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iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
401
J.W. Burns & Co
New York
$851K +$6.03K +232 +0.7%
MPAM
402
Murphy Pohlad Asset Management
Minnesota
$848K
CM
403
Cornerstone Management
Georgia
$836K
SBSB
404
Sullivan, Bruyette, Speros & Blaney
Virginia
$831K
UBS AM
405
UBS AM
Illinois
$830K +$51.6K +1,984 +7%
CTA
406
Chesley Taft & Associates
Illinois
$824K +$24.4K +940 +3%
GG
407
Gofen & Glossberg
Illinois
$818K -$16.4K -632 -2%
ACP
408
Ashfield Capital Partners
California
$807K +$806K +30,992 New
ACS
409
Archford Capital Strategies
Illinois
$802K +$5.82K +224 +0.7%
RW
410
Rand Wealth
Maryland
$800K +$1.04K +40 +0.1%
WA
411
WFG Advisors
Texas
$785K -$312 -12 -0%
DWT
412
Dorsey & Whitney Trust
South Dakota
$783K +$48.9K +1,880 +7%
RCAMU
413
Rothschild & Co Asset Management US
Connecticut
$781K +$780K +30,004 New
VCM
414
Vigilant Capital Management
Maine
$779K
FANJ
415
Financial Architects (New Jersey)
New Jersey
$770K
CG
416
Corundum Group
Colorado
$766K -$6.78M -260,932 -90%
FIM
417
Freedom Investment Management
Connecticut
$761K -$273K -10,496 -26%
CIA
418
Choate Investment Advisors
Massachusetts
$755K
HC
419
Hourglass Capital
Texas
$751K -$2.08K -80 -0.3%
HWM
420
Highwater Wealth Management
Colorado
$744K +$743K +28,564 New
GIM
421
Goelzer Investment Management
Indiana
$742K -$20K -768 -3%
DRS
422
Deane Retirement Strategies
Louisiana
$737K -$56.8K -2,184 -7%
MPI
423
Mairs & Power Inc
Minnesota
$734K -$37K -1,424 -5%
AMG
424
Asset Management Group
Connecticut
$718K +$2.91K +112 +0.4%
WP
425
WMS Partners
Maryland
$717K -$23.7K -912 -3%

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.