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iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
676
Jennison Associates
New York
-$6.31M -253,760 Closed
Victory Capital Management
677
Victory Capital Management
Texas
-$4.65M -187,116 Closed
SS
678
Simplicity Solutions
Minnesota
-$4.52M -181,716 Closed
Neuberger Berman Group
679
Neuberger Berman Group
New York
-$4.34M -174,540 Closed
Westfield Capital Management
680
Westfield Capital Management
Massachusetts
-$3.9M -156,620 Closed
Winslow Capital Management
681
Winslow Capital Management
Minnesota
-$3.7M -148,832 Closed
ACM
682
Atlanta Capital Management
Georgia
-$3.24M -130,196 Closed
SGA
683
Sustainable Growth Advisers
Connecticut
-$3.2M -128,776 Closed
NA
684
Navellier & Associates
Nevada
-$3.02M -121,604 Closed
B
685
Barings
North Carolina
-$2.97M -119,600 Closed
BCM
686
Barometer Capital Management
Ontario, Canada
-$2.4M -96,400 Closed
N
687
Nuveen
North Carolina
-$2.34K -94,044 Closed
FWCM
688
First Western Capital Management
California
-$2.14M -86,176 Closed
CCI
689
Columbus Circle Investors
-$2M -80,440 Closed
GIP
690
Granite Investment Partners
California
-$1.36M -54,840 Closed
FAM
691
Fred Alger Management
New York
-$1.19M -47,808 Closed
MCA
692
Morris Capital Advisors
Pennsylvania
-$836K -33,620 Closed
Federated Hermes
693
Federated Hermes
Pennsylvania
-$808K -32,504 Closed
CCA
694
Checchi Capital Advisers
California
-$557K -22,388 Closed
CWM
695
Calamos Wealth Management
Illinois
-$553K -22,220 Closed
MC
696
Montag & Caldwell
Georgia
-$497K -19,988 Closed
IG
697
Ithaka Group
Virginia
-$481K -19,340 Closed
ACM
698
Advisors Capital Management
New Jersey
-$475K -19,100 Closed
BP
699
BBR Partners
New York
-$468K -18,812 Closed
Edgewood Management
700
Edgewood Management
Connecticut
-$403K -16,200 Closed

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.