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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
AIM
626
Allen Investment Management
New York
$304K -$26.6K -960 -8%
MSAM
627
Moloney Securities Asset Management
Missouri
$301K +$1.22K +44 +0.4%
Wellington Management Group
628
Wellington Management Group
Massachusetts
$299K -$22.2M -798,832 -99%
FFA
629
First Foundation Advisors
California
$297K -$111K -4,000 -28%
SC
630
Stratford Consulting
Texas
$293K
NBG
631
Nancy B. Gardiner
$292K -$55.5K -2,000 -16%
MFS
632
McNamara Financial Services
Massachusetts
$292K +$3.77K +136 +1%
SBH
633
Segall Bryant & Hamill
Illinois
$291K
Cerity Partners
634
Cerity Partners
New York
$289K +$282K +10,152 New
W
635
Wealthfront
California
$288K +$281K +10,140 New
LAM
636
Lebenthal Asset Management
New York
$285K
MA
637
MCF Advisors
Kentucky
$284K +$258K +9,288 +1,312%
ST
638
Smithfield Trust
Pennsylvania
$279K -$73.1K -2,636 -21%
RW
639
REDW Wealth
New Mexico
$276K -$21.1K -760 -7%
RPGK
640
Retirement Planning Group (Kansas)
Kansas
$276K +$24.5K +884 +10%
HCM
641
Harvest Capital Management
New Hampshire
$274K
Kovitz Investment Group Partners
642
Kovitz Investment Group Partners
Illinois
$273K
BWFM
643
Bridgewater Wealth & Financial Management
Maryland
$266K -$17.8K -640 -6%
DCM
644
Donaldson Capital Management
Indiana
$265K +$888 +32 +0.3%
GEA
645
Glen Eagle Advisors
New Jersey
$258K +$555 +20 +0.2%
RT
646
Rockland Trust
Massachusetts
$256K -$5.55K -200 -2%
FMII
647
Farmers & Merchants Investments Inc
Nebraska
$252K -$40.4K -1,456 -14%
GP
648
Girard Partners
Pennsylvania
$251K -$39.6K -1,428 -14%
NFC
649
Northeast Financial Consultants
Connecticut
$251K
APP
650
Avantax Planning Partners
Iowa
$249K -$1.22K -44 -0.5%

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.