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iShares Russell 1000 Growth ETF
IWF

Overview Fund Activity

677 hedge funds and large institutions have $20B invested in iShares Russell 1000 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 256 increasing their positions, 190 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+66
Holders Change %
+10.8%
% of All Funds
17.78%
Holding in Top 10
130
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.04%
% of All Funds
3.41%
New
113
Increased
256
Reduced
190
Closed
39
Calls
$12.1M
Puts
$20.9M
Net Calls
-$8.83M
Net Calls Change
-$2.95M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.57B
2
LPL Financial
LPL Financial
California
$521M
3
AssetMark Inc
AssetMark Inc
California
$119M
4
Ameriprise
Ameriprise
Minnesota
$188M
5
Wells Fargo
Wells Fargo
California
$778M

Top Sellers

1
BL
Balentine LLC
Georgia
$224M
2
TCIM
TIAA CREF Investment Management
New York
$85.5M
3
CFA
Capstone Financial Advisors
Illinois
$40.3M
4
PPA
Parametric Portfolio Associates
Washington
$204M
5
CC
Curian Capital
Colorado
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
451
Harfst & Associates
Wyoming
$651K -$4.97K -50 -0.8%
MCM
452
Maryland Capital Management
Maryland
$649K +$183K +1,843 +39%
MGIA
453
Moneta Group Investment Advisors
Missouri
$645K – – –
LW
454
Linscomb Wealth
Texas
$637K -$7.66K -77 -1%
ICAS
455
Investors Capital Advisory Services
Massachusetts
$630K +$153K +1,545 +32%
GIM
456
Goelzer Investment Management
Indiana
$628K +$628K +6,316 New
CTA
457
Chesley Taft & Associates
Illinois
$619K +$44.8K +450 +8%
TAM
458
Tocqueville Asset Management
New York
$619K +$619K +6,218 New
CTC
459
Central Trust Company
Missouri
$601K -$21.3K -214 -3%
MLL
460
Moody Lynn & Lieberson
Massachusetts
$573K -$3.09M -31,110 -84%
CWA
461
Cypress Wealth Advisors
California
$560K – – –
WEC
462
Winslow Evans & Crocker
Massachusetts
$558K +$54.1K +544 +11%
CCA
463
Checchi Capital Advisers
California
$557K +$557K +5,597 New
BAC
464
Boys Arnold & Co
North Carolina
$555K +$328K +3,291 +144%
CWM
465
Calamos Wealth Management
Illinois
$553K +$553K +5,555 New
SPC
466
Sigma Planning Corp
Michigan
$550K -$7.77K -78 -1%
TI
467
Truepoint Inc
Ohio
$548K -$165K -1,654 -23%
EWA
468
Exencial Wealth Advisors
Oklahoma
$542K – – –
IWA
469
Intercontinental Wealth Advisors
Texas
$542K +$542K +5,447 New
CGL
470
Clarius Group LLC
Washington
$534K +$534K +5,377 New
LCM
471
Liberty Capital Management
Michigan
$529K -$23.4K -235 -4%
PP
472
Palladium Partners
Virginia
$528K – – –
BCM
473
Brookmont Capital Management
Texas
$522K -$3.18K -32 -0.6%
BFS
474
Bradley Foster & Sargent
Connecticut
$514K – – –
NG
475
Northstar Group
New York
$514K +$514K +5,193 New
17 18
19
20 21