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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
CM
601
Cornerstone Management
Georgia
$400K -$380K -12,960 -49%
JIC
602
Joel Isaacson & Co
New York
$400K
SS
603
Sunbelt Securities
Texas
$399K +$76.8K +2,616 +24%
W
604
Wealthfront
California
$396K +$93.4K +3,180 +31%
DK
605
Darrell & King
Virginia
$392K -$9.39K -320 -2%
PL
606
Plancorp LLC
Missouri
$391K -$22.1K -752 -5%
RMAM
607
Raab & Moskowitz Asset Management
New Jersey
$390K -$77.3K -2,632 -17%
OC
608
Oarsman Capital
Wisconsin
$388K +$16.8K +572 +5%
FCH
609
Freestone Capital Holdings
Washington
$383K -$20.5K -700 -5%
CCG
610
Cypress Capital Group
Florida
$374K
FFA
611
First Foundation Advisors
California
$372K +$61.1K +2,080 +20%
CCFCSB
612
Cape Cod Five Cents Savings Bank
Massachusetts
$371K
AIM
613
Arcadia Investment Management
Michigan
$369K -$82.5K -2,812 -18%
CG
614
Cutler Group
California
$369K +$364K +12,408 New
Kovitz Investment Group Partners
615
Kovitz Investment Group Partners
Illinois
$361K +$75.2K +2,560 +27%
PWMAG
616
Pinnacle Wealth Management Advisory Group
New Jersey
$361K +$356K +12,140 New
HPC
617
HM Payson & Co
Maine
$359K
PFA
618
Paradigm Financial Advisors
Missouri
$356K -$35.6K -1,212 -9%
AIM
619
Aspen Investment Management
Michigan
$355K -$250K -8,504 -42%
CHP
620
Cable Hill Partners
Oregon
$355K
SFSG
621
Stearns Financial Services Group
North Carolina
$354K -$66.6K -2,268 -16%
SGAM
622
Steinberg Global Asset Management
Florida
$352K
MA
623
MCF Advisors
Kentucky
$351K +$52.7K +1,796 +18%
BHB
624
Bank Hapoalim BM
Israel
$348K -$381K -12,988 -53%
WA
625
Wealth Architects
California
$347K

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.