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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
FEG
576
Financial Enhancement Group
Indiana
$509K +$498K +16,280 New
BFG
577
Beacon Financial Group
Texas
$504K +$20.7K +676 +4%
PPCM
578
Pillar Pacific Capital Management
California
$503K
SCP
579
Syntal Capital Partners
Texas
$500K +$36.6K +1,196 +8%
PBO
580
Peoples Bank (Ohio)
Ohio
$495K -$35.3K -1,152 -7%
HA
581
Harfst & Associates
Wyoming
$491K -$161K -5,248 -25%
Jennison Associates
582
Jennison Associates
New York
$490K -$8.64M -282,272 -95%
FIM
583
Freedom Investment Management
Connecticut
$485K +$9.06K +296 +2%
AP
584
Appleton Partners
Massachusetts
$483K
UAS
585
United Asset Strategies
New York
$483K +$473K +15,452 New
JC
586
Jentner Corp
Ohio
$481K -$12.4K -404 -3%
PCMC
587
Paragon Capital Management (Colorado)
Colorado
$481K +$471K +15,400 New
GWS
588
Glassman Wealth Services
Virginia
$480K -$6.49K -212 -1%
ORI
589
Oak Ridge Investments
Illinois
$479K -$36.6K -1,196 -7%
SA
590
Strategic Advisors
New York
$470K -$19.3K -632 -4%
MCM
591
Maryland Capital Management
Maryland
$468K +$17.3K +564 +4%
BBNB
592
Baker Boyer National Bank
Washington
$466K +$456K +14,912 New
ADL
593
Asset Dedication LLC
California
$465K -$9.43K -308 -2%
SRC
594
Shufro Rose & Co
New York
$463K +$225K +7,336 +98%
BIC
595
Bridges Investment Counsel
Nebraska
$459K -$718K -23,460 -62%
VAM
596
Visionary Asset Management
Texas
$458K -$73.4K -2,400 -14%
MLIC
597
Mandatum Life Insurance Company
Finland
$458K
LCM
598
Logan Capital Management
Pennsylvania
$455K
TCM
599
Twele Capital Management
Minnesota
$452K -$3.18K -104 -0.7%
PCA
600
Personal Capital Advisors
California
$447K +$438K +14,312 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.