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iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
626
Signature Estate & Investment Advisors
California
$109K +$109K +4,196 New
WC
627
Whitnell & Co
Illinois
$108K -$40.6K -1,560 -27%
PR
628
Payden & Rygel
California
$104K
PCP
629
Proficio Capital Partners
Massachusetts
$102K
PFO
630
Pathstone Family Office
New Jersey
$102K +$102K +3,920 New
TCIM
631
TIAA CREF Investment Management
New York
$100K -$5.2M -200,000 -5%
EAMA
632
EFG Asset Management (Americas)
Florida
$93K +$92.6K +3,560 New
Manulife (Manufacturers Life Insurance)
633
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92K +$73.7K +2,836 +410%
WTB
634
Washington Trust Bank
Washington
$84K -$17.4K -668 -17%
BAM
635
Barrett Asset Management
New York
$84K
AIM
636
Anchor Investment Management
South Carolina
$81K
CA
637
CapWealth Advisors
Tennessee
$81K
KF
638
Krilogy Financial
Missouri
$76K
Thrivent Financial for Lutherans
639
Thrivent Financial for Lutherans
Minnesota
$74K -$71K -2,732 -49%
TCM
640
TD Capital Management
Tennessee
$74K
EWM
641
Edge Wealth Management
New York
$69K -$426K -16,400 -86%
GI
642
Gradient Investments
Minnesota
$69K -$83.3K -3,204 -55%
ClearBridge Investments
643
ClearBridge Investments
New York
$66K -$32.9K -1,264 -33%
QAM
644
QCI Asset Management
New York
$63K -$5.2K -200 -8%
PCTC
645
Perkins Coie Trust Company
Washington
$55K -$4.89K -188 -8%
TC
646
Trust Company
Kansas
$53K
TCM
647
Tradewinds Capital Management
Washington
$52K
BWP
648
Baldwin Wealth Partners
Massachusetts
$51K +$51K +1,960 New
VCM
649
Versant Capital Management
Arizona
$49K
JGIA
650
Jackson Grant Investment Advisers
Connecticut
$49K +$208 +8 +0.4%

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.