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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
WT
501
Washington Trust
Rhode Island
$406K
GP
502
Geneva Partners
Wisconsin
$402K +$337K +13,516 New
VNA
503
Valley National Advisers
Pennsylvania
$398K +$2.3K +92 +0.6%
NEPPG
504
New England Professional Planning Group
Rhode Island
$396K
RWA
505
Ropes Wealth Advisors
Massachusetts
$395K +$343K +13,720 +678%
GA
506
Geneva Advisors
Illinois
$393K +$99K +3,964 +34%
RMAM
507
Raab & Moskowitz Asset Management
New Jersey
$391K -$1.6K -64 -0.4%
TNB
508
Thomasville National Bank
Georgia
$391K
AA
509
Ancora Advisors
Ohio
$387K -$100 -4 -0%
OMC
510
Old Mission Capital
Illinois
$387K +$386K +15,444 New
BRF
511
B. Riley Financial
California
$382K
JIC
512
Joel Isaacson & Co
New York
$371K +$90.8K +3,636 +33%
TCM
513
Twele Capital Management
Minnesota
$370K
BWA
514
Burt Wealth Advisors
Maryland
$367K
ADL
515
Asset Dedication LLC
California
$366K -$12K -480 -3%
IC
516
InterOcean Capital
Illinois
$362K
BCM
517
Becker Capital Management
Oregon
$359K +$20K +800 +6%
FCCM
518
First City Capital Management
Georgia
$354K
AIM
519
Arcadia Investment Management
Michigan
$342K +$12.2K +488 +4%
WS
520
Wedbush Securities
California
$341K -$21.6K -864 -6%
FCH
521
Freestone Capital Holdings
Washington
$340K -$28.6K -1,144 -8%
CFA
522
Carroll Financial Associates
North Carolina
$340K -$13.9K -556 -4%
SCA
523
Salient Capital Advisors
Texas
$338K -$114K -4,568 -25%
GC
524
Grimes & Company
Massachusetts
$334K +$50.7K +2,032 +18%
PFS
525
Prospera Financial Services
Texas
$333K -$34.1K -1,364 -9%

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.