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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
651
Stratford Consulting
Texas
$322K
EIA
652
Edgemoor Investment Advisors
Maryland
$321K
MFS
653
McNamara Financial Services
Massachusetts
$315K -$5.75K -188 -2%
FBA
654
Front Barnett Associates
Illinois
$313K -$32.2K -1,052 -10%
RPGK
655
Retirement Planning Group (Kansas)
Kansas
$309K -$5.39K -176 -2%
RT
656
Rockland Trust
Massachusetts
$309K
DCP
657
DSM Capital Partners
Florida
$305K -$2.2K -72 -0.7%
BOTW
658
Bank of the West
California
$303K -$23.9K -780 -7%
SWM
659
Stockman Wealth Management
Montana
$302K +$296K +9,668 New
AA
660
Ancora Advisors
Ohio
$301K -$125K -4,096 -30%
HCM
661
Harvest Capital Management
New Hampshire
$301K
BIC
662
Beach Investment Counsel
Pennsylvania
$300K
NFG
663
Nations Financial Group
Iowa
$295K +$43.5K +1,420 +18%
DCM
664
Donaldson Capital Management
Indiana
$292K
IFAM
665
Institutional & Family Asset Management
Colorado
$290K +$283K +9,260 New
RW
666
REDW Wealth
New Mexico
$289K -$14.2K -464 -5%
RWA
667
RGT Wealth Advisors
Texas
$284K -$23.6K -772 -8%
VC
668
Vestor Capital
Illinois
$279K
BRWA
669
B. Riley Wealth Advisors
Florida
$274K -$1.22K -40 -0.5%
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$270K
BO
671
Bank OZK
Arkansas
$269K
NFG
672
Next Financial Group
Texas
$268K -$9.18K -300 -3%
KLI
673
Kelman-Lazarov Inc
Tennessee
$267K
GT
674
Greenleaf Trust
Michigan
$266K
FCAG
675
First Capital Advisors Group
New Jersey
$266K +$1.59K +52 +0.6%

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.