We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

611 hedge funds and large institutions have $17B invested in iShares Russell 1000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

4% more funds holding

Funds holding: 590611 (+21)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.12% more ownership

Funds ownership: 245.07%245.19% (+0.12%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1.01B)

61% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $9.62M

Holders
611
Holders Change
+21
Holders Change %
+3.56%
% of All Funds
17.06%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
3.15%
New
54
Increased
227
Reduced
213
Closed
30
Calls
$3.74M
Puts
$9.62M
Net Calls
-$5.88M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
426
Welch & Forbes
Massachusetts
$447K
ICAS
427
Investors Capital Advisory Services
Massachusetts
$446K +$155K +6,300 +49%
CIM
428
Confluence Investment Management
Missouri
$443K -$62K -2,520 -12%
MJP
429
Michael J. Puzo
$438K -$74.3K -3,020 -14%
MCM
430
Maryland Capital Management
Maryland
$436K +$2.36K +96 +0.5%
BBHC
431
Brown Brothers Harriman & Co
New York
$433K -$551K -22,380 -55%
GIP
432
Greatmark Investment Partners
Georgia
$433K
FCCM
433
First City Capital Management
Georgia
$430K
FWM
434
Focused Wealth Management
New York
$430K -$9.65K -392 -2%
CFA
435
Carroll Financial Associates
North Carolina
$429K +$14.7K +596 +4%
PI
436
PineBridge Investments
New York
$429K +$141K +5,728 +45%
VCP
437
Vista Capital Partners
Oregon
$427K -$9.84K -400 -2%
HTHT
438
Hemenway Trust Hemenway Trust
New Hampshire
$423K -$73.8K -3,000 -14%
CCS
439
Crosspoint Capital Strategies
California
$412K +$436K +17,712 New
BC
440
Bartlett & Co
Ohio
$411K
FFA
441
First Foundation Advisors
California
$411K +$435K +17,676 New
SCM
442
Summit Capital Management
Washington
$408K -$12.8K -520 -3%
PIA
443
Peachtree Investment Advisors
Georgia
$403K
CHC
444
City Holding Co
West Virginia
$402K +$100K +4,064 +31%
NFA
445
Nationwide Fund Advisors
Ohio
$401K -$62K -2,520 -13%
SCA
446
Salient Capital Advisors
Texas
$400K +$164K +6,660 +63%
SC
447
Savant Capital
Illinois
$392K -$15.8K -644 -4%
AA
448
Ancora Advisors
Ohio
$389K -$69.1K -2,808 -14%
WA
449
Winfield Associates
Ohio
$384K +$19.7K +800 +5%
SBH
450
Segall Bryant & Hamill
Illinois
$383K -$1.48K -60 -0.4%

IWF Hedge Fund Activity: Q3 2015 in Review

611 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2015, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWF positions and 30 closed out — a net gain of 24 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $818M. The largest seller was Curian Capital, cutting an estimated $148M.

  • 611 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2015, up from 590 in Q2 2015.
  • Funds reported $17B of iShares Russell 1000 Growth ETF stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 54 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2015 and 30 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2015 was Bank of America, an estimated $818M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2015 was Curian Capital, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2015.