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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
RWA
601
RGT Wealth Advisors
Texas
$346K -$76.1K -2,744 -18%
HPC
602
HM Payson & Co
Maine
$344K
DCP
603
DSM Capital Partners
Florida
$341K -$11.8M -424,852 -97%
CHP
604
Cable Hill Partners
Oregon
$340K -$7.66K -276 -2%
SGAM
605
Steinberg Global Asset Management
Florida
$337K
WA
606
Wealth Architects
California
$332K
MM
607
Main Management
California
$328K
WAP
608
Wealthcare Advisory Partners
Pennsylvania
$327K
AFP
609
Ausdal Financial Partners
Iowa
$326K +$42.4K +1,528 +15%
SFP
610
Shepherd Financial Partners
Massachusetts
$324K +$73.4K +2,648 +30%
VF
611
Virtu Financial
New York
$323K +$315K +11,368 New
PA
612
Paracle Advisors
Washington
$322K -$34.8K -1,256 -10%
CB
613
Chemical Bank
Michigan
$321K +$313K +11,288 New
PCA
614
Peddock Capital Advisors
Massachusetts
$320K -$39.8K -1,436 -11%
NIA
615
Northstar Investment Advisors
Colorado
$317K
RI
616
Ridgewood Investments
New Jersey
$316K
FBA
617
Front Barnett Associates
Illinois
$314K -$2.77K -100 -0.9%
WI
618
WBI Investments
New Jersey
$312K +$305K +10,980 New
LI
619
LVZ Inc
Michigan
$311K +$37.3K +1,344 +14%
TIM
620
Tortoise Investment Management
New York
$310K +$40.7K +1,468 +16%
PCMK
621
Paragon Capital Management (Kansas)
Kansas
$308K
BIC
622
Beach Investment Counsel
Pennsylvania
$307K -$33.3K -1,200 -10%
SS
623
Sunbelt Securities
Texas
$307K +$777 +28 +0.3%
PPCM
624
Pillar Pacific Capital Management
California
$306K
HIM
625
Hanlon Investment Management
New Jersey
$305K

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.