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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
426
Cambridge Trust
Massachusetts
$745K -$44.4K -1,780 -6%
MPI
427
Mairs & Power Inc
Minnesota
$743K +$35.6K +1,424 +5%
GIM
428
Goelzer Investment Management
Indiana
$734K
CIA
429
Choate Investment Advisors
Massachusetts
$727K -$35K -1,400 -5%
HC
430
Hourglass Capital
Texas
$725K -$7.49K -300 -1%
WP
431
WMS Partners
Maryland
$714K
WP
432
WealthSource Partners
California
$712K +$708K +28,368 New
DWT
433
Dorsey & Whitney Trust
South Dakota
$707K
DK
434
Darrell & King
Virginia
$695K
Chevy Chase Trust
435
Chevy Chase Trust
Maryland
$695K +$58.3K +2,336 +9%
AMG
436
Asset Management Group
Connecticut
$689K
APSP
437
Asset Planning Services (Pennsylvania)
Pennsylvania
$685K -$25K -1,000 -4%
KIA
438
KCM Investment Advisors
California
$683K -$499 -20 -0.1%
BO
439
BRR OpCo
Ohio
$673K +$8.99K +360 +1%
CCM
440
Covington Capital Management
California
$672K -$79.9K -3,200 -11%
MGIA
441
Moneta Group Investment Advisors
Missouri
$672K
SEI Investments
442
SEI Investments
Pennsylvania
$664K -$351K -14,060 -35%
MCM
443
Maryland Capital Management
Maryland
$663K +$7.49K +300 +1%
BAC
444
Boys Arnold & Co
North Carolina
$661K +$367K +14,708 +126%
LCM
445
Liberty Capital Management
Michigan
$660K +$149K +5,960 +29%
MHS
446
M Holdings Securities
Oregon
$657K -$96.9K -3,880 -13%
WEC
447
Winslow Evans & Crocker
Massachusetts
$657K +$79.5K +3,184 +14%
BSA
448
Braun Stacey Associates
New York
$656K -$15.3K -612 -2%
FTIOP
449
Fiduciary Trust International of Pennsylvania
Pennsylvania
$634K -$2.01M -80,576 -76%
CGL
450
Clarius Group LLC
Washington
$630K

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.