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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
FIM
551
Freedom Investment Management
Connecticut
$446K -$340K -12,256 -44%
RMAM
552
Raab & Moskowitz Asset Management
New Jersey
$444K
SA
553
Strategic Advisors
New York
$443K -$54.5K -1,964 -11%
TNB
554
Thomasville National Bank
Georgia
$443K +$432K +15,580 New
SMC
555
Smith, Moore & Co
Missouri
$442K +$555 +20 +0.1%
AP
556
Appleton Partners
Massachusetts
$439K +$428K +15,440 New
DC
557
Davenport & Co
Virginia
$439K
BCM
558
Brookmont Capital Management
Texas
$434K +$11K +396 +3%
AIM
559
Arcadia Investment Management
Michigan
$433K
CAM
560
Carret Asset Management
New York
$433K
GT
561
Glenview Trust
Kentucky
$432K -$10.3K -372 -2%
FTI
562
Fiduciary Trust International
Massachusetts
$432K
ZIC
563
ZWJ Investment Counsel
Georgia
$432K +$421K +15,184 New
GWS
564
Glassman Wealth Services
Virginia
$429K
AA
565
Ancora Advisors
Ohio
$422K -$10.9K -392 -3%
RFM
566
Royal Fund Management
Florida
$421K +$103K +3,700 +33%
FFEC
567
First Financial Equity Corporation
Arizona
$418K +$407K +14,684 New
TCM
568
Twele Capital Management
Minnesota
$416K -$2.77K -100 -0.7%
FHA
569
Flagship Harbor Advisors
Massachusetts
$416K +$97.2K +3,504 +31%
LCM
570
Logan Capital Management
Pennsylvania
$414K -$2.34M -84,196 -85%
MWM
571
Merriman Wealth Management
Washington
$414K -$37.3K -1,344 -8%
ADL
572
Asset Dedication LLC
California
$414K -$14.1K -508 -3%
CA
573
Clearstead Advisors
Ohio
$411K
ICM
574
IMS Capital Management
Oregon
$409K +$37.7K +1,360 +10%
IIC
575
Ironwood Investment Counsel
Arizona
$406K

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.