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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
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$273K
PCMK
552
Paragon Capital Management (Kansas)
Kansas
$272K -$25K -1,000 -8%
BWFM
553
Bridgewater Wealth & Financial Management
Maryland
$271K -$4.99K -200 -2%
HIM
554
Hanlon Investment Management
New Jersey
$269K
BRWA
555
B. Riley Wealth Advisors
Florida
$263K -$4.89K -196 -2%
CIM
556
Confluence Investment Management
Missouri
$263K +$14.8K +592 +6%
FFA
557
First Foundation Advisors
California
$262K -$230K -9,200 -47%
RPGK
558
Retirement Planning Group (Kansas)
Kansas
$261K +$2.2K +88 +0.9%
SC
559
Stratford Consulting
Texas
$259K
RFWA
560
RPg Family Wealth Advisory
Massachusetts
$255K +$29.4K +1,176 +13%
MFS
561
McNamara Financial Services
Massachusetts
$254K
CIA
562
Capital Investment Advisors
Georgia
$253K
TBA
563
Train Babcock Advisors
New York
$249K +$10.5K +420 +4%
RT
564
Rockland Trust
Massachusetts
$247K -$4.99K -200 -2%
FBA
565
Front Barnett Associates
Illinois
$244K -$21.2K -848 -8%
PCMC
566
Paragon Capital Management (Colorado)
Colorado
$244K
SWM
567
SVA Wealth Management
Wisconsin
$244K +$243K +9,712 New
HCM
568
Harvest Capital Management
New Hampshire
$241K
IAS
569
IMA Advisory Services
Colorado
$237K
TIM
570
Tortoise Investment Management
New York
$237K +$183K +7,344 +351%
BFA
571
Bragg Financial Advisors
North Carolina
$236K -$78.3K -3,136 -25%
LWCFA
572
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$236K
DCM
573
Donaldson Capital Management
Indiana
$233K
GP
574
Girard Partners
Pennsylvania
$233K
JFA
575
JNBA Financial Advisors
Minnesota
$233K +$133K +5,332 +135%

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.