We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
526
Paradigm Financial Advisors
Missouri
$329K
CPIG
527
Chicago Partners Investment Group
Illinois
$327K
WA
528
Waverly Advisors
Alabama
$323K +$47.1K +1,888 +17%
QCM
529
Quadrant Capital Management
New Jersey
$315K
SWM
530
Segment Wealth Management
Texas
$314K
CHP
531
Cable Hill Partners
Oregon
$308K
NIA
532
Northstar Investment Advisors
Colorado
$303K
BIC
533
Beach Investment Counsel
Pennsylvania
$301K
WA
534
Wealth Architects
California
$299K -$44.6K -1,788 -13%
PCA
535
Peddock Capital Advisors
Massachusetts
$298K
SGAM
536
Steinberg Global Asset Management
Florida
$297K
GWM
537
Geneos Wealth Management
Colorado
$296K -$25.3K -1,012 -8%
GF
538
Gerstein Fisher
New York
$296K
AIM
539
Allen Investment Management
New York
$292K
MM
540
Main Management
California
$290K
OC
541
Oarsman Capital
Wisconsin
$289K -$12.4K -496 -4%
WAP
542
Wealthcare Advisory Partners
Pennsylvania
$288K +$287K +11,488 New
LC
543
Lourd Capital
California
$286K -$6.59K -264 -2%
LNWWM
544
Laird Norton Wetherby Wealth Management
California
$285K
PPCM
545
Pillar Pacific Capital Management
California
$284K +$282K +11,304 New
SFSG
546
Stearns Financial Services Group
North Carolina
$282K
WCF
547
West Coast Financial
California
$275K
SCA
548
Stonebridge Capital Advisors
Minnesota
$275K +$9.99K +400 +4%
Verition Fund Management
549
Verition Fund Management
Connecticut
$274K +$273K +10,920 New
AFP
550
Ausdal Financial Partners
Iowa
$273K -$14K -560 -5%

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.