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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
BSA
526
Braun Stacey Associates
New York
$671K -$28.8K -940 -4%
TNB
527
Thomasville National Bank
Georgia
$671K +$1.96K +64 +0.3%
WCF
528
West Coast Financial
California
$670K +$655K +21,416 New
ICM
529
IMS Capital Management
Oregon
$668K +$56.9K +1,860 +10%
PIA
530
Peachtree Investment Advisors
Georgia
$665K
VIA
531
Vantage Investment Advisors
Pennsylvania
$662K +$6.24K +204 +1%
AWS
532
AJ Wealth Strategies
New York
$661K
SG
533
StoneX Group
New York
$654K +$71.6K +2,340 +13%
TA
534
Tiedemann Advisors
New York
$653K -$48.4K -1,580 -6%
CWM
535
Calamos Wealth Management
Illinois
$650K -$51.4K -1,680 -7%
WP
536
WMS Partners
Maryland
$640K -$48.4K -1,580 -7%
DWM
537
Destination Wealth Management
California
$637K +$3.06K +100 +0.5%
TCM
538
Texan Capital Management
Texas
$622K -$317K -10,372 -34%
CRC
539
Curi RMB Capital
Illinois
$620K +$65.1K +2,128 +12%
SG Americas Securities
540
SG Americas Securities
New York
$616K -$1.06M -34,628 -64%
SFA
541
Sequoia Financial Advisors
Ohio
$610K
AWA
542
Arete Wealth Advisors
Illinois
$606K -$287K -9,372 -33%
VCP
543
Vista Capital Partners
Oregon
$603K
CIC
544
Carnegie Investment Counsel
Ohio
$602K +$25.8K +844 +5%
SFS
545
Summit Financial Strategies
Ohio
$601K
KA
546
Klingman & Associates
New York
$600K -$32.7K -1,068 -5%
RP
547
Riverbridge Partners
Minnesota
$589K
RMCM
548
Reynders McVeigh Capital Management
Massachusetts
$588K -$20.4K -668 -3%
GIP
549
Greatmark Investment Partners
Georgia
$583K
SC
550
Savant Capital
Illinois
$572K

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.