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iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
451
Advisory Services Network
Georgia
$593K -$1.2M -46,232 -67%
EP
452
Edgestream Partners
New Jersey
$591K +$590K +22,700 New
MLIC
453
Mandatum Life Insurance Company
Finland
$590K -$416K -16,000 -41%
LW
454
Linscomb Wealth
Texas
$588K -$53.9K -2,072 -8%
CWA
455
Cypress Wealth Advisors
California
$587K
IIC
456
Ironwood Investment Counsel
Arizona
$580K +$579K +22,288 New
EWA
457
Exencial Wealth Advisors
Oklahoma
$576K
CFA
458
Carroll Financial Associates
North Carolina
$576K +$223K +8,576 +63%
Wellington Management Group
459
Wellington Management Group
Massachusetts
$574K -$4.3M -165,424 -88%
BCM
460
Barometer Capital Management
Ontario, Canada
$573K +$572K +22,000 New
HA
461
Harfst & Associates
Wyoming
$572K -$31.9K -1,228 -5%
CCP
462
Corient Capital Partners
California
$571K +$570K +21,928 New
SWA
463
Sutton Wealth Advisors
Florida
$563K
RG
464
Rikoon Group
New Mexico
$554K +$553K +21,280 New
PP
465
Palladium Partners
Virginia
$553K -$25.7K -988 -4%
BSA
466
Braun Stacey Associates
New York
$551K -$131K -5,020 -19%
AAM
467
AMI Asset Management
California
$546K +$545K +20,976 New
VIA
468
Vantage Investment Advisors
Pennsylvania
$545K -$593K -22,824 -52%
YP
469
Yellowstone Partners
Idaho
$539K +$538K +20,680 New
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$534K +$4.16K +160 +0.8%
MCM
471
Maryland Capital Management
Maryland
$529K -$159K -6,104 -23%
KCM
472
Karp Capital Management
California
$526K -$49.4K -1,900 -9%
WF
473
Welch & Forbes
Massachusetts
$521K -$421K -16,200 -45%
BFS
474
Bradley Foster & Sargent
Connecticut
$520K -$37.6K -1,448 -7%
DIA
475
Dana Investment Advisors
Wisconsin
$513K +$512K +19,688 New

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.