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iShares Russell 1000 Growth ETF

783 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

55% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761783 (+22)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
783
Holders Change
+22
Holders Change %
+2.89%
% of All Funds
19.49%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
76
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
376
American Investment Services
Massachusetts
$1.37M -$359K -12,940 -21%
MWM
377
Modera Wealth Management
New Jersey
$1.37M +$171K +6,148 +15%
WPA
378
West Paces Advisors
Georgia
$1.36M -$31.9K -1,152 -2%
AIP
379
Ameritas Investment Partners
Nebraska
$1.34M -$53.9K -1,944 -4%
RIL
380
Rothschild Investment LLC
Illinois
$1.32M +$332K +11,956 +35%
CWM
381
Concert Wealth Management
California
$1.32M -$226K -8,164 -14%
Citadel Advisors
382
Citadel Advisors
Florida
$1.32M +$1.29M +46,372 New
LWM
383
LBA Wealth Management
Florida
$1.32M -$148K -5,340 -10%
SIC
384
Sigma Investment Counselors
Michigan
$1.29M -$496K -17,876 -28%
BAS
385
Brown Advisory Securities
Maryland
$1.23M +$6.1K +220 +0.5%
AIM
386
Acropolis Investment Management
Missouri
$1.22M -$2.55K -92 -0.2%
AGM
387
Alpine Global Management
New York
$1.21M +$1.18M +42,616 New
CS
388
Cannell & Spears
New York
$1.21M +$155K +5,600 +15%
DY
389
Dowling & Yahnke
California
$1.2M -$30.4K -1,096 -3%
SHGA
390
Sand Hill Global Advisors
California
$1.2M -$83.6M -3,014,800 -99%
RBC
391
Ronald Blue & Co
Georgia
$1.2M +$22.1K +796 +2%
LNWWM
392
Laird Norton Wetherby Wealth Management
California
$1.19M -$8.21K -296 -0.7%
FMWA
393
Forvis Mazars Wealth Advisors
Missouri
$1.18M
GWA
394
Guidant Wealth Advisors
Illinois
$1.17M
MGIA
395
Moneta Group Investment Advisors
Missouri
$1.17M +$80.2K +2,892 +8%
IWA
396
Intercontinental Wealth Advisors
Texas
$1.16M
IB
397
Intrust Bank
Kansas
$1.14M
RVPG
398
Relative Value Partners Group
$1.13M
CA
399
Cambridge Advisors
Nebraska
$1.12M
LA
400
Lau Associates
Delaware
$1.12M

IWF Hedge Fund Activity: Q1 2017 in Review

783 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IWF positions and 49 closed out — a net gain of 27 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 783 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 76 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.