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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
26
Balasa Dinverno & Foltz
$126M -$1.86M -63,264 -1%
TCIM
27
TIAA CREF Investment Management
New York
$126M +$17.6M +600,000 +16%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$123M -$4.53M -154,284 -4%
Ameriprise
29
Ameriprise
Minnesota
$123M +$9.83M +334,696 +9%
Stifel Financial
30
Stifel Financial
Missouri
$115M +$15.7M +534,208 +16%
HighTower Advisors
31
HighTower Advisors
Illinois
$111M -$8.34M -283,972 -7%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$104M +$15.8M +538,820 +18%
BL
33
Balentine LLC
Georgia
$98.7M +$97.4M +3,318,056 +5,925,100%
CB
34
Commerce Bank
Missouri
$98.1M -$3.91M -133,280 -4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$93.6M +$2.46M +83,800 +3%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$92M -$22.3M -761,116 -20%
1SB
37
1ST Source Bank
Indiana
$91.5M +$4.96M +168,820 +6%
WPW
38
Waldron Private Wealth
Pennsylvania
$85.7M -$6.12M -208,572 -7%
SAM
39
Silvercrest Asset Management
New York
$83.8M +$1.41M +47,880 +2%
Truist Financial
40
Truist Financial
North Carolina
$83.7M -$5.37M -182,836 -6%
BAM
41
Baring Asset Management
United Kingdom
$83.2M -$4.72M -160,800 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$83.1M +$2.98M +101,664 +4%
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$78.7M -$2.21M -75,160 -3%
USAA
44
United Services Automobile Association
Texas
$78.6M +$12M +407,836 +18%
William Blair Investment Management
45
William Blair Investment Management
Illinois
$78.5M -$3.97M -135,200 -5%
SI
46
Stephens Inc
Arkansas
$77.2M +$3.14M +106,888 +4%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$74.6M +$63.9M +2,176,648 +657%
BA
48
Boston Advisors
Massachusetts
$72.6M -$3.38M -115,020 -5%
KeyBank National Association
49
KeyBank National Association
Ohio
$72.1M -$1.47M -50,072 -2%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$70.6M +$3.05M +103,816 +5%

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.