryland
$937K +$131K +5,040 +16%
TFA
390
Transamerica Financial Advisors
Florida
$930K -$534K -20,524 -36%
CS
391
Cannell & Spears
New York
$921K
SHWM
392
Smith & Howard Wealth Management
Georgia
$908K -$539K -20,712 -37%
FFC
393
First Financial Corp
Indiana
$899K -$1.94M -74,636 -68%
EWA
394
EP Wealth Advisors
California
$891K -$2.5K -96 -0.3%
KCM
395
Kanawha Capital Management
Virginia
$886K +$20.8K +800 +2%
BHB
396
Bank Hapoalim BM
Israel
$881K -$8.01K -308 -0.9%
CC
397
Courier Capital
New York
$878K
MAM
398
Meeder Asset Management
Ohio
$876K +$335K +12,880 +62%
NAM
399
NTV Asset Management
West Virginia
$873K
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$859K +$13.5K +520 +2%

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.