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iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
551
Wealthcare Advisory Partners
Pennsylvania
$299K
EFS
552
Essex Financial Services
Connecticut
$296K +$296K +11,404 New
PA
553
Paracle Advisors
Washington
$295K +$295K +11,336 New
FNT
554
First National Trust
Pennsylvania
$294K -$2.35M -90,444 -89%
PPCM
555
Pillar Pacific Capital Management
California
$294K
GC
556
Grimes & Company
Massachusetts
$287K -$60.1K -2,312 -17%
BWFM
557
Bridgewater Wealth & Financial Management
Maryland
$282K
PCMK
558
Paragon Capital Management (Kansas)
Kansas
$282K
BRF
559
B. Riley Financial
California
$280K -$117K -4,492 -29%
HIM
560
Hanlon Investment Management
New Jersey
$279K
GWM
561
Geneos Wealth Management
Colorado
$278K -$28.3K -1,088 -9%
FFA
562
First Foundation Advisors
California
$272K
RT
563
Rockland Trust
Massachusetts
$271K +$14.6K +560 +6%
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$268K -$15.6K -600 -6%
SC
565
Stratford Consulting
Texas
$268K
BRWA
566
B. Riley Wealth Advisors
Florida
$267K -$4.99K -192 -2%
SBH
567
Segall Bryant & Hamill
Illinois
$266K -$190K -7,300 -42%
RPGK
568
Retirement Planning Group (Kansas)
Kansas
$266K -$4.47K -172 -2%
MFS
569
McNamara Financial Services
Massachusetts
$263K
IAS
570
IMA Advisory Services
Colorado
$260K +$14.8K +568 +6%
BOTW
571
Bank of the West
California
$258K +$258K +9,920 New
ST
572
Smithfield Trust
Pennsylvania
$256K +$30.2K +1,160 +13%
TFF
573
The Family Firm
Maryland
$255K +$254K +9,780 New
PCMC
574
Paragon Capital Management (Colorado)
Colorado
$253K
FBA
575
Front Barnett Associates
Illinois
$252K -$1.04K -40 -0.4%

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.