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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
376
Two Sigma Investments
New York
$1.6M -$12.6M -427,528 -89%
PAG
377
Pinnacle Advisory Group
Maryland
$1.59M +$89.8K +3,060 +6%
Franklin Resources
378
Franklin Resources
California
$1.56M -$97.5K -3,320 -6%
MC
379
Mathes Company
New York
$1.56M +$481K +16,400 +46%
RCM
380
Radnor Capital Management
Pennsylvania
$1.55M -$62.1K -2,116 -4%
OCM
381
Oakwood Capital Management
California
$1.54M -$85K -2,896 -5%
VWA
382
V Wealth Advisors
Kansas
$1.54M -$6.58K -224 -0.4%
PMFA
383
Plante Moran Financial Advisors
Michigan
$1.51M +$11.4K +388 +0.8%
BTNA
384
Bremer Trust National Association
Minnesota
$1.47M -$51.9K -1,768 -3%
SEI Investments
385
SEI Investments
Pennsylvania
$1.42M +$546K +18,612 +64%
Capital Fund Management (CFM)
386
Capital Fund Management (CFM)
France
$1.42M +$1.4M +47,600 New
WHG
387
Westwood Holdings Group
Texas
$1.41M +$1.39M +47,256 New
CA
388
Clearstead Advisors
Ohio
$1.37M +$926K +31,544 +218%
AIP
389
Ameritas Investment Partners
Nebraska
$1.36M -$35.5K -1,208 -3%
AIS
390
American Investment Services
Massachusetts
$1.36M -$71K -2,420 -5%
Chevy Chase Trust
391
Chevy Chase Trust
Maryland
$1.36M -$109K -3,724 -8%
SIC
392
Sigma Investment Counselors
Michigan
$1.35M
OIA
393
OneDigital Investment Advisors
Kansas
$1.35M +$1.33M +45,264 New
Citadel Advisors
394
Citadel Advisors
Florida
$1.34M -$41.5K -1,412 -3%
BAS
395
Brown Advisory Securities
Maryland
$1.33M +$38.3K +1,304 +3%
BWA
396
BDO Wealth Advisors
Florida
$1.32M +$1.3M +44,404 New
LNWWM
397
Laird Norton Wetherby Wealth Management
California
$1.3M +$51.4K +1,752 +4%
HWM
398
Highwater Wealth Management
Colorado
$1.29M +$276K +9,412 +28%
IWA
399
Intercontinental Wealth Advisors
Texas
$1.29M +$78.7K +2,680 +7%
Manulife (Manufacturers Life Insurance)
400
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28M +$1.1M +37,368 +665%

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.