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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.67%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M

Top Buyers

1
B
1
Brightworth
Georgia
$45.5M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$69.1M
3
TCT
3
TIAA CREF Trust
Missouri
$414M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$855M
5
CM
5
Capula Management
Cayman Islands
$39.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.11B
2
Morgan Stanley
2
Morgan Stanley
New York
$772M
3
AssetMark Inc
3
AssetMark Inc
California
$92K
4
Ameriprise
4
Ameriprise
Minnesota
$106M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
426
Asset Management Group
Connecticut
$685K +$4.89K +49 +0.7%
Polen Capital Management
427
Polen Capital Management
Florida
$684K -$5.08M -50,929 -88%
LW
428
Linscomb Wealth
Texas
$683K +$43.7K +438 +7%
KIA
429
KCM Investment Advisors
California
$679K -$76.1K -763 -10%
BSA
430
Braun Stacey Associates
New York
$668K -$206K -2,066 -24%
MGIA
431
Moneta Group Investment Advisors
Missouri
$668K +$21.4K +215 +3%
NG
432
Northstar Group
New York
$663K +$144K +1,445 +28%
BO
433
BRR OpCo
Ohio
$660K +$100 +1 +0%
PI
434
PineBridge Investments
New York
$658K -$305K -3,055 -32%
MCM
435
Maryland Capital Management
Maryland
$651K +$100 +1 +0%
Chevy Chase Trust
436
Chevy Chase Trust
Maryland
$633K -$70.2K -704 -10%
CGL
437
Clarius Group LLC
Washington
$626K +$89.5K +897 +17%
BBPWM
438
Blue Bell Private Wealth Management
Pennsylvania
$619K -$104K -1,038 -14%
HA
439
Harfst & Associates
Wyoming
$619K -$34.7K -348 -5%
TAM
440
Tocqueville Asset Management
New York
$618K -$2.9K -29 -0.5%
GWM
441
Gupta Wealth Management
California
$596K -$62.9K -630 -10%
CG
442
Caprock Group
Idaho
$582K +$118K +1,180 +25%
CAM
443
Congress Asset Management
Massachusetts
$574K -$19M -190,213 -97%
WEC
444
Winslow Evans & Crocker
Massachusetts
$574K +$14.4K +144 +3%
SFA
445
Sequoia Financial Advisors
Ohio
$572K -$371K -3,722 -39%
CWA
446
Cypress Wealth Advisors
California
$562K – – –
EWA
447
Exencial Wealth Advisors
Oklahoma
$552K -$26.3K -264 -5%
SMH
448
Sanders Morris Harris
Texas
$547K +$547K +5,476 New
IWA
449
Intercontinental Wealth Advisors
Texas
$544K – – –
SWA
450
Sutton Wealth Advisors
Florida
$540K +$540K +5,407 New
16 17
18
19 20