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iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
401
Bank Hapoalim BM
Israel
$826K -$28.6K -1,212 -4%
GG
402
Gofen & Glossberg
Illinois
$826K +$14.9K +632 +2%
ACS
403
Archford Capital Strategies
Illinois
$816K -$17.4K -736 -2%
MPAM
404
Murphy Pohlad Asset Management
Minnesota
$813K
JWBC
405
J.W. Burns & Co
New York
$807K -$55.3K -2,340 -7%
CC
406
Courier Capital
New York
$796K +$7.09K +300 +0.9%
CT
407
Cambridge Trust
Massachusetts
$785K +$434K +18,384 +141%
RW
408
Rand Wealth
Maryland
$764K +$4.63K +196 +0.6%
WA
409
WFG Advisors
Texas
$763K +$235K +9,948 +48%
SSB
410
Sandy Spring Bank
Maryland
$760K +$42.1K +1,780 +6%
CIA
411
Choate Investment Advisors
Massachusetts
$758K +$718K +30,376 New
CFG
412
Citizens Financial Group
Rhode Island
$756K -$13K -552 -2%
FANJ
413
Financial Architects (New Jersey)
New Jersey
$751K -$719K -30,420 Closed
MHS
414
M Holdings Securities
Oregon
$750K +$76.5K +3,236 +12%
CTA
415
Chesley Taft & Associates
Illinois
$750K +$123K +5,208 +21%
CCM
416
Covington Capital Management
California
$748K -$14.2K -600 -2%
GIM
417
Goelzer Investment Management
Indiana
$730K +$94.5K +4,000 +16%
HC
418
Hourglass Capital
Texas
$728K -$44.9K -1,900 -6%
HH
419
Hilltop Holdings
Texas
$713K -$640K -27,100 -49%
WP
420
WMS Partners
Maryland
$710K -$100K -4,248 -13%
APSP
421
Asset Planning Services (Pennsylvania)
Pennsylvania
$706K +$2.17K +92 +0.3%
BOS
422
Bingham Osborn & Scarborough
California
$705K
DWT
423
Dorsey & Whitney Trust
South Dakota
$703K
MPI
424
Mairs & Power Inc
Minnesota
$703K
DK
425
Darrell & King
Virginia
$691K -$104K -4,400 -14%

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.