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iShares Russell 1000 Growth ETF

783 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

55% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761783 (+22)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
783
Holders Change
+22
Holders Change %
+2.89%
% of All Funds
19.49%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
76
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
401
Cahill Financial Advisors
Minnesota
$1.11M +$38.9K +1,404 +4%
EWA
402
EP Wealth Advisors
California
$1.11M -$47.9K -1,728 -4%
FC
403
Forte Capital
New York
$1.11M -$182K -6,560 -14%
NPC
404
National Planning Corporation
California
$1.11M +$14K +504 +1%
HCM
405
Howland Capital Management
Massachusetts
$1.1M -$5.55K -200 -0.5%
AAM
406
Autus Asset Management
Arizona
$1.09M -$33.5K -1,208 -3%
BCP
407
Berkeley Capital Partners
Georgia
$1.09M -$67.6K -2,436 -6%
SSB
408
Sandy Spring Bank
Maryland
$1.09M +$72.1K +2,600 +7%
BF
409
Blankinship & Foster
California
$1.09M -$192K -6,932 -15%
BAC
410
Boys Arnold & Co
North Carolina
$1.08M -$29.4K -1,060 -3%
SWM
411
Segment Wealth Management
Texas
$1.08M +$703K +25,356 +203%
CC
412
Courier Capital
New York
$1.07M +$107K +3,856 +11%
PFM
413
Parsec Financial Management
North Carolina
$1.07M +$565K +20,364 +119%
WB
414
WesBanco Bank
West Virginia
$1.06M +$581K +20,948 +128%
SCM
415
SOL Capital Management
Maryland
$1.06M -$492K -17,736 -32%
MC
416
Mathes Company
New York
$1.02M +$998K +36,000 New
CCT
417
Capital City Trust
Florida
$1.01M
AWMG
418
Alliance Wealth Management Group
New Jersey
$1.01M -$12.4M -448,624 -93%
WA
419
WealthTrust-Arizona
Arizona
$980K -$35.9K -1,296 -4%
TFA
420
Transamerica Financial Advisors
Florida
$977K -$73.3K -2,644 -7%
APSP
421
Asset Planning Services (Pennsylvania)
Pennsylvania
$975K +$267K +9,644 +39%
KWM
422
Kingsview Wealth Management
Oregon
$975K +$950K +34,256 New
SCA
423
Stonebridge Capital Advisors
Minnesota
$971K +$42.9K +1,548 +5%
HWM
424
Highwater Wealth Management
Colorado
$968K +$100K +3,608 +12%
GG
425
Gofen & Glossberg
Illinois
$961K

IWF Hedge Fund Activity: Q1 2017 in Review

783 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IWF positions and 49 closed out — a net gain of 27 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 783 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 76 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.