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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
TC
626
Trust Company
Kansas
$51K
CLOS
627
Compagnie Lombard Odier SCmA
Switzerland
$50K -$1.47M -58,700 -97%
TCM
628
Tradewinds Capital Management
Washington
$50K
JGIA
629
Jackson Grant Investment Advisers
Connecticut
$47K +$200 +8 +0.4%
VCM
630
Versant Capital Management
Arizona
$47K +$47.2K +1,892 New
CWM
631
Cranbrook Wealth Management
Michigan
$41K
CFN
632
Cordasco Financial Network
Florida
$38K -$41.7K -1,672 -53%
TFO
633
Tarbox Family Office
California
$38K -$31K -1,240 -45%
SIG
634
Stanford Investment Group
California
$36K
FWM
635
Focused Wealth Management
New York
$35K -$5.99K -240 -15%
DSN
636
D. Scott Neal
Kentucky
$33K -$15.4K -616 -32%
DAM
637
Delta Asset Management
Tennessee
$30K
SNT
638
Security National Trust
West Virginia
$30K
NFG
639
Next Financial Group
Texas
$30K +$4.29K +172 +16%
CAL
640
Capital Analysts LLC
Pennsylvania
$29.1K
CWM
641
Catamount Wealth Management
Connecticut
$29K
KPCM
642
Kings Point Capital Management
New York
$29K
CYG
643
Clean Yield Group
Vermont
$28K +$27.6K +1,104 New
CTB
644
Country Trust Bank
Illinois
$27K +$27K +1,080 New
HI
645
Hudock Inc
Pennsylvania
$24K
TCOV
646
Trust Company of Vermont
Vermont
$21K -$8.59K -344 -29%
SIM
647
Sonora Investment Management
Arizona
$20.9K
GBBWRPM
648
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K -$10.4K -416 -34%
GWS
649
Glassman Wealth Services
Virginia
$20K
DOA
650
D'Orazio & Associates
Virginia
$19K

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.