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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
376
Westwood Holdings Group
Texas
$1.75M +$270K +8,812 +19%
HCM
377
HM Capital Management
Missouri
$1.74M -$23.7K -776 -1%
FDCC
378
Foster Dykema Cabot & Co
Massachusetts
$1.74M -$1.47M -47,964 -46%
TI
379
Truepoint Inc
Ohio
$1.73M -$337K -11,016 -17%
YWP
380
YorkBridge Wealth Partners
New York
$1.73M +$10K +328 +0.6%
OCM
381
Oakwood Capital Management
California
$1.69M +$67.3K +2,200 +4%
CGL
382
Clarius Group LLC
Washington
$1.68M
RWP
383
RWA Wealth Partners
Massachusetts
$1.68M +$1.64M +53,700 New
PAG
384
Pinnacle Advisory Group
Maryland
$1.67M +$857 +28 +0.1%
SWM
385
Segment Wealth Management
Texas
$1.67M -$12.1K -396 -0.7%
FNBT
386
FineMark National Bank & Trust
Florida
$1.66M -$19.7K -644 -1%
KTC
387
Kistler-Tiffany Companies
Pennsylvania
$1.66M -$327K -10,684 -17%
WB
388
WesBanco Bank
West Virginia
$1.65M -$450K -14,712 -22%
LC
389
Landaas & Company
Wisconsin
$1.64M +$1.61M +52,484 New
MWM
390
Modera Wealth Management
New Jersey
$1.61M -$86.9K -2,840 -5%
FA
391
FCG Advisors
New Jersey
$1.6M -$253K -8,260 -14%
VWA
392
V Wealth Advisors
Kansas
$1.6M -$19.7K -644 -1%
GRP
393
Global Retirement Partners
California
$1.59M -$765K -24,988 -33%
PMFA
394
Plante Moran Financial Advisors
Michigan
$1.59M
BTNA
395
Bremer Trust National Association
Minnesota
$1.58M +$26.9K +880 +2%
JIP
396
Jaffetilchin Investment Partners
Florida
$1.56M +$325K +10,624 +27%
RCM
397
Radnor Capital Management
Pennsylvania
$1.55M
MWM
398
Merriman Wealth Management
Washington
$1.55M +$810K +26,460 +114%
Franklin Resources
399
Franklin Resources
California
$1.53M -$110K -3,600 -7%
Manulife (Manufacturers Life Insurance)
400
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.51M +$164K +5,368 +12%

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.