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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
ST
576
Spinnaker Trust
Maine
$405K +$395K +14,252 New
SFSG
577
Stearns Financial Services Group
North Carolina
$403K +$55.9K +2,016 +17%
FCCM
578
First City Capital Management
Georgia
$402K
SCA
579
Salient Capital Advisors
Texas
$398K
CRC
580
Curi RMB Capital
Illinois
$397K +$387K +13,964 New
PL
581
Plancorp LLC
Missouri
$396K +$46.7K +1,684 +14%
EFS
582
Essex Financial Services
Connecticut
$395K +$68.7K +2,476 +22%
QCM
583
Quadrant Capital Management
New Jersey
$389K -$8.32K -300 -2%
SWM
584
Stockman Wealth Management
Montana
$389K +$379K +13,668 New
FCH
585
Freestone Capital Holdings
Washington
$386K
DK
586
Darrell & King
Virginia
$384K -$330K -11,900 -47%
Koshinski Asset Management
587
Koshinski Asset Management
Illinois
$384K +$39.4K +1,420 +12%
JIC
588
Joel Isaacson & Co
New York
$383K +$444 +16 +0.1%
SCP
589
Syntal Capital Partners
Texas
$380K +$21.1K +760 +6%
WS
590
Wedbush Securities
California
$378K -$2.88K -104 -0.8%
BFG
591
Beacon Financial Group
Texas
$378K +$97.5K +3,516 +36%
CPIG
592
Chicago Partners Investment Group
Illinois
$376K +$1.11K +40 +0.3%
GWM
593
Geneos Wealth Management
Colorado
$375K +$38.8K +1,400 +12%
PFA
594
Paradigm Financial Advisors
Missouri
$374K +$111 +4 +0%
IWM
595
IHT Wealth Management
Illinois
$369K -$2.19M -78,836 -91%
CCG
596
Cypress Capital Group
Florida
$357K -$1.25M -45,152 -78%
OC
597
Oarsman Capital
Wisconsin
$354K +$9.32K +336 +3%
CCFCSB
598
Cape Cod Five Cents Savings Bank
Massachusetts
$354K +$345K +12,456 New
GLA
599
Good Life Advisors
Pennsylvania
$353K -$63.2K -2,280 -15%
DBT
600
Dubuque Bank & Trust
Iowa
$348K +$151K +5,456 +81%

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.