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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
CCM
476
Covington Capital Management
California
$827K -$352 -12 -0%
WA
477
WFG Advisors
Texas
$826K +$210K +7,156 +35%
CNBT
478
Canandaigua National Bank & Trust
New York
$825K +$814K +27,716 New
WPA
479
West Paces Advisors
Georgia
$820K -$597K -20,340 -42%
GIM
480
Goelzer Investment Management
Indiana
$808K -$39.3K -1,340 -5%
AMG
481
Asset Management Group
Connecticut
$804K
GP
482
Girard Partners
Pennsylvania
$804K +$535K +18,228 +207%
BBPWM
483
Blue Bell Private Wealth Management
Pennsylvania
$800K +$62.4K +2,124 +9%
FFC
484
First Financial Corp
Indiana
$798K -$113K -3,840 -13%
KIA
485
KCM Investment Advisors
California
$797K -$184K -6,276 -19%
CB
486
Chemical Bank
Michigan
$790K +$448K +15,264 +135%
WEC
487
Winslow Evans & Crocker
Massachusetts
$789K +$22.8K +776 +3%
MPI
488
Mairs & Power Inc
Minnesota
$779K
BO
489
BRR OpCo
Ohio
$776K
SPC
490
Sigma Planning Corp
Michigan
$757K +$146K +4,984 +24%
Fisher Asset Management
491
Fisher Asset Management
Washington
$751K -$107K -3,632 -13%
BFPW
492
BOK Financial Private Wealth
Colorado
$745K
Fiera Capital (Canada)
493
Fiera Capital (Canada)
Quebec, Canada
$739K
MIH
494
Madison Investment Holdings
Wisconsin
$739K
TA
495
Tiedemann Advisors
New York
$736K +$6.22K +212 +0.9%
CFG
496
Citizens Financial Group
Rhode Island
$734K
GWM
497
Geneos Wealth Management
Colorado
$729K +$333K +11,328 +86%
RWA
498
Ropes Wealth Advisors
Massachusetts
$722K
CT
499
Cambridge Trust
Massachusetts
$716K -$5.87K -200 -0.8%
SNT
500
Security National Trust
West Virginia
$714K

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.