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iShares Russell 1000 Growth ETF

782 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761782 (+21)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
782
Holders Change
+21
Holders Change %
+2.76%
% of All Funds
19.47%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
75
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
651
Next Financial Group
Texas
$246K -$215K -7,736 -48%
BO
652
Bank OZK
Arkansas
$245K
ISL
653
Ingalls & Snyder LLC
New York
$245K +$239K +8,624 New
KLI
654
Kelman-Lazarov Inc
Tennessee
$243K
GT
655
Greenleaf Trust
Michigan
$242K -$6.32K -228 -3%
BRWA
656
B. Riley Wealth Advisors
Florida
$242K +$234K +8,440 New
FCAG
657
First Capital Advisors Group
New Jersey
$240K
CWM
658
Cornerstone Wealth Management
Missouri
$239K -$25K -900 -10%
OA
659
Outfitter Advisors
Virginia
$239K
TBA
660
Train Babcock Advisors
New York
$235K -$21.9K -788 -9%
HCM
661
Hilton Capital Management
New York
$235K
DJSG
662
D.J. St. Germain
Massachusetts
$235K +$12.1K +436 +6%
BRF
663
B. Riley Financial
California
$234K
BCM
664
Bienville Capital Management
New York
$232K
KFC
665
Klingenstein Fields & Co
New York
$232K
LD
666
Lipe & Dalton
New York
$232K
CCP
667
Corient Capital Partners
California
$230K -$328K -11,828 -59%
AIA
668
Armor Investment Advisors
North Carolina
$230K
FMW
669
Farr Miller & Washington
District of Columbia
$230K +$224K +8,084 New
VKH
670
Virtu KCG Holdings
New York
$228K -$142K -5,104 -39%
HFA
671
High Falls Advisors
New York
$228K
NFG
672
Nations Financial Group
Iowa
$228K +$222 +8 +0.1%
FAM
673
Formidable Asset Management
Ohio
$228K +$216K +7,780 New
JFA
674
JNBA Financial Advisors
Minnesota
$227K -$9.87K -356 -4%
SWM
675
SVA Wealth Management
Wisconsin
$225K +$220K +7,916 New

IWF Hedge Fund Activity: Q1 2017 in Review

782 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWF positions and 49 closed out — a net gain of 26 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 782 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 75 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.