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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
CIC
526
Carnegie Investment Counsel
Ohio
$528K -$19.9K -716 -4%
BBHC
527
Brown Brothers Harriman & Co
New York
$527K -$22.4K -808 -4%
SPWA
528
SteelBridge Private Wealth Advisors
Florida
$522K +$49K +1,768 +11%
SC
529
Savant Capital
Illinois
$520K
ORI
530
Oak Ridge Investments
Illinois
$517K -$1.5M -54,200 -75%
HC
531
Hourglass Capital
Texas
$515K -$62.7K -2,260 -11%
WF
532
Welch & Forbes
Massachusetts
$512K -$5.55K -200 -1%
RMDI
533
R.M. Davis Inc
Maine
$509K
EFSCE
534
Enterprise Financial Services Corp (EFSC)
Missouri
$509K +$5.1K +184 +1%
GC
535
Grimes & Company
Massachusetts
$494K
DWM
536
Destination Wealth Management
California
$490K -$444K -15,992 -48%
LA
537
Legacy Advisors
Pennsylvania
$489K
HH
538
Hilltop Holdings
Texas
$487K
EP
539
Edgestream Partners
New Jersey
$487K +$251K +9,044 +112%
CIA
540
Capital Investment Advisors
Georgia
$485K +$35.4K +1,276 +8%
AIA
541
Allegis Investment Advisors
Idaho
$484K -$538K -19,388 -53%
PBO
542
Peoples Bank (Ohio)
Ohio
$483K
B
543
Bridgeworth
Alabama
$476K -$39.4K -1,420 -8%
CHC
544
City Holding Co
West Virginia
$475K
WT
545
Washington Trust
Rhode Island
$461K
AWA
546
Arete Wealth Advisors
Illinois
$461K +$135K +4,876 +43%
WA
547
Waverly Advisors
Alabama
$459K +$90.4K +3,260 +25%
JC
548
Jentner Corp
Ohio
$455K -$30K -1,080 -6%
MHS
549
M Holdings Securities
Oregon
$452K -$88.1K -3,176 -17%
MCM
550
Maryland Capital Management
Maryland
$451K -$124K -4,460 -22%

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.