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iShares Russell 1000 Growth ETF

782 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761782 (+21)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
782
Holders Change
+21
Holders Change %
+2.76%
% of All Funds
19.47%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
75
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
501
Sutton Wealth Advisors
Florida
$615K
AWS
502
AJ Wealth Strategies
New York
$606K +$4.33K +156 +0.7%
PIA
503
Peachtree Investment Advisors
Georgia
$605K +$108K +3,912 +23%
PFS
504
Prospera Financial Services
Texas
$591K -$17.4K -628 -3%
VIA
505
Vantage Investment Advisors
Pennsylvania
$587K -$8.1K -292 -1%
WA
506
WFG Advisors
Texas
$586K -$192K -6,916 -25%
BSA
507
Braun Stacey Associates
New York
$586K +$37.9K +1,368 +7%
RMCM
508
Reynders McVeigh Capital Management
Massachusetts
$583K -$94K -3,388 -14%
SPC
509
Sigma Planning Corp
Michigan
$582K +$88.2K +3,180 +18%
AIM
510
Aspen Investment Management
Michigan
$581K +$10.4K +376 +2%
PFO
511
Pathstone Family Office
New Jersey
$578K -$29.7K -1,072 -5%
KA
512
Klingman & Associates
New York
$577K +$35.1K +1,264 +7%
FNT
513
First National Trust
Pennsylvania
$575K +$247K +8,920 +79%
VCP
514
Vista Capital Partners
Oregon
$561K +$6.43K +232 +1%
AWM
515
AE Wealth Management
Kansas
$561K +$547K +19,724 New
MIAN
516
Mariner Independent Advisor Network
Kansas
$558K -$5.57M -200,844 -91%
PI
517
PineBridge Investments
New York
$550K
DIA
518
Dana Investment Advisors
Wisconsin
$547K -$3.19M -114,912 -86%
SFS
519
Summit Financial Strategies
Ohio
$547K
SFA
520
Sequoia Financial Advisors
Ohio
$545K +$3.99K +144 +0.8%
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$542K -$888 -32 -0.2%
BFS
522
Bradley Foster & Sargent
Connecticut
$537K -$41.3K -1,488 -7%
RP
523
Riverbridge Partners
Minnesota
$536K -$38.3K -1,380 -7%
VNA
524
Valley National Advisers
Pennsylvania
$531K +$77.4K +2,792 +18%
GIP
525
Greatmark Investment Partners
Georgia
$530K

IWF Hedge Fund Activity: Q1 2017 in Review

782 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWF positions and 49 closed out — a net gain of 26 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 782 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 75 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.