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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
Fisher Asset Management
501
Fisher Asset Management
Washington
$415K +$414K +15,932 New
VNA
502
Valley National Advisers
Pennsylvania
$413K
HH
503
Hilltop Holdings
Texas
$408K -$29.4K -1,132 -7%
RMAM
504
Raab & Moskowitz Asset Management
New Jersey
$406K -$104 -4 -0%
TNB
505
Thomasville National Bank
Georgia
$406K
PI
506
PineBridge Investments
New York
$404K -$573K -22,036 -59%
CAM
507
Carret Asset Management
New York
$402K -$20.8K -800 -5%
AA
508
Ancora Advisors
Ohio
$402K
GWS
509
Glassman Wealth Services
Virginia
$400K +$378K +14,532 +1,790%
DC
510
Davenport & Co
Virginia
$397K +$397K +15,256 New
MML Investors Services
511
MML Investors Services
Massachusetts
$388K -$134K -5,140 -26%
BCM
512
Brookmont Capital Management
Texas
$388K -$41.3K -1,588 -10%
WB
513
WesBanco Bank
West Virginia
$387K +$386K +14,860 New
TCM
514
Twele Capital Management
Minnesota
$384K
BWA
515
Burt Wealth Advisors
Maryland
$381K
ADL
516
Asset Dedication LLC
California
$379K
IC
517
InterOcean Capital
Illinois
$376K
DCP
518
DSM Capital Partners
Florida
$372K -$86.6K -3,332 -19%
FCCM
519
First City Capital Management
Georgia
$368K
AIM
520
Arcadia Investment Management
Michigan
$366K +$10.7K +412 +3%
SCA
521
Salient Capital Advisors
Texas
$365K +$13.8K +532 +4%
Simplex Trading
522
Simplex Trading
Illinois
$363K +$343K +13,208 +1,756%
BCM
523
Beck Capital Management
Texas
$360K +$134K +5,140 +59%
FCH
524
Freestone Capital Holdings
Washington
$353K
WS
525
Wedbush Securities
California
$351K -$2.6K -100 -0.7%

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.