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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
GC
551
Gilbert & Cook
Iowa
$568K -$161K -5,260 -22%
Cerity Partners
552
Cerity Partners
New York
$567K +$555K +18,144 New
HC
553
Hourglass Capital
Texas
$564K -$7.96K -260 -1%
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$563K -$63.8K -2,084 -10%
CIA
555
Capital Investment Advisors
Georgia
$561K +$3.67K +120 +0.7%
WF
556
Welch & Forbes
Massachusetts
$560K -$3.06K -100 -0.6%
PI
557
PineBridge Investments
New York
$560K
CC
558
Cassaday & Co
Virginia
$559K +$331K +10,800 +153%
EFSCE
559
Enterprise Financial Services Corp (EFSC)
Missouri
$556K +$2.45K +80 +0.5%
VNA
560
Valley National Advisers
Pennsylvania
$555K
LCM
561
Liberty Capital Management
Michigan
$554K -$19.6K -640 -4%
CAM
562
Carret Asset Management
New York
$551K
LI
563
LVZ Inc
Michigan
$551K +$24.6K +804 +5%
GC
564
Grimes & Company
Massachusetts
$543K
LA
565
Legacy Advisors
Pennsylvania
$537K
SBL
566
Sargent Bickham Lagudis
Colorado
$536K -$21.4K -700 -4%
FCB
567
First Command Bank
Texas
$533K -$185K -6,056 -26%
FCFS
568
First Command Financial Services
Texas
$533K -$185K -6,056 -26%
CHC
569
City Holding Co
West Virginia
$530K +$7.34K +240 +1%
CFG
570
Citizens Financial Group
Rhode Island
$527K -$239K -7,800 -32%
WAP
571
Wealthcare Advisory Partners
Pennsylvania
$526K +$87.6K +2,864 +21%
WT
572
Washington Trust
Rhode Island
$523K +$16K +524 +3%
WEC
573
Winslow Evans & Crocker
Massachusetts
$518K -$304K -9,936 -37%
BCM
574
Brookmont Capital Management
Texas
$516K +$39.2K +1,280 +8%
RE
575
RBC Europe
United Kingdom
$514K +$503K +16,448 New

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.