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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
SCM
476
Stonehearth Capital Management
Massachusetts
$289K -$61.3K -2,492 -17%
RIG
477
Renaissance Investment Group
Massachusetts
$286K -$42.9K -1,744 -12%
SGA
478
Sustainable Growth Advisers
Connecticut
$286K +$302K +12,280 New
PCA
479
Peddock Capital Advisors
Massachusetts
$282K -$6.69K -272 -2%
NIA
480
Northstar Investment Advisors
Colorado
$281K
BIC
481
Beach Investment Counsel
Pennsylvania
$279K -$16.7K -680 -5%
FMW
482
Farr Miller & Washington
District of Columbia
$275K
SCP
483
Syntal Capital Partners
Texas
$271K -$8.46K -344 -3%
AIM
484
Allen Investment Management
New York
$271K
LC
485
Lourd Capital
California
$271K +$6.5K +264 +2%
BFA
486
Bragg Financial Advisors
North Carolina
$270K +$285K +11,596 New
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$268K +$224K +9,108 +351%
MM
488
Main Management
California
$268K
HCM
489
Hilton Capital Management
New York
$264K
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$264K
SAM
491
Solaris Asset Management
New York
$262K
SFSG
492
Stearns Financial Services Group
North Carolina
$261K +$98 +4 +0%
FBA
493
Front Barnett Associates
Illinois
$257K -$3.94K -160 -1%
WCF
494
West Coast Financial
California
$255K +$270K +10,968 New
GF
495
Gerstein Fisher
New York
$254K -$79.6K -3,236 -23%
ACM
496
Advisors Capital Management
New Jersey
$250K +$265K +10,756 New
HIM
497
Hanlon Investment Management
New Jersey
$249K
GA
498
Geneva Advisors
Illinois
$249K +$27K +1,096 +11%
Sands Capital Management
499
Sands Capital Management
Virginia
$247K +$262K +10,640 New
CAG
500
Crestwood Advisors Group
Massachusetts
$246K -$2.95K -120 -1%

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.