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iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
651
CAPTRUST Financial Advisors
North Carolina
$47K +$49K +1,884 New
BAM
652
Brave Asset Management
New Jersey
$44K -$13K -500 -23%
FWM
653
Focused Wealth Management
New York
$43K +$7.07K +272 +20%
CLOS
654
Compagnie Lombard Odier SCmA
Switzerland
$41K -$10.4K -400 -20%
CWM
655
Cranbrook Wealth Management
Michigan
$39K -$3.95K -152 -9%
TFO
656
Tarbox Family Office
California
$39K
CFN
657
Cordasco Financial Network
Florida
$38K
SIG
658
Stanford Investment Group
California
$38K
DSN
659
D. Scott Neal
Kentucky
$35K
TCOV
660
Trust Company of Vermont
Vermont
$35K +$12.6K +484 +58%
HR
661
Howe & Rusling
New York
$34K -$31K -1,192 -48%
DAM
662
Delta Asset Management
Tennessee
$31K
SNT
663
Security National Trust
West Virginia
$31K
CWM
664
Catamount Wealth Management
Connecticut
$30K
KPCM
665
Kings Point Capital Management
New York
$30K
CYG
666
Clean Yield Group
Vermont
$29K
HI
667
Hudock Inc
Pennsylvania
$25K
WP
668
WealthPLAN Partners
Nebraska
$22.8K +$22.9K +880 New
GBBWRPM
669
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K
DOA
670
D'Orazio & Associates
Virginia
$19K
MA
671
MCF Advisors
Kentucky
$18K -$1.46K -56 -7%
GBT
672
Grove Bank & Trust
Florida
$16K
TSW
673
Thompson Siegel & Walmsley
Virginia
$13K
WCM
674
Wealthcare Capital Management
Virginia
$12K
LIA
675
LS Investment Advisors
Michigan
$11K

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.