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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
RFWA
626
RPg Family Wealth Advisory
Massachusetts
$346K +$238K +8,108 +230%
BFEC
627
Benjamin F. Edwards & Company
Missouri
$345K +$172K +5,876 +103%
PA
628
Paracle Advisors
Washington
$337K
PCA
629
Peddock Capital Advisors
Massachusetts
$335K
NIA
630
Northstar Investment Advisors
Colorado
$332K
RI
631
Ridgewood Investments
New Jersey
$330K
FBA
632
Front Barnett Associates
Illinois
$329K
MSAM
633
Moloney Securities Asset Management
Missouri
$328K +$12.9K +440 +4%
PCMK
634
Paragon Capital Management (Kansas)
Kansas
$323K
WI
635
WBI Investments
New Jersey
$321K -$5.28K -180 -2%
AIM
636
Allen Investment Management
New York
$318K
BOTW
637
Bank of the West
California
$311K +$307K +10,468 New
SC
638
Stratford Consulting
Texas
$307K
EIA
639
Edgemoor Investment Advisors
Maryland
$306K +$302K +10,272 New
MFS
640
McNamara Financial Services
Massachusetts
$305K
SBH
641
Segall Bryant & Hamill
Illinois
$304K
APP
642
Avantax Planning Partners
Iowa
$303K +$42K +1,432 +16%
DBT
643
Dubuque Bank & Trust
Iowa
$301K -$62.4K -2,124 -17%
RPGK
644
Retirement Planning Group (Kansas)
Kansas
$299K +$9.98K +340 +3%
NBG
645
Nancy B. Gardiner
$297K -$8.81K -300 -3%
RWA
646
RGT Wealth Advisors
Texas
$294K -$67.9K -2,312 -19%
RT
647
Rockland Trust
Massachusetts
$294K +$25.7K +876 +10%
DCP
648
DSM Capital Partners
Florida
$293K -$62.2K -2,120 -18%
RW
649
REDW Wealth
New Mexico
$289K
HCM
650
Harvest Capital Management
New Hampshire
$287K

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.