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iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
526
Gerstein Fisher
New York
$295K +$95 +4 +0%
PCMK
527
Paragon Capital Management (Kansas)
Kansas
$295K +$42.2K +1,784 +18%
SGAM
528
Steinberg Global Asset Management
Florida
$295K +$280K +11,844 New
GA
529
Geneva Advisors
Illinois
$292K -$15.4K -652 -5%
CAPTRUST Financial Advisors
530
CAPTRUST Financial Advisors
North Carolina
$291K -$184K -7,772 -40%
LC
531
Lourd Capital
California
$291K
BAC
532
Boys Arnold & Co
North Carolina
$290K -$252K -10,664 -48%
AIM
533
Allen Investment Management
New York
$290K
MM
534
Main Management
California
$288K
AFP
535
Ausdal Financial Partners
Iowa
$286K -$13.1K -556 -5%
LNWWM
536
Laird Norton Wetherby Wealth Management
California
$284K -$402K -17,000 -60%
GC
537
Grimes & Company
Massachusetts
$282K
PA
538
Paracle Advisors
Washington
$282K +$268K +11,332 New
ACP
539
Ashfield Capital Partners
California
$280K -$24M -1,015,568 -99%
SFSG
540
Stearns Financial Services Group
North Carolina
$280K +$95 +4 +0%
JIC
541
Joel Isaacson & Co
New York
$278K +$57.7K +2,444 +28%
BWFM
542
Bridgewater Wealth & Financial Management
Maryland
$275K +$8.51K +360 +3%
WCF
543
West Coast Financial
California
$274K
WA
544
Waverly Advisors
Alabama
$274K +$13.1K +556 +5%
ORI
545
Oak Ridge Investments
Illinois
$272K -$1.31M -55,472 -84%
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$272K
BCM
547
Beck Capital Management
Texas
$271K -$171K -7,228 -40%
ST
548
Smithfield Trust
Pennsylvania
$267K -$414K -17,532 -62%
HIM
549
Hanlon Investment Management
New Jersey
$267K
BRWA
550
B. Riley Wealth Advisors
Florida
$265K -$6.52K -276 -3%

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.