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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
SLG
701
Stanley-Laman Group
Pennsylvania
-$311K -12,492 Closed
SCM
702
Stonehearth Capital Management
Massachusetts
-$310K -12,448 Closed
CW
703
Cobiz Wealth
Colorado
-$295K -11,868 Closed
RIG
704
Renaissance Investment Group
Massachusetts
-$289K -11,608 Closed
SAM
705
Solaris Asset Management
New York
-$280K -11,256 Closed
BA
706
Bristlecone Advisors
Washington
-$280K -11,244 Closed
EIA
707
Edgemoor Investment Advisors
Maryland
-$255K -10,272 Closed
WAM
708
Weatherly Asset Management
California
-$250K -10,076 Closed
SAM
709
Sequent Asset Management
Texas
-$230K -9,240 Closed
BII
710
Bainco International Investors
Massachusetts
-$224K -9,012 Closed
AAM
711
Aureus Asset Management
Massachusetts
-$216K -8,696 Closed
HWP
712
Hefty Wealth Partners
Indiana
-$201K -8,108 Closed
SMG
713
Spectrum Management Group
Indiana
-$122K -4,900 Closed
UFA
714
US Financial Advisors
Massachusetts
-$73K -2,948 Closed
DIA
715
Dana Investment Advisors
Wisconsin
-$702 -2,808 Closed
KCPG
716
Kavar Capital Partners Group
Kansas
-$49K -2,008 Closed
MDCM
717
Morgan Dempsey Capital Management
Wisconsin
-$36K -1,452 Closed
CTB
718
Country Trust Bank
Illinois
-$36K -1,428 Closed
MCM
719
McKinley Capital Management
Alaska
-$32K -1,292 Closed
CAW
720
Cornerstone Advisors (Washington)
Washington
-$26K -1,044 Closed
BCMIO
721
Beacon Capital Management Inc (Ohio)
Ohio
-$22K -904 Closed
BAM
722
Bruderman Asset Management
New York
-$22K -892 Closed
AC
723
Alexandria Capital
Virginia
-$18K -716 Closed
JHIU
724
Janus Henderson Investors US
Colorado
-$18K -716 Closed
BIM
725
Barton Investment Management
Pennsylvania
-$15K -592 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.