We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

611 hedge funds and large institutions have $17B invested in iShares Russell 1000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

4% more funds holding

Funds holding: 590611 (+21)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.12% more ownership

Funds ownership: 245.07%245.19% (+0.12%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1.01B)

61% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $9.62M

Holders
611
Holders Change
+21
Holders Change %
+3.56%
% of All Funds
17.06%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
3.15%
New
54
Increased
227
Reduced
213
Closed
30
Calls
$3.74M
Puts
$9.62M
Net Calls
-$5.88M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
Churchill Management
California
$131M -$25.8M -1,046,764 -16%
TCIM
27
TIAA CREF Investment Management
New York
$117M +$49.2M +2,000,000 +66%
BDF
28
Balasa Dinverno & Foltz
$114M -$2.6M -105,800 -2%
US Bancorp
29
US Bancorp
Minnesota
$113M +$2.89M +117,308 +2%
Axa
30
Axa
France
$106M +$3.37M +136,800 +3%
CB
31
Commerce Bank
Missouri
$89.7M -$132K -5,372 -0.1%
BC
32
Brinker Capital
Pennsylvania
$75.7M +$79.8M +3,243,708 New
Truist Financial
33
Truist Financial
North Carolina
$73.3M +$2.25M +91,252 +3%
SI
34
Stephens Inc
Arkansas
$68.2M -$7.3M -296,604 -9%
Ameriprise
35
Ameriprise
Minnesota
$67.7M +$12.5M +508,888 +21%
WCM
36
Weyland Capital Management
New Hampshire
$67.1M -$16.2K -660 -0%
SCA
37
STALEY CAPITAL ADVISERS
Pennsylvania
$66.7M +$881K +35,820 +1%
Stifel Financial
38
Stifel Financial
Missouri
$65.8M +$341K +13,860 +0.5%
DIA
39
Dana Investment Advisors
Wisconsin
$64.7M +$68.4M +2,780,888 New
SHGA
40
Sand Hill Global Advisors
California
$64.1M +$943K +38,332 +1%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$59.9M +$2.44M +99,212 +4%
HighTower Advisors
42
HighTower Advisors
Illinois
$59.8M +$1.33M +53,880 +2%
BIT
43
BlackRock Institutional Trust
California
$59.3M -$13M -529,508 -17%
WPW
44
Waldron Private Wealth
Pennsylvania
$58.5M +$875K +35,544 +1%
SAM
45
Silvercrest Asset Management
New York
$55.4M +$2.72M +110,600 +5%
KeyBank National Association
46
KeyBank National Association
Ohio
$55.4M +$1.84M +74,600 +3%
CL
47
Choreo LLC
Illinois
$52.9M +$5.46M +221,832 +11%
BMM
48
Berkshire Money Management
Massachusetts
$52.2M -$11.4M -463,128 -17%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$50.8M +$45.9M +1,863,500 +579%
BUB
50
BBVA USA Bancshares
Texas
$49.3M -$844K -34,304 -2%

IWF Hedge Fund Activity: Q3 2015 in Review

611 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2015, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWF positions and 30 closed out — a net gain of 24 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $818M. The largest seller was Curian Capital, cutting an estimated $148M.

  • 611 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2015, up from 590 in Q2 2015.
  • Funds reported $17B of iShares Russell 1000 Growth ETF stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 54 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2015 and 30 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2015 was Bank of America, an estimated $818M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2015 was Curian Capital, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2015.