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iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
426
Cambridge Trust
Massachusetts
$716K -$56.8K -2,184 -7%
SEI Investments
427
SEI Investments
Pennsylvania
$710K +$20.6K +792 +3%
KIA
428
KCM Investment Advisors
California
$709K +$624 +24 +0.1%
AAM
429
Aureus Asset Management
Massachusetts
$699K +$698K +26,840 New
CCM
430
Covington Capital Management
California
$698K
MGIA
431
Moneta Group Investment Advisors
Missouri
$698K
BO
432
BRR OpCo
Ohio
$689K -$9.26K -356 -1%
Northwestern Mutual Wealth Management
433
Northwestern Mutual Wealth Management
Wisconsin
$678K -$51.9M -1,994,404 -99%
CFG
434
Citizens Financial Group
Rhode Island
$678K -$137K -5,280 -17%
LCM
435
Liberty Capital Management
Michigan
$673K -$7.49K -288 -1%
WEC
436
Winslow Evans & Crocker
Massachusetts
$662K -$20K -768 -3%
FTIOP
437
Fiduciary Trust International of Pennsylvania
Pennsylvania
$658K
APSP
438
Asset Planning Services (Pennsylvania)
Pennsylvania
$646K -$64.9K -2,496 -9%
BBPWM
439
Blue Bell Private Wealth Management
Pennsylvania
$646K
AZA
440
Arthur Zaske & Associates
Michigan
$646K +$645K +24,796 New
BOS
441
Bingham Osborn & Scarborough
California
$639K -$8.84K -340 -1%
RWA
442
Ropes Wealth Advisors
Massachusetts
$632K +$221K +8,512 +54%
MHS
443
M Holdings Securities
Oregon
$622K -$59.8K -2,300 -9%
SA
444
Strategic Advisors
New York
$621K +$53.9K +2,072 +10%
CG
445
Caprock Group
Idaho
$619K +$12.2K +468 +2%
DK
446
Darrell & King
Virginia
$617K -$104K -4,000 -14%
PFS
447
Prospera Financial Services
Texas
$617K +$271K +10,412 +78%
BIC
448
Bridges Investment Counsel
Nebraska
$612K -$13K -500 -2%
TAM
449
Tocqueville Asset Management
New York
$612K -$5.72K -220 -0.9%
RMCM
450
Reynders McVeigh Capital Management
Massachusetts
$610K +$105K +4,040 +21%

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.