We are live on ! Find out more
IWF icon

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
Axa
26
Axa
France
$117M +$1.54M +65,200 +1%
BDF
27
Balasa Dinverno & Foltz
$113M -$6.49M -274,604 -6%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$110M -$39.5M -1,670,020 -28%
Ameriprise
29
Ameriprise
Minnesota
$106M -$78.8M -3,336,160 -44%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$96.7M +$10.1M +428,932 +12%
CB
31
Commerce Bank
Missouri
$93M -$3.46M -146,400 -4%
KeyBank National Association
32
KeyBank National Association
Ohio
$83.4M +$14.7M +623,488 +23%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$79.8M +$5.66M +239,348 +8%
Stifel Financial
34
Stifel Financial
Missouri
$75.1M +$4.91M +207,816 +7%
Truist Financial
35
Truist Financial
North Carolina
$74.9M -$197K -8,324 -0.3%
BMM
36
Berkshire Money Management
Massachusetts
$74M -$1.54M -65,244 -2%
SCA
37
STALEY CAPITAL ADVISERS
Pennsylvania
$73.1M +$1.66M +70,380 +2%
SHGA
38
Sand Hill Global Advisors
California
$72.4M +$2.26M +95,840 +3%
TCIM
39
TIAA CREF Investment Management
New York
$70.8M -$14.2M -600,000 -17%
WCM
40
Weyland Capital Management
New Hampshire
$69.6M -$1.49M -63,084 -2%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$69.1M +$37.9M +1,604,644 +138%
WPW
42
Waldron Private Wealth
Pennsylvania
$68M +$3.64M +154,036 +6%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$67.9M -$1.98M -83,736 -3%
BIT
44
BlackRock Institutional Trust
California
$67.8M -$12.2M -515,148 -16%
BC
45
Brinker Capital
Pennsylvania
$67.4M -$5.45M -230,460 -8%
SI
46
Stephens Inc
Arkansas
$66.6M -$4.2M -177,792 -6%
CL
47
Choreo LLC
Illinois
$62.9M +$2.53M +106,996 +4%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$58.2M -$6.67M -282,140 -11%
SAM
49
Silvercrest Asset Management
New York
$58.1M -$1.66M -70,200 -3%
HighTower Advisors
50
HighTower Advisors
Illinois
$56.6M -$12M -509,580 -18%

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.