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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
MCF Advisors
Kentucky
$19K
Simplex Trading
652
Simplex Trading
Illinois
$18K -$212K -8,496 -92%
LWA
653
Lenox Wealth Advisors
New York
$17K
Manulife (Manufacturers Life Insurance)
654
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K +$17.3K +692 New
GBT
655
Grove Bank & Trust
Florida
$15K
TSW
656
Thompson Siegel & Walmsley
Virginia
$13K
WCM
657
Wealthcare Capital Management
Virginia
$12K +$11.8K +472 New
LIA
658
LS Investment Advisors
Michigan
$11K
DAC
659
Dividend Assets Capital
South Carolina
$11K +$10.6K +424 New
AF
660
Allworth Financial
California
$9K -$33.3K -1,332 -79%
NSIM
661
North Star Investment Management
Illinois
$8K
PO
662
Private Ocean
California
$8K
HDIM
663
Hanson & Doremus Investment Management
Vermont
$7K
SCM
664
Southport Capital Management
Tennessee
$5K +$4.99K +200 New
SJIM
665
St. Johns Investment Management
Florida
$4K
ACM
666
Armbruster Capital Management
New York
$3K
CM
667
Capula Management
Cayman Islands
-$39.8M -1,594,180 Closed
BNP Paribas Financial Markets
668
BNP Paribas Financial Markets
France
-$26.1M -1,045,876 Closed
FIG
669
FundX Investment Group
California
-$21.9M -879,004 Closed
Baillie Gifford & Co
670
Baillie Gifford & Co
United Kingdom
-$14.8M -591,452 Closed
AIG
671
American International Group
New York
-$11.4M -455,616 Closed
AP
672
Advisors Preferred
Maryland
-$10.2M -407,632 Closed
Susquehanna International Group
673
Susquehanna International Group
Pennsylvania
-$4.75M -190,172 Closed
AA
674
ALPS Advisors
Colorado
-$2.06M -82,964 Closed
CAAS
675
Capital Asset Advisory Services
Michigan
-$1.52M -61,048 Closed

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.