We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
451
Bingham Osborn & Scarborough
California
$624K -$85.2K -3,412 -12%
BBPWM
452
Blue Bell Private Wealth Management
Pennsylvania
$623K
LW
453
Linscomb Wealth
Texas
$619K -$67.9K -2,720 -10%
NBG
454
Nancy B. Gardiner
$605K +$602K +24,120 New
BIC
455
Bridges Investment Counsel
Nebraska
$603K +$108K +4,340 +22%
TAM
456
Tocqueville Asset Management
New York
$595K -$26.2K -1,048 -4%
CG
457
Caprock Group
Idaho
$585K -$599 -24 -0.1%
HA
458
Harfst & Associates
Wyoming
$582K -$40.3K -1,612 -6%
EWA
459
Exencial Wealth Advisors
Oklahoma
$569K +$13.2K +528 +2%
CWA
460
Cypress Wealth Advisors
California
$565K
PP
461
Palladium Partners
Virginia
$557K +$24.7K +988 +5%
KCM
462
Karp Capital Management
California
$555K +$17.5K +700 +3%
IWA
463
Intercontinental Wealth Advisors
Texas
$547K
SA
464
Strategic Advisors
New York
$546K -$301K -12,036 -36%
SWA
465
Sutton Wealth Advisors
Florida
$543K
BFS
466
Bradley Foster & Sargent
Connecticut
$537K +$18.7K +748 +4%
MAM
467
Meeder Asset Management
Ohio
$520K +$154K +6,184 +42%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$510K +$481K +19,272 +1,811%
MML Investors Services
469
MML Investors Services
Massachusetts
$503K
CIC
470
Carnegie Investment Counsel
Ohio
$500K +$22.6K +904 +5%
SFS
471
Summit Financial Strategies
Ohio
$487K
RMCM
472
Reynders McVeigh Capital Management
Massachusetts
$487K +$41.9K +1,680 +9%
VKH
473
Virtu KCG Holdings
New York
$478K -$961K -38,492 -67%
EWM
474
Edge Wealth Management
New York
$478K
BFPW
475
BOK Financial Private Wealth
Colorado
$478K +$475K +19,040 New

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.