IWF icon

iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

598 hedge funds and large institutions have $18B invested in iShares Russell 1000 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 211 increasing their positions, 208 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+15
Holders Change %
+2.57%
% of All Funds
15.95%
Holding in Top 10
110
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.8%
% of All Funds
2.93%
New
68
Increased
211
Reduced
208
Closed
46
Calls
$4.8M
Puts
$8.95M
Net Calls
-$4.16M
Net Calls Change
-$9.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$644M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$156M
3
HI
Horizon Investments
North Carolina
+$74.7M
4
Morgan Stanley
Morgan Stanley
New York
+$66.5M
5
American Century Companies
American Century Companies
Missouri
+$51.8M

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
-$106M
2
Deutsche Bank
Deutsche Bank
Germany
-$106M
3
Wells Fargo
Wells Fargo
California
-$102M
4
TFA
Transamerica Financial Advisors
Florida
-$52M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
401
Exchange Capital Management
Michigan
$544K -$294K -2,970 -35%
CAM
402
Carret Asset Management
New York
$540K -$29.7K -300 -5%
MJP
403
Michael J. Puzo
$540K – – –
SWM
404
SVA Wealth Management
Wisconsin
$536K +$536K +5,419 New
BP
405
BBR Partners
New York
$534K +$534K +5,395 New
CIM
406
Confluence Investment Management
Missouri
$529K +$529K +5,350 New
RMDI
407
R.M. Davis Inc
Maine
$528K -$11.7K -118 -2%
PSI
408
Pinnacle Summer Investments
Virginia
$526K – – –
PP
409
Palladium Partners
Virginia
$525K – – –
HTHT
410
Hemenway Trust Hemenway Trust
New Hampshire
$524K +$524K +5,300 New
MMLI
411
Massachusetts Mutual Life Insurance
Massachusetts
$519K +$198 +2 +0%
BFA
412
Beaumont Financial Advisors
Massachusetts
$518K -$45.5M -459,863 -99%
SSB
413
Sandy Spring Bank
Maryland
$514K +$98K +990 +24%
ACS
414
Archford Capital Strategies
Illinois
$512K -$59.1K -597 -10%
KA
415
Klingman & Associates
New York
$505K – – –
WEC
416
Winslow Evans & Crocker
Massachusetts
$505K – – –
SSWM
417
Sheets Smith Wealth Management
North Carolina
$504K -$49.4K -500 -9%
BIC
418
Bridges Investment Counsel
Nebraska
$500K – – –
HCM
419
Horrell Capital Management
Arkansas
$496K – – –
BFS
420
Bradley Foster & Sargent
Connecticut
$495K -$14.9K -150 -3%
FIM
421
Freedom Investment Management
Connecticut
$494K -$289K -2,926 -37%
CPA
422
Capital Planning Advisors
California
$488K +$488K +4,930 New
SFS
423
Summit Financial Strategies
Ohio
$480K -$106K -1,068 -18%
WF
424
Welch & Forbes
Massachusetts
$475K -$183K -1,850 -28%
FWM
425
Focused Wealth Management
New York
$467K -$21.7K -219 -4%
15 16
17
18 19