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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
AWS
526
AJ Wealth Strategies
New York
$629K -$4.58K -156 -0.7%
HA
527
Harfst & Associates
Wyoming
$624K -$23K -784 -4%
VIA
528
Vantage Investment Advisors
Pennsylvania
$624K +$9.75K +332 +2%
MHS
529
M Holdings Securities
Oregon
$616K +$142K +4,824 +30%
KA
530
Klingman & Associates
New York
$603K
DWM
531
Destination Wealth Management
California
$603K +$89.8K +3,060 +18%
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$597K +$29.9K +1,020 +5%
MLL
533
Moody Lynn & Lieberson
Massachusetts
$587K -$227K -7,716 -28%
ICM
534
IMS Capital Management
Oregon
$581K +$151K +5,160 +36%
SFA
535
Sequoia Financial Advisors
Ohio
$580K +$10.3K +352 +2%
RMCM
536
Reynders McVeigh Capital Management
Massachusetts
$579K -$30.1K -1,024 -5%
SCA
537
Salient Capital Advisors
Texas
$579K +$160K +5,464 +39%
VCP
538
Vista Capital Partners
Oregon
$574K -$12.7K -432 -2%
SFS
539
Summit Financial Strategies
Ohio
$572K
RP
540
Riverbridge Partners
Minnesota
$561K
IA
541
IndexIQ Advisors
New York
$560K -$32.1M -1,091,856 -98%
GIP
542
Greatmark Investment Partners
Georgia
$555K
SG
543
StoneX Group
New York
$553K +$546K +18,584 New
SPWA
544
SteelBridge Private Wealth Advisors
Florida
$551K +$5.05K +172 +0.9%
CIC
545
Carnegie Investment Counsel
Ohio
$548K
RFM
546
Royal Fund Management
Florida
$547K +$105K +3,592 +24%
HC
547
Hourglass Capital
Texas
$545K +$5.87K +200 +1%
SC
548
Savant Capital
Illinois
$544K
FPFS
549
First Personal Financial Services
North Carolina
$542K +$481K +16,400 +911%
WF
550
Welch & Forbes
Massachusetts
$535K

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.