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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Acropolis Investment Management
Missouri
$1.27M -$7.99K -272 -0.6%
CS
402
Cannell & Spears
New York
$1.27M
DY
403
Dowling & Yahnke
California
$1.26M
FTIOP
404
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.24M +$503K +17,144 +70%
GWA
405
Guidant Wealth Advisors
Illinois
$1.24M
RBC
406
Ronald Blue & Co
Georgia
$1.23M -$20.9K -712 -2%
WP
407
WealthSource Partners
California
$1.23M -$577K -19,660 -32%
PWM
408
Patriot Wealth Management
Texas
$1.23M +$1.21M +41,208 New
CG
409
Caprock Group
Idaho
$1.22M +$506K +17,244 +72%
SCM
410
SOL Capital Management
Maryland
$1.22M +$112K +3,800 +10%
FMWA
411
Forvis Mazars Wealth Advisors
Missouri
$1.22M -$16.3K -556 -1%
MC
412
Middleton & Co
Massachusetts
$1.21M -$657K -22,380 -36%
IB
413
Intrust Bank
Kansas
$1.2M
EWA
414
EP Wealth Advisors
California
$1.18M +$20.5K +700 +2%
ACS
415
Archford Capital Strategies
Illinois
$1.18M +$172K +5,860 +17%
JIP
416
Jaffetilchin Investment Partners
Florida
$1.17M -$2.65M -90,188 -70%
CA
417
Cambridge Advisors
Nebraska
$1.17M -$4.7K -160 -0.4%
LA
418
Lau Associates
Delaware
$1.17M -$2.7K -92 -0.2%
BCP
419
Berkeley Capital Partners
Georgia
$1.16M +$19.6K +668 +2%
KWM
420
Kingsview Wealth Management
Oregon
$1.16M +$139K +4,720 +14%
UBS AM
421
UBS AM
Illinois
$1.16M -$1.2M -40,816 -51%
FC
422
Forte Capital
New York
$1.16M
AAM
423
Autus Asset Management
Arizona
$1.16M +$12.9K +440 +1%
CC
424
Courier Capital
New York
$1.15M +$31.5K +1,072 +3%
HCM
425
Howland Capital Management
Massachusetts
$1.15M

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.