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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
NBG
476
Nancy B. Gardiner
$512K -$115K -4,440 -18%
VCP
477
Vista Capital Partners
Oregon
$508K +$72.8K +2,800 +17%
SFS
478
Summit Financial Strategies
Ohio
$501K -$4.68K -180 -0.9%
SFA
479
Sequoia Financial Advisors
Ohio
$501K +$6.55K +252 +1%
BFPW
480
BOK Financial Private Wealth
Colorado
$496K
MIH
481
Madison Investment Holdings
Wisconsin
$492K
RP
482
Riverbridge Partners
Minnesota
$491K
SPC
483
Sigma Planning Corp
Michigan
$491K +$11.2K +432 +2%
GA
484
Geneva Advisors
Illinois
$487K +$79.2K +3,048 +19%
GIP
485
Greatmark Investment Partners
Georgia
$485K
CIC
486
Carnegie Investment Counsel
Ohio
$479K -$11.3K -436 -2%
KA
487
Klingman & Associates
New York
$477K -$13.5K -520 -3%
RWA
488
RGT Wealth Advisors
Texas
$477K +$476K +18,300 New
SC
489
Savant Capital
Illinois
$476K
Fiera Capital (Canada)
490
Fiera Capital (Canada)
Quebec, Canada
$476K +$50.2K +1,932 +12%
RMDI
491
R.M. Davis Inc
Maine
$466K -$27.7K -1,064 -6%
BBHC
492
Brown Brothers Harriman & Co
New York
$456K
PBO
493
Peoples Bank (Ohio)
Ohio
$453K -$2.6K -100 -0.6%
PIA
494
Peachtree Investment Advisors
Georgia
$452K
WAM
495
Wolverine Asset Management
Illinois
$448K -$511K -19,656 -53%
FTI
496
Fiduciary Trust International
Massachusetts
$448K
KKAMG
497
Kernodle & Katon Asset Management Group
Arkansas
$446K -$4.68K -180 -1%
CHC
498
City Holding Co
West Virginia
$435K
MWM
499
Merriman Wealth Management
Washington
$433K -$10.4K -400 -2%
WT
500
Washington Trust
Rhode Island
$422K

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.