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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
Waverly Advisors
Alabama
$786K +$290K +9,464 +60%
Fiera Capital (Canada)
502
Fiera Capital (Canada)
Quebec, Canada
$777K
BCI
503
Brinker Capital Investments
Pennsylvania
$776K +$104K +3,400 +16%
SPC
504
Sigma Planning Corp
Michigan
$767K -$28K -916 -4%
BMCM
505
Bryn Mawr Capital Management
Pennsylvania
$765K +$27.5K +900 +4%
RWA
506
Ropes Wealth Advisors
Massachusetts
$758K
BBPWM
507
Blue Bell Private Wealth Management
Pennsylvania
$756K -$82.8K -2,704 -10%
CHP
508
Cable Hill Partners
Oregon
$756K +$374K +12,216 +102%
CT
509
Cambridge Trust
Massachusetts
$752K
GWM
510
Geneos Wealth Management
Colorado
$750K -$15.8K -516 -2%
SNT
511
Security National Trust
West Virginia
$750K
UBWV
512
United Bank (West Virginia)
West Virginia
$750K
GP
513
Girard Partners
Pennsylvania
$749K -$93.9K -3,068 -11%
AZA
514
Arthur Zaske & Associates
Michigan
$749K
PP
515
Palladium Partners
Virginia
$747K +$33.1K +1,080 +5%
BBHC
516
Brown Brothers Harriman & Co
New York
$744K -$1.1K -36 -0.2%
Fisher Asset Management
517
Fisher Asset Management
Washington
$736K -$51.4K -1,680 -7%
EWA
518
Exencial Wealth Advisors
Oklahoma
$731K
KCM
519
Karp Capital Management
California
$702K -$35.5K -1,160 -5%
LW
520
Linscomb Wealth
Texas
$694K +$2.45K +80 +0.4%
PA
521
Planning Alternatives
Michigan
$687K
PFS
522
Prospera Financial Services
Texas
$687K +$121K +3,948 +22%
MHS
523
M Holdings Securities
Oregon
$685K +$37.2K +1,216 +6%
SMC
524
Smith, Moore & Co
Missouri
$685K +$194K +6,344 +41%
SWA
525
Sutton Wealth Advisors
Florida
$676K

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.