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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
676
Squarepoint
New York
-$1.27M -50,996 Closed
FT
677
Fiduciary Trust
Massachusetts
-$1.26M -50,648 Closed
IIC
678
Ironwood Investment Counsel
Arizona
-$1.2M -47,908 Closed
SMH
679
Sanders Morris Harris
Texas
-$547K -21,904 Closed
CBB
680
Citizens Business Bank
California
-$499K -20,000 Closed
SMC
681
Smith, Moore & Co
Missouri
-$367K -14,704 Closed
SCP
682
Syntal Capital Partners
Texas
-$351K -14,080 Closed
CIM
683
Cetera Investment Management
California
-$321K -12,872 Closed
VAM
684
Visionary Asset Management
Texas
-$315K -12,612 Closed
FMW
685
Farr Miller & Washington
District of Columbia
-$297K -11,888 Closed
CAPTRUST Financial Advisors
686
CAPTRUST Financial Advisors
North Carolina
-$291K -11,656 Closed
PA
687
Paracle Advisors
Washington
-$282K -11,332 Closed
ACP
688
Ashfield Capital Partners
California
-$280K -11,228 Closed
ORI
689
Oak Ridge Investments
Illinois
-$272K -10,920 Closed
AIA
690
AIMZ Investment Advisors
California
-$245K -9,916 Closed
MMA
691
Miracle Mile Advisors
California
-$236K -9,480 Closed
BOTW
692
Bank of the West
California
-$215K -8,612 Closed
NFG
693
NewFocus Financial Group
Washington
-$215K -8,604 Closed
Fisher Asset Management
694
Fisher Asset Management
Washington
-$214K -8,476 Closed
EFS
695
Essex Financial Services
Connecticut
-$207K -8,308 Closed
PA
696
Planning Alternatives
Michigan
-$207K -8,308 Closed
ACM
697
Aviance Capital Management
Florida
-$202K -8,108 Closed
FDCC
698
Foster Dykema Cabot & Co
Massachusetts
-$201K -8,056 Closed
OFS
699
Orrstown Financial Services
Pennsylvania
-$196K -7,860 Closed
OWM
700
Orgel Wealth Management
Wisconsin
-$181K -7,248 Closed

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.