We are live on ! Find out more
IWF icon

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
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$114M +$8.38M +322,268 +8%
Stifel Financial
27
Stifel Financial
Missouri
$106M +$3.63M +139,708 +4%
Ameriprise
28
Ameriprise
Minnesota
$95.2M -$11.6M -445,488 -11%
CB
29
Commerce Bank
Missouri
$91.4M -$3.73M -143,280 -4%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$88M -$504K -19,392 -0.6%
Truist Financial
31
Truist Financial
North Carolina
$79.4M +$2.07M +79,736 +3%
SHGA
32
Sand Hill Global Advisors
California
$78.9M +$30K +1,152 +0%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$76.7M -$10.2M -393,016 -12%
WPW
34
Waldron Private Wealth
Pennsylvania
$76.6M +$4.38M +168,656 +6%
KeyBank National Association
35
KeyBank National Association
Ohio
$75.3M -$1.42M -54,756 -2%
SCA
36
STALEY CAPITAL ADVISERS
Pennsylvania
$73.9M -$1.47M -56,520 -2%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$71.5M -$8.93M -343,516 -11%
1SB
38
1ST Source Bank
Indiana
$65.9M +$13.9M +536,300 +27%
SI
39
Stephens Inc
Arkansas
$64.3M -$5.13M -197,268 -7%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$64.1M +$4.34M +166,876 +7%
HighTower Advisors
41
HighTower Advisors
Illinois
$63M +$4.14M +159,132 +7%
BC
42
Brinker Capital
Pennsylvania
$61.6M -$6.72M -258,632 -10%
SAM
43
Silvercrest Asset Management
New York
$61.5M +$1.91M +73,312 +3%
CL
44
Choreo LLC
Illinois
$61.3M -$2.37M -91,092 -4%
QI
45
QS Investors
New York
$57.8M +$26.4M +1,016,572 +85%
AssetMark Inc
46
AssetMark Inc
California
$57.5M -$7.5M -288,456 -12%
BAM
47
Baring Asset Management
United Kingdom
$56.4M +$166K +6,400 +0.3%
TA
48
Teachers Advisors
New York
$54.2M +$18.3M +704,360 +51%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$52.5M -$1.47M -56,720 -3%
MG
50
Mather Group
Illinois
$52.2M +$2.61M +100,484 +5%

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.