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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
DBT
676
Dubuque Bank & Trust
Iowa
$265K -$49.9K -1,632 -16%
OA
677
Outfitter Advisors
Virginia
$263K
HFA
678
High Falls Advisors
New York
$263K +$12.2K +400 +5%
SCA
679
Sage Capital Advisors
South Dakota
$260K
CCA
680
Clearwater Capital Advisors
Illinois
$259K +$250K +8,164 New
FAM
681
Formidable Asset Management
Ohio
$258K -$9.79K -320 -4%
SWM
682
SVA Wealth Management
Wisconsin
$257K -$857 -28 -0.3%
AIP
683
Ahrens Investment Partners
Louisiana
$256K +$251K +8,196 New
NBG
684
Nancy B. Gardiner
$255K -$56.3K -1,840 -18%
AIA
685
Armor Investment Advisors
North Carolina
$252K
BRF
686
B. Riley Financial
California
$251K -$6K -196 -2%
KWMG
687
King Wealth Management Group
Florida
$251K +$17.6K +576 +8%
JFA
688
JNBA Financial Advisors
Minnesota
$249K
KCPG
689
Kavar Capital Partners Group
Kansas
$245K
WC
690
Whitnell & Co
Illinois
$245K
HCM
691
Hilton Capital Management
New York
$244K
IIC
692
Ironwood Investment Counsel
Arizona
$243K -$3.67K -120 -2%
BIA
693
Biondo Investment Advisors
Pennsylvania
$243K +$238K +7,780 New
CCP
694
Corient Capital Partners
California
$242K
PWW
695
Pettyjohn Wood & White
Virginia
$242K
GC
696
Gibson Capital
Pennsylvania
$241K
DJSG
697
D.J. St. Germain
Massachusetts
$237K
FMW
698
Farr Miller & Washington
District of Columbia
$234K +$7.34K +240 +3%
BII
699
Bainco International Investors
Massachusetts
$233K
ISL
700
Ingalls & Snyder LLC
New York
$230K -$38.4K -1,256 -15%

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.