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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
CCMG
576
Clark Capital Management Group
Pennsylvania
$252K +$252K +9,688 New
BFG
577
Beacon Financial Group
Texas
$251K +$252K +9,692 New
AFP
578
Ausdal Financial Partners
Iowa
$250K -$33.8K -1,300 -12%
Kovitz Investment Group Partners
579
Kovitz Investment Group Partners
Illinois
$250K +$249K +9,588 New
HCM
580
Harvest Capital Management
New Hampshire
$249K
MMA
581
Miracle Mile Advisors
California
$247K +$246K +9,480 New
TIM
582
Tortoise Investment Management
New York
$246K
BFA
583
Bragg Financial Advisors
North Carolina
$245K
SS
584
Sunbelt Securities
Texas
$245K +$245K +9,420 New
SMC
585
Smith, Moore & Co
Missouri
$244K +$243K +9,360 New
TBA
586
Train Babcock Advisors
New York
$243K -$14.8K -568 -6%
CWM
587
Cornerstone Wealth Management
Missouri
$243K +$244K +9,368 New
DCM
588
Donaldson Capital Management
Indiana
$242K
HFA
589
High Falls Advisors
New York
$240K -$3.22K -124 -1%
NFC
590
Northeast Financial Consultants
Connecticut
$230K
KLI
591
Kelman-Lazarov Inc
Tennessee
$221K
OA
592
Outfitter Advisors
Virginia
$219K
NA
593
NewEdge Advisors
Louisiana
$218K +$218K +8,380 New
ZIM
594
Zacks Investment Management
Illinois
$216K +$104 +4 +0%
HCM
595
Hilton Capital Management
New York
$215K
IUHSA
596
Itau Unibanco Holding S.A.
Brazil
$214K +$214K +8,212 New
BCM
597
Bienville Capital Management
New York
$213K -$3.72M -143,004 -95%
Lido Advisors
598
Lido Advisors
California
$213K -$1.1M -42,244 -84%
LD
599
Lipe & Dalton
New York
$213K -$26K -1,000 -11%
KFC
600
Klingenstein Fields & Co
New York
$213K

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.