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iShares Russell 1000 Growth ETF

611 hedge funds and large institutions have $17B invested in iShares Russell 1000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

4% more funds holding

Funds holding: 590611 (+21)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.12% more ownership

Funds ownership: 245.07%245.19% (+0.12%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1.01B)

61% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $9.62M

Holders
611
Holders Change
+21
Holders Change %
+3.56%
% of All Funds
17.06%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
3.15%
New
54
Increased
227
Reduced
213
Closed
30
Calls
$3.74M
Puts
$9.62M
Net Calls
-$5.88M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
601
First National Bank of Omaha
Nebraska
$7.77K -$147K -5,964 -2%
NSIM
602
North Star Investment Management
Illinois
$7K
PO
603
Private Ocean
California
$7K
LFR
604
Lehman Financial Resources
Pennsylvania
$6K
BCMIO
605
Beacon Capital Management Inc (Ohio)
Ohio
$5K
WTB
606
Washington Trust Bank
Washington
$5K
EMA
607
Efficient Market Advisors
California
$5K +$5.61K +228 New
MP
608
Manifold Partners
California
$4K +$4.13K +168 New
HR
609
Howe & Rusling
New York
$4K +$4.53K +184 New
BCA
610
Bray Capital Advisors
Florida
$2K
DBT
611
Dubuque Bank & Trust
Iowa
$2K
KF
612
Krilogy Financial
Missouri
$2K +$2.17K +88 New
N
613
Nuveen
North Carolina
$696 +$736K +29,924 New
FA
614
FDx Advisors
Illinois
-$39M -1,573,604 Closed
SIM
615
Strategic Income Management
Washington
-$10.2M -413,052 Closed
Citadel Advisors
616
Citadel Advisors
Florida
-$7.83M -316,420 Closed
MIAN
617
Mariner Independent Advisor Network
Kansas
-$5.89M -238,124 Closed
NL
618
NWAM LLC
Washington
-$3.29M -132,000 Closed
HF
619
HRT Financial
New York
-$3.15M -127,272 Closed
Capital Fund Management (CFM)
620
Capital Fund Management (CFM)
France
-$2.7M -109,192 Closed
CS
621
Comerica Securities
Michigan
-$2.36M -95,324 Closed
HMC
622
Higher Moment Capital
Massachusetts
-$2.04M -82,584 Closed
VF
623
Virtu Financial
New York
-$1.79M -72,216 Closed
VIA
624
Virtus Investment Advisers
Connecticut
-$1.49M -60,300 Closed
WAS
625
Winch Advisory Services
Wisconsin
-$1.28M -51,908 Closed

IWF Hedge Fund Activity: Q3 2015 in Review

611 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2015, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWF positions and 30 closed out — a net gain of 24 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $818M. The largest seller was Curian Capital, cutting an estimated $148M.

  • 611 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2015, up from 590 in Q2 2015.
  • Funds reported $17B of iShares Russell 1000 Growth ETF stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 54 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2015 and 30 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2015 was Bank of America, an estimated $818M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2015 was Curian Capital, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2015.