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iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
651
D'Orazio & Associates
Virginia
$18K +$18K +760 New
IIM
652
Ipswich Investment Management
Massachusetts
$17K +$15.8K +668 New
LWA
653
Lenox Wealth Advisors
New York
$17K +$16K +676 New
WC
654
Whitnell & Co
Illinois
$16K
GBT
655
Grove Bank & Trust
Florida
$15K
TSW
656
Thompson Siegel & Walmsley
Virginia
$12K
CFA
657
Camarda Financial Advisors
Florida
$12K +$11.3K +480 New
LIA
658
LS Investment Advisors
Michigan
$11K
NSIM
659
North Star Investment Management
Illinois
$8K
PO
660
Private Ocean
California
$8K +$95 +4 +1%
OCM
661
One Capital Management
California
$7.67K +$605K +25,608 +9%
HDIM
662
Hanson & Doremus Investment Management
Vermont
$7K
CCS
663
Crosspoint Capital Strategies
California
$4K -$2.48M -104,932 -100%
SJIM
664
St. Johns Investment Management
Florida
$4K -$124K -5,248 -97%
ACM
665
Armbruster Capital Management
New York
$3K
CC
666
Curian Capital
Colorado
-$112M -4,514,496 Closed
AAM
667
AMI Asset Management
California
-$27.1M -1,088,892 Closed
DCP
668
DSM Capital Partners
Florida
-$21M -842,712 Closed
Macquarie Group
669
Macquarie Group
Australia
-$17.3M -697,580 Closed
TH
670
Timber Hill
Connecticut
-$13M -522,104 Closed
Sands Capital Management
671
Sands Capital Management
Virginia
-$11.4M -457,360 Closed
RG
672
Renaissance Group
Kentucky
-$10.5M -423,456 Closed
VOYA Investment Management
673
VOYA Investment Management
Georgia
-$10.3M -416,004 Closed
ClearBridge Investments
674
ClearBridge Investments
New York
-$9.82M -394,696 Closed
DCC
675
Dow Chemical Company
Michigan
-$7.46M -300,000 Closed

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.