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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
401
Financial Consulate
Maryland
$1.5M -$428K -13,976 -23%
FSA
402
Financial Sense Advisors
California
$1.5M -$283K -9,252 -16%
MGIA
403
Moneta Group Investment Advisors
Missouri
$1.48M +$305K +9,960 +27%
Barclays
404
Barclays
United Kingdom
$1.46M +$1.14M +37,224 +396%
ST
405
Smithfield Trust
Pennsylvania
$1.43M +$442K +14,448 +46%
IWA
406
Intercontinental Wealth Advisors
Texas
$1.43M +$72.8K +2,380 +5%
ST
407
Sageworth Trust
Pennsylvania
$1.42M -$1.04M -33,900 -43%
UBS AM
408
UBS AM
Illinois
$1.42M +$195K +6,384 +16%
SIC
409
Sigma Investment Counselors
Michigan
$1.42M +$122 +4 +0%
Chevy Chase Trust
410
Chevy Chase Trust
Maryland
$1.39M -$33.3K -1,088 -2%
BAS
411
Brown Advisory Securities
Maryland
$1.39M -$857 -28 -0.1%
AIS
412
American Investment Services
Massachusetts
$1.38M -$51.5K -1,684 -4%
SCM
413
SOL Capital Management
Maryland
$1.36M +$73.4K +2,400 +6%
FNT
414
First National Trust
Pennsylvania
$1.34M +$152K +4,972 +13%
EP
415
Edgestream Partners
New Jersey
$1.33M -$1.31M -42,928 -50%
CS
416
Cannell & Spears
New York
$1.33M
BWA
417
BDO Wealth Advisors
Florida
$1.32M -$63.2K -2,064 -5%
DY
418
Dowling & Yahnke
California
$1.32M +$245 +8 +0%
W
419
Wealthfront
California
$1.31M +$875K +28,596 +215%
FMWA
420
Forvis Mazars Wealth Advisors
Missouri
$1.31M +$24.5K +800 +2%
HCM
421
Howland Capital Management
Massachusetts
$1.3M +$97.3K +3,180 +8%
MIH
422
Madison Investment Holdings
Wisconsin
$1.3M +$514K +16,780 +68%
SBSB
423
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.29M +$387K +12,652 +44%
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$1.29M -$72.3K -2,364 -5%
EWA
425
EP Wealth Advisors
California
$1.29M +$45.3K +1,480 +4%

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.