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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
GT
601
Glenview Trust
Kentucky
$443K
GFPC
602
Global Financial Private Capital
Florida
$442K +$432K +14,124 New
CM
603
Cornerstone Management
Georgia
$441K +$20.6K +672 +5%
FCCM
604
First City Capital Management
Georgia
$441K
ST
605
Spinnaker Trust
Maine
$433K
CG
606
CFO4Life Group
Texas
$430K +$421K +13,744 New
DC
607
Davenport & Co
Virginia
$429K -$99.2K -3,240 -19%
WS
608
Wedbush Securities
California
$429K
BFS
609
Bradley Foster & Sargent
Connecticut
$427K -$72.5K -2,368 -15%
RMAM
610
Raab & Moskowitz Asset Management
New Jersey
$421K
JIC
611
Joel Isaacson & Co
New York
$421K +$367 +12 +0.1%
SS
612
Sunbelt Securities
Texas
$421K +$1.71K +56 +0.4%
FHA
613
Flagship Harbor Advisors
Massachusetts
$418K -$56.1K -1,832 -12%
CPIG
614
Chicago Partners Investment Group
Illinois
$415K +$406K +13,272 New
AFP
615
Ausdal Financial Partners
Iowa
$413K -$65.5K -2,140 -14%
MA
616
MCF Advisors
Kentucky
$409K +$39.9K +1,304 +11%
Koshinski Asset Management
617
Koshinski Asset Management
Illinois
$404K -$30.5K -996 -7%
QCM
618
Quadrant Capital Management
New Jersey
$404K -$20.2K -660 -5%
TIM
619
Tortoise Investment Management
New York
$403K -$124K -4,052 -24%
FCH
620
Freestone Capital Holdings
Washington
$402K
PL
621
Plancorp LLC
Missouri
$400K -$10.3K -336 -3%
NFC
622
Northeast Financial Consultants
Connecticut
$399K +$121K +3,940 +45%
CCG
623
Cypress Capital Group
Florida
$393K
AIM
624
Aspen Investment Management
Michigan
$383K +$9.79K +320 +3%
PWMAG
625
Pinnacle Wealth Management Advisory Group
New Jersey
$380K

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.