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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
KFC
626
Klingenstein Fields & Co
New York
$379K +$102K +3,320 +38%
CCFCSB
627
Cape Cod Five Cents Savings Bank
Massachusetts
$377K -$11.9K -388 -3%
DK
628
Darrell & King
Virginia
$376K -$35.5K -1,160 -9%
GP
629
Geneva Partners
Wisconsin
$374K +$366K +11,952 New
SGAM
630
Steinberg Global Asset Management
Florida
$370K
APP
631
Avantax Planning Partners
Iowa
$366K +$46.5K +1,520 +15%
WA
632
Wealth Architects
California
$365K
OC
633
Oarsman Capital
Wisconsin
$363K -$43.1K -1,408 -11%
WI
634
WBI Investments
New Jersey
$356K +$18.4K +600 +6%
YP
635
Yellowstone Partners
Idaho
$355K +$347K +11,352 New
PA
636
Paracle Advisors
Washington
$354K
SFSG
637
Stearns Financial Services Group
North Carolina
$349K -$23K -752 -6%
SBH
638
Segall Bryant & Hamill
Illinois
$349K +$28.4K +928 +9%
Carson Wealth (CWM LLC)
639
Carson Wealth (CWM LLC)
Nebraska
$349K +$118K +3,864 +53%
NIA
640
Northstar Investment Advisors
Colorado
$348K
RI
641
Ridgewood Investments
New Jersey
$347K
PP
642
PagnatoKarp Partners
Virginia
$347K +$340K +11,100 New
BHB
643
Bank Hapoalim BM
Israel
$341K -$24.7K -808 -7%
AIM
644
Allen Investment Management
New York
$334K
PCA
645
Peddock Capital Advisors
Massachusetts
$333K -$18.7K -612 -5%
PCMK
646
Paragon Capital Management (Kansas)
Kansas
$333K -$6.12K -200 -2%
MSAM
647
Moloney Securities Asset Management
Missouri
$330K -$15.2K -496 -4%
Kovitz Investment Group Partners
648
Kovitz Investment Group Partners
Illinois
$327K -$52K -1,700 -14%
FFA
649
First Foundation Advisors
California
$326K -$63.7K -2,080 -17%
WTB
650
Washington Trust Bank
Washington
$326K +$220K +7,200 +224%

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.