We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

783 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

55% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761783 (+22)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
783
Holders Change
+22
Holders Change %
+2.89%
% of All Funds
19.49%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
76
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
426
Archford Capital Strategies
Illinois
$959K -$111K -3,996 -11%
NAM
427
NTV Asset Management
West Virginia
$954K +$111 +4 +0%
TCM
428
Texan Capital Management
Texas
$950K -$351K -12,668 -28%
KIA
429
KCM Investment Advisors
California
$941K -$8.54K -308 -0.9%
AAM
430
Aureus Asset Management
Massachusetts
$940K +$144K +5,200 +19%
BCI
431
Brinker Capital Investments
Pennsylvania
$938K -$106K -3,820 -10%
CTA
432
Chesley Taft & Associates
Illinois
$935K -$11.1K -400 -1%
P
433
Pitcairn
Pennsylvania
$932K -$1.71M -61,808 -65%
RW
434
Rand Wealth
Maryland
$921K +$14.6K +528 +2%
FANJ
435
Financial Architects (New Jersey)
New Jersey
$918K
MC
436
Moors & Cabot
Massachusetts
$912K -$167K -6,004 -16%
SHWM
437
Smith & Howard Wealth Management
Georgia
$898K -$47K -1,696 -5%
IAA
438
Independent Advisor Alliance
North Carolina
$898K +$880K +31,720 New
PPA
439
Parametric Portfolio Associates
Washington
$895K -$3.77M -136,080 -81%
GA
440
Geneva Advisors
Illinois
$885K +$265K +9,552 +44%
FWIA
441
Fort Washington Investment Advisors
Ohio
$873K -$1.18M -42,500 -58%
FFC
442
First Financial Corp
Indiana
$872K -$114K -4,120 -12%
SBSB
443
Sullivan, Bruyette, Speros & Blaney
Virginia
$867K -$40.4K -1,456 -5%
KCM
444
Kanawha Capital Management
Virginia
$860K -$41.6K -1,500 -5%
JWBC
445
J.W. Burns & Co
New York
$855K -$17.5K -632 -2%
SS
446
Simplicity Solutions
Minnesota
$852K +$115K +4,152 +16%
VCM
447
Vigilant Capital Management
Maine
$851K
CFA
448
Carroll Financial Associates
North Carolina
$844K -$2.88K -104 -0.3%
FWM
449
Focused Wealth Management
New York
$835K +$776K +27,992 +2,040%
SEI Investments
450
SEI Investments
Pennsylvania
$830K -$762K -27,472 -48%

IWF Hedge Fund Activity: Q1 2017 in Review

783 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IWF positions and 49 closed out — a net gain of 27 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 783 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 76 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +27 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.