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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
601
Gradient Investments
Minnesota
$147K +$60.5K +2,424 +70%
Thrivent Financial for Lutherans
602
Thrivent Financial for Lutherans
Minnesota
$143K
WC
603
Whitnell & Co
Illinois
$143K +$126K +5,040 +778%
TWA
604
TCI Wealth Advisors
Arizona
$140K
CC
605
Cassaday & Co
Virginia
$128K
AOWM
606
Alpha Omega Wealth Management
Virginia
$124K
FNB
607
Farmers National Bank
Kentucky
$123K +$122K +4,900 New
SBL
608
Sargent Bickham Lagudis
Colorado
$119K -$61K -2,444 -34%
BC
609
Bartlett & Co
Ohio
$115K -$327K -13,080 -74%
BFEC
610
Benjamin F. Edwards & Company
Missouri
$110K -$799 -32 -0.7%
PCP
611
Proficio Capital Partners
Massachusetts
$102K
PR
612
Payden & Rygel
California
$100K
WTB
613
Washington Trust Bank
Washington
$98K
ClearBridge Investments
614
ClearBridge Investments
New York
$96K +$95.3K +3,816 New
BAM
615
Barrett Asset Management
New York
$81K +$80.6K +3,228 New
AIM
616
Anchor Investment Management
South Carolina
$78.1K +$77.7K +3,112 New
CA
617
CapWealth Advisors
Tennessee
$78K +$77.9K +3,120 New
AIM
618
Advantage Investment Management
Iowa
$74K +$53.2K +2,132 +265%
KF
619
Krilogy Financial
Missouri
$74K +$73.3K +2,936 New
TCM
620
TD Capital Management
Tennessee
$72K
Barclays
621
Barclays
United Kingdom
$65K
QAM
622
QCI Asset Management
New York
$65K +$30K +1,200 +85%
HR
623
Howe & Rusling
New York
$62K
PCTC
624
Perkins Coie Trust Company
Washington
$58K -$3K -120 -5%
BAM
625
Brave Asset Management
New Jersey
$55K

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.