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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BAC
451
Boys Arnold & Co
North Carolina
$1.09M +$95.5K +3,120 +10%
NAM
452
NTV Asset Management
West Virginia
$1.08M +$40.5K +1,324 +4%
GLA
453
Good Life Advisors
Pennsylvania
$1.08M -$33.2K -1,084 -3%
CTA
454
Chesley Taft & Associates
Illinois
$1.07M +$18.4K +600 +2%
RW
455
Rand Wealth
Maryland
$1.07M
Allianz Asset Management
456
Allianz Asset Management
Germany
$1.06M +$1.04M +34,000 New
WA
457
WealthTrust-Arizona
Arizona
$1.06M -$19.1K -624 -2%
CCT
458
Capital City Trust
Florida
$1.06M
GG
459
Gofen & Glossberg
Illinois
$1.06M
CT
460
Coastline Trust
Rhode Island
$1.04M -$2.45K -80 -0.2%
JWA
461
JFS Wealth Advisors
Pennsylvania
$1.04M +$808K +26,388 +380%
APSP
462
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.04M -$10.9K -356 -1%
FANJ
463
Financial Architects (New Jersey)
New Jersey
$1.03M
AWM
464
AE Wealth Management
Kansas
$1M +$62.7K +2,048 +7%
Millennium Management
465
Millennium Management
New York
$998K -$55.7K -1,820 -5%
VCM
466
Vigilant Capital Management
Maine
$994K +$58K +1,896 +6%
BF
467
Blankinship & Foster
California
$990K -$54.1K -1,768 -5%
CA
468
Clearstead Advisors
Ohio
$987K -$442K -14,436 -31%
SHGA
469
Sand Hill Global Advisors
California
$972K -$23.1K -756 -2%
AAM
470
Aureus Asset Management
Massachusetts
$971K
BFPW
471
BOK Financial Private Wealth
Colorado
$939K +$153K +5,000 +20%
JWBC
472
J.W. Burns & Co
New York
$933K -$6.12K -200 -0.7%
BMC
473
Beaton Management Company
Massachusetts
$929K
ACI
474
Alpha Cubed Investments
California
$926K +$13K +424 +1%
CIA
475
Choate Investment Advisors
Massachusetts
$906K

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.