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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
426
Archford Capital Strategies
Illinois
$1.28M +$43.3K +1,416 +4%
AIM
427
Acropolis Investment Management
Missouri
$1.28M -$55.6K -1,816 -4%
FWM
428
Focused Wealth Management
New York
$1.26M +$229K +7,468 +23%
HWM
429
Highwater Wealth Management
Colorado
$1.26M -$99.5K -3,252 -7%
IB
430
Intrust Bank
Kansas
$1.26M
OMC
431
Old Mission Capital
Illinois
$1.25M +$1.22M +39,956 New
N
432
Natixis
France
$1.24M +$297K +9,700 +32%
LA
433
Lau Associates
Delaware
$1.23M
CFA
434
Carroll Financial Associates
North Carolina
$1.22M +$58K +1,896 +5%
CA
435
Cambridge Advisors
Nebraska
$1.21M -$10.4K -340 -0.9%
BCP
436
Berkeley Capital Partners
Georgia
$1.21M -$12.7K -416 -1%
SCA
437
Stonebridge Capital Advisors
Minnesota
$1.21M +$47K +1,536 +4%
KWM
438
Kingsview Wealth Management
Oregon
$1.2M -$17.9K -584 -1%
AAM
439
Autus Asset Management
Arizona
$1.18M -$37.1K -1,212 -3%
TAM
440
Tocqueville Asset Management
New York
$1.17M +$426K +13,904 +59%
CFA
441
Cahill Financial Advisors
Minnesota
$1.16M +$5.02K +164 +0.4%
PWM
442
Patriot Wealth Management
Texas
$1.14M -$144K -4,692 -11%
AIP
443
Ameritas Investment Partners
Nebraska
$1.14M -$284K -9,264 -20%
DWA
444
Dorsey Wright & Associates
California
$1.14M +$3.92K +128 +0.4%
BC
445
Burney Company
Virginia
$1.14M +$72.5K +2,368 +7%
RFM
446
Royal Fund Management
Florida
$1.13M +$547K +17,880 +97%
WP
447
WealthSource Partners
California
$1.13M -$160K -5,212 -13%
MC
448
Moors & Cabot
Massachusetts
$1.11M +$3.67K +120 +0.3%
MC
449
Middleton & Co
Massachusetts
$1.1M -$160K -5,236 -13%
SSB
450
Sandy Spring Bank
Maryland
$1.1M -$65.9K -2,152 -6%

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.