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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
HFA
676
High Falls Advisors
New York
$238K
NFG
677
Nations Financial Group
Iowa
$238K
JFA
678
JNBA Financial Advisors
Minnesota
$237K
IIC
679
Ironwood Investment Counsel
Arizona
$235K -$188K -6,396 -45%
WC
680
Whitnell & Co
Illinois
$234K
LWM
681
Lyell Wealth Management
California
$234K +$231K +7,872 New
HCM
682
Hilton Capital Management
New York
$233K
KCPG
683
Kavar Capital Partners Group
Kansas
$233K
PWW
684
Pettyjohn Wood & White
Virginia
$231K +$6.22K +212 +3%
CCP
685
Corient Capital Partners
California
$230K -$10.2K -348 -4%
GC
686
Gibson Capital
Pennsylvania
$227K +$227K +7,720 New
DJSG
687
D.J. St. Germain
Massachusetts
$226K -$20K -680 -8%
FI
688
FormulaFolio Investments
Michigan
$226K +$223K +7,600 New
SRC
689
Shufro Rose & Co
New York
$223K +$220K +7,480 New
BII
690
Bainco International Investors
Massachusetts
$222K
KWMG
691
King Wealth Management Group
Florida
$222K +$219K +7,464 New
CIM
692
Confluence Investment Management
Missouri
$221K +$218K +7,424 New
TG
693
Threshold Group
Washington
$221K +$218K +7,440 New
BHA
694
Beech Hill Advisors
New York
$220K
SFP
695
Shepherd Financial Partners
Massachusetts
$219K -$120K -4,084 -36%
Carson Wealth (CWM LLC)
696
Carson Wealth (CWM LLC)
Nebraska
$217K -$504K -17,176 -70%
FMW
697
Farr Miller & Washington
District of Columbia
$216K -$24.2K -824 -10%
ACP
698
Aveo Capital Partners
Colorado
$216K +$213K +7,268 New
MMA
699
Miracle Mile Advisors
California
$215K +$212K +7,236 New
LNB
700
Ledyard National Bank
$211K

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.