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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
MVIP
701
Mar Vista Investment Partners
California
-$1.1M -43,856 Closed
JG
702
Jefferies Group
New York
-$1M -39,880 Closed
Victory Capital Management
703
Victory Capital Management
Texas
-$469K -18,708 Closed
HF
704
HRT Financial
New York
-$435K -17,376 Closed
OMC
705
Old Mission Capital
Illinois
-$387K -15,444 Closed
BCM
706
Becker Capital Management
Oregon
-$359K -14,300 Closed
LC
707
Lourd Capital
California
-$286K -11,400 Closed
WCF
708
West Coast Financial
California
-$275K -10,968 Closed
Verition Fund Management
709
Verition Fund Management
Connecticut
-$274K -10,920 Closed
CIM
710
Confluence Investment Management
Missouri
-$263K -10,464 Closed
RFWA
711
RPg Family Wealth Advisory
Massachusetts
-$255K -10,156 Closed
SWM
712
SVA Wealth Management
Wisconsin
-$244K -9,712 Closed
VCM
713
Vision Capital Management
Oregon
-$218K -8,680 Closed
GA
714
GFS Advisors
Texas
-$215K -8,564 Closed
DA
715
DSC Advisors
Illinois
-$211K -8,400 Closed
CAL
716
Capital Analysts LLC
Pennsylvania
-$29.1K -1,160 Closed
CTB
717
Country Trust Bank
Illinois
-$27K -1,080 Closed
SIM
718
Sonora Investment Management
Arizona
-$20.9K -832 Closed
LWA
719
Lenox Wealth Advisors
New York
-$17K -676 Closed
DAC
720
Dividend Assets Capital
South Carolina
-$11K -424 Closed
AF
721
Allworth Financial
California
-$9K -348 Closed
HDIM
722
Hanson & Doremus Investment Management
Vermont
-$7K -264 Closed
SCM
723
Southport Capital Management
Tennessee
-$5K -200 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.