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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
UBWV
501
United Bank (West Virginia)
West Virginia
$714K +$705K +24,000 New
AZA
502
Arthur Zaske & Associates
Michigan
$713K -$20.5K -700 -3%
VKH
503
Virtu KCG Holdings
New York
$712K +$467K +15,912 +199%
BBHC
504
Brown Brothers Harriman & Co
New York
$709K +$156K +5,320 +29%
KCM
505
Karp Capital Management
California
$702K -$10.6K -360 -2%
TAM
506
Tocqueville Asset Management
New York
$702K
BMCM
507
Bryn Mawr Capital Management
Pennsylvania
$702K +$4.7K +160 +0.7%
GC
508
Gilbert & Cook
Iowa
$697K -$9.75K -332 -1%
EWA
509
Exencial Wealth Advisors
Oklahoma
$696K +$3.88K +132 +0.6%
TAIM
510
TD Ameritrade Investment Management
Nebraska
$689K -$915K -31,180 -57%
FCB
511
First Command Bank
Texas
$688K -$33.7K -1,148 -5%
FCFS
512
First Command Financial Services
Texas
$688K -$33.7K -1,148 -5%
PFO
513
Pathstone Family Office
New Jersey
$688K +$82.8K +2,820 +14%
MWM
514
Merriman Wealth Management
Washington
$688K +$252K +8,576 +59%
PP
515
Palladium Partners
Virginia
$679K
CWA
516
Cypress Wealth Advisors
California
$670K
CWM
517
Calamos Wealth Management
Illinois
$669K -$16.4K -560 -2%
BSA
518
Braun Stacey Associates
New York
$667K +$52.8K +1,800 +9%
LW
519
Linscomb Wealth
Texas
$658K -$13.5K -460 -2%
WP
520
WMS Partners
Maryland
$656K
PA
521
Planning Alternatives
Michigan
$654K
SWA
522
Sutton Wealth Advisors
Florida
$644K
BCI
523
Brinker Capital Investments
Pennsylvania
$637K -$340K -11,568 -35%
TNB
524
Thomasville National Bank
Georgia
$637K +$171K +5,832 +37%
PIA
525
Peachtree Investment Advisors
Georgia
$632K

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.