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iShares Russell 1000 Growth ETF

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

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
426
Asset Management Group
Connecticut
$685K +$4.63K +196 +0.7%
Polen Capital Management
427
Polen Capital Management
Florida
$684K -$4.81M -203,716 -88%
LW
428
Linscomb Wealth
Texas
$683K +$41.4K +1,752 +7%
KIA
429
KCM Investment Advisors
California
$679K -$72.1K -3,052 -10%
BSA
430
Braun Stacey Associates
New York
$668K -$195K -8,264 -24%
MGIA
431
Moneta Group Investment Advisors
Missouri
$668K +$20.3K +860 +3%
NG
432
Northstar Group
New York
$663K +$137K +5,780 +28%
BO
433
BRR OpCo
Ohio
$660K +$95 +4 +0%
PI
434
PineBridge Investments
New York
$658K -$289K -12,220 -32%
MCM
435
Maryland Capital Management
Maryland
$651K +$95 +4 +0%
Chevy Chase Trust
436
Chevy Chase Trust
Maryland
$633K -$66.5K -2,816 -10%
CGL
437
Clarius Group LLC
Washington
$626K +$84.8K +3,588 +17%
BBPWM
438
Blue Bell Private Wealth Management
Pennsylvania
$619K -$98.1K -4,152 -14%
HA
439
Harfst & Associates
Wyoming
$619K -$32.9K -1,392 -5%
TAM
440
Tocqueville Asset Management
New York
$618K -$2.74K -116 -0.5%
GWM
441
Gupta Wealth Management
California
$596K -$59.5K -2,520 -10%
CG
442
Caprock Group
Idaho
$582K +$112K +4,720 +25%
CAM
443
Congress Asset Management
Massachusetts
$574K -$18M -760,852 -97%
WEC
444
Winslow Evans & Crocker
Massachusetts
$574K +$13.6K +576 +3%
SFA
445
Sequoia Financial Advisors
Ohio
$572K -$352K -14,888 -39%
CWA
446
Cypress Wealth Advisors
California
$562K
EWA
447
Exencial Wealth Advisors
Oklahoma
$552K -$25K -1,056 -5%
SMH
448
Sanders Morris Harris
Texas
$547K +$518K +21,904 New
IWA
449
Intercontinental Wealth Advisors
Texas
$544K
SWA
450
Sutton Wealth Advisors
Florida
$540K +$511K +21,628 New

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.