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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
476
Sequoia Financial Advisors
Ohio
$477K -$98.5K -3,944 -17%
RMDI
477
R.M. Davis Inc
Maine
$476K +$59.2K +2,372 +14%
MIH
478
Madison Investment Holdings
Wisconsin
$474K
KA
479
Klingman & Associates
New York
$473K
RP
480
Riverbridge Partners
Minnesota
$473K
Victory Capital Management
481
Victory Capital Management
Texas
$469K +$467K +18,708 New
GIP
482
Greatmark Investment Partners
Georgia
$468K
SPC
483
Sigma Planning Corp
Michigan
$462K -$39K -1,560 -8%
SC
484
Savant Capital
Illinois
$459K
DCP
485
DSM Capital Partners
Florida
$442K +$440K +17,624 New
SBH
486
Segall Bryant & Hamill
Illinois
$440K +$44.9K +1,800 +11%
PBO
487
Peoples Bank (Ohio)
Ohio
$439K -$7.99K -320 -2%
BBHC
488
Brown Brothers Harriman & Co
New York
$439K
PIA
489
Peachtree Investment Advisors
Georgia
$435K
HF
490
HRT Financial
New York
$435K +$434K +17,376 New
KKAMG
491
Kernodle & Katon Asset Management Group
Arkansas
$434K
Koshinski Asset Management
492
Koshinski Asset Management
Illinois
$434K +$432K +17,316 New
FTI
493
Fiduciary Trust International
Massachusetts
$432K
MWM
494
Merriman Wealth Management
Washington
$427K +$425K +17,036 New
HH
495
Hilltop Holdings
Texas
$422K -$294K -11,784 -41%
CHC
496
City Holding Co
West Virginia
$419K -$14.8K -592 -3%
VCP
497
Vista Capital Partners
Oregon
$419K
BCM
498
Brookmont Capital Management
Texas
$414K +$20.6K +824 +5%
Fiera Capital (Canada)
499
Fiera Capital (Canada)
Quebec, Canada
$410K +$83K +3,324 +26%
CAM
500
Carret Asset Management
New York
$407K

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.