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iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
451
Karp Capital Management
California
$534K -$213K -9,000 -30%
AAM
452
Autus Asset Management
Arizona
$533K +$99.6K +4,216 +25%
PP
453
Palladium Partners
Virginia
$529K
BFS
454
Bradley Foster & Sargent
Connecticut
$516K
LCM
455
Liberty Capital Management
Michigan
$507K -$21.9K -928 -4%
MML Investors Services
456
MML Investors Services
Massachusetts
$500K -$12.9K -548 -3%
CBB
457
Citizens Business Bank
California
$499K
SPC
458
Sigma Planning Corp
Michigan
$498K -$50.2K -2,124 -10%
BIC
459
Bridges Investment Counsel
Nebraska
$491K -$27.4M -1,160,040 -98%
FFA
460
First Foundation Advisors
California
$490K -$266K -11,248 -36%
SFS
461
Summit Financial Strategies
Ohio
$484K
EWM
462
Edge Wealth Management
New York
$475K +$387K +16,400 +621%
MIH
463
Madison Investment Holdings
Wisconsin
$471K
KA
464
Klingman & Associates
New York
$470K
RP
465
Riverbridge Partners
Minnesota
$470K
GIP
466
Greatmark Investment Partners
Georgia
$465K
SC
467
Savant Capital
Illinois
$456K
CIC
468
Carnegie Investment Counsel
Ohio
$455K
Two Sigma Investments
469
Two Sigma Investments
New York
$452K +$428K +18,128 New
SCA
470
Salient Capital Advisors
Texas
$450K +$18.3K +776 +4%
PBO
471
Peoples Bank (Ohio)
Ohio
$444K -$46.5K -1,968 -10%
RMCM
472
Reynders McVeigh Capital Management
Massachusetts
$442K +$46K +1,948 +12%
BC
473
Bartlett & Co
Ohio
$441K
SCM
474
Summit Capital Management
Washington
$438K
BBHC
475
Brown Brothers Harriman & Co
New York
$437K -$1.21M -51,100 -74%

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.