We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
676
Peoples Financial Services Corp
Pennsylvania
$9K +$8.53K +328 New
NSIM
677
North Star Investment Management
Illinois
$8K
PO
678
Private Ocean
California
$8K
CAW
679
Cornerstone Advisors (Washington)
Washington
$8K +$7.49K +288 New
JCM
680
Jacobi Capital Management
Pennsylvania
$6K +$6.24K +240 New
WA
681
Winfield Associates
Ohio
$5K -$198K -7,600 -97%
SJIM
682
St. Johns Investment Management
Florida
$4K
ACM
683
Armbruster Capital Management
New York
$3K
CIM
684
Contravisory Investment Management
Massachusetts
$3K +$3.33K +128 New
SIC
685
Salem Investment Counselors
North Carolina
$1.27K +$127K +4,884 New
WDL
686
Well Done LLC
Michigan
$559
SBL
687
Sargent Bickham Lagudis
Colorado
$556 +$432K +16,620 +351%
SCP
688
Syntal Capital Partners
Texas
$366 +$366K +14,080 New
FNB
689
Farmers National Bank
Kentucky
$136 +$8.11K +312 +6%
PAS
690
Park Avenue Securities
New York
-$24.4M -970,172 Closed
Citadel Advisors
691
Citadel Advisors
Florida
-$20.5M -817,068 Closed
TH
692
Timber Hill
Connecticut
-$15.2M -607,272 Closed
Capital Fund Management (CFM)
693
Capital Fund Management (CFM)
France
-$9.55M -380,772 Closed
VOYA Investment Management
694
VOYA Investment Management
Georgia
-$9.55M -380,688 Closed
TRCT
695
Tower Research Capital (TRC)
New York
-$6.21M -247,708 Closed
KSA
696
Ken Stern & Associates
California
-$5.29M -210,820 Closed
FPFS
697
First Personal Financial Services
North Carolina
-$4.83M -192,404 Closed
Principal Financial Group
698
Principal Financial Group
Iowa
-$3.09M -122,980 Closed
PAM
699
Paradigm Asset Management
New York
-$2.97M -118,400 Closed
FWIA
700
Fort Washington Investment Advisors
Ohio
-$1.93M -77,000 Closed

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.