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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
BIC
651
Beach Investment Counsel
Pennsylvania
$286K -$35.2K -1,200 -11%
Barclays
652
Barclays
United Kingdom
$279K +$176K +6,000 +177%
DCM
653
Donaldson Capital Management
Indiana
$277K
GEA
654
Glen Eagle Advisors
New Jersey
$270K
VC
655
Vestor Capital
Illinois
$265K +$262K +8,912 New
BWFM
656
Bridgewater Wealth & Financial Management
Maryland
$263K -$15.1K -516 -6%
NFC
657
Northeast Financial Consultants
Connecticut
$262K
KFC
658
Klingenstein Fields & Co
New York
$262K +$18.9K +644 +8%
BRWA
659
B. Riley Wealth Advisors
Florida
$261K +$9.39K +320 +4%
NFG
660
Next Financial Group
Texas
$259K +$7.28K +248 +3%
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$257K -$5.87K -200 -2%
ISL
662
Ingalls & Snyder LLC
New York
$257K
BO
663
Bank OZK
Arkansas
$256K
FAM
664
Formidable Asset Management
Ohio
$255K +$23K +784 +10%
KLI
665
Kelman-Lazarov Inc
Tennessee
$254K
GT
666
Greenleaf Trust
Michigan
$253K
CG
667
Corundum Group
Colorado
$252K -$10.6M -359,812 -98%
FCAG
668
First Capital Advisors Group
New Jersey
$251K
OA
669
Outfitter Advisors
Virginia
$250K
SCA
670
Sage Capital Advisors
South Dakota
$247K +$244K +8,316 New
SWM
671
SVA Wealth Management
Wisconsin
$245K +$9.63K +328 +4%
BRF
672
B. Riley Financial
California
$244K
LD
673
Lipe & Dalton
New York
$243K
AIA
674
Armor Investment Advisors
North Carolina
$240K
TBA
675
Train Babcock Advisors
New York
$238K -$7.04K -240 -3%

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.