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iShares Russell 1000 Growth ETF

782 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761782 (+21)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
782
Holders Change
+21
Holders Change %
+2.76%
% of All Funds
19.47%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
75
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
26
Balasa Dinverno & Foltz
$123M -$2.37M -85,408 -2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$120M +$981K +35,380 +0.8%
HighTower Advisors
28
HighTower Advisors
Illinois
$114M +$29.5M +1,062,280 +36%
Axa
29
Axa
France
$113M -$9.36M -337,600 -8%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$110M -$66.9M -2,411,972 -38%
Ameriprise
31
Ameriprise
Minnesota
$108M -$31.4M -1,131,656 -23%
TCIM
32
TIAA CREF Investment Management
New York
$104M -$27.7M -1,000,000 -22%
CB
33
Commerce Bank
Missouri
$97.6M -$490K -17,664 -0.5%
Stifel Financial
34
Stifel Financial
Missouri
$94.4M -$29.5M -1,064,708 -24%
WPW
35
Waldron Private Wealth
Pennsylvania
$87.3M +$8.29M +298,920 +11%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$87.1M -$4.17M -150,248 -5%
Truist Financial
37
Truist Financial
North Carolina
$85.2M -$1.8M -65,068 -2%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$84.4M +$4.05M +146,168 +5%
BAM
39
Baring Asset Management
United Kingdom
$84.3M +$10.4M +374,400 +14%
1SB
40
1ST Source Bank
Indiana
$82.7M +$5.67M +204,340 +8%
William Blair Investment Management
41
William Blair Investment Management
Illinois
$78.9M -$8.32M -299,964 -10%
SAM
42
Silvercrest Asset Management
New York
$78.8M +$9.02M +325,212 +13%
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$77.4M -$1.54M -55,620 -2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$76.6M -$16.2M -583,984 -18%
BA
45
Boston Advisors
Massachusetts
$72.7M -$9.11M -328,360 -11%
PI
46
PHH Investments
Texas
$71.4M +$49M +1,766,100 +218%
SI
47
Stephens Inc
Arkansas
$70.7M +$344K +12,396 +0.5%
KeyBank National Association
48
KeyBank National Association
Ohio
$70.3M -$4.3M -155,108 -6%
BC
49
Brinker Capital
Pennsylvania
$69.9M +$2.01M +72,560 +3%
TA
50
Teachers Advisors
New York
$67.2M +$37.6M +1,356,260 +135%

IWF Hedge Fund Activity: Q1 2017 in Review

782 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWF positions and 49 closed out — a net gain of 26 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 782 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 75 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.