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iShares Russell 1000 Growth ETF

611 hedge funds and large institutions have $17B invested in iShares Russell 1000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

4% more funds holding

Funds holding: 590611 (+21)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.12% more ownership

Funds ownership: 245.07%245.19% (+0.12%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1.01B)

61% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $9.62M

Holders
611
Holders Change
+21
Holders Change %
+3.56%
% of All Funds
17.06%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
3.15%
New
54
Increased
227
Reduced
213
Closed
30
Calls
$3.74M
Puts
$9.62M
Net Calls
-$5.88M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
451
Washington Trust
Rhode Island
$377K
BWA
452
Burt Wealth Advisors
Maryland
$368K
CHP
453
Cable Hill Partners
Oregon
$368K +$4.23K +172 +1%
VNA
454
Valley National Advisers
Pennsylvania
$367K
RMCM
455
Reynders McVeigh Capital Management
Massachusetts
$365K -$73.8K -3,000 -16%
TNB
456
Thomasville National Bank
Georgia
$362K
RMDI
457
R.M. Davis Inc
Maine
$361K -$144K -5,832 -27%
FCH
458
Freestone Capital Holdings
Washington
$342K +$362K +14,708 New
SMC
459
Smith, Moore & Co
Missouri
$337K -$1.77K -72 -0.5%
IC
460
InterOcean Capital
Illinois
$335K
EFSCE
461
Enterprise Financial Services Corp (EFSC)
Missouri
$332K -$2.07K -84 -0.6%
WS
462
Wedbush Securities
California
$319K -$15.2K -616 -4%
WA
463
Wealth Architects
California
$319K
BCM
464
Becker Capital Management
Oregon
$314K
CW
465
Cobiz Wealth
Colorado
$312K -$3.74K -152 -1%
ST
466
Smithfield Trust
Pennsylvania
$307K
LCM
467
Logan Capital Management
Pennsylvania
$306K +$55.1K +2,240 +21%
GP
468
Girard Partners
Pennsylvania
$305K +$66.7K +2,712 +26%
QCM
469
Quadrant Capital Management
New Jersey
$304K -$68.9K -2,800 -18%
CT
470
Cambridge Trust
Massachusetts
$304K
Fiera Capital (Canada)
471
Fiera Capital (Canada)
Quebec, Canada
$303K
MVIP
472
Mar Vista Investment Partners
California
$302K -$234K -9,508 -42%
ORI
473
Oak Ridge Investments
Illinois
$302K +$320K +13,004 New
F
474
FutureAdvisor
California
$295K -$48.7K -1,980 -13%
SWM
475
Segment Wealth Management
Texas
$291K

IWF Hedge Fund Activity: Q3 2015 in Review

611 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2015, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWF positions and 30 closed out — a net gain of 24 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $818M. The largest seller was Curian Capital, cutting an estimated $148M.

  • 611 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2015, up from 590 in Q2 2015.
  • Funds reported $17B of iShares Russell 1000 Growth ETF stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 54 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2015 and 30 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2015 was Bank of America, an estimated $818M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2015 was Curian Capital, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2015.