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iShares Russell 1000 Growth ETF

782 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761782 (+21)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
782
Holders Change
+21
Holders Change %
+2.76%
% of All Funds
19.47%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
75
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
701
TCI Wealth Advisors
Arizona
$162K +$3.11K +112 +2%
HFM
702
Hartford Financial Management
Connecticut
$162K +$158K +5,696 New
Manulife (Manufacturers Life Insurance)
703
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$160K -$159K -5,740 -51%
BWM
704
Baystate Wealth Management
Massachusetts
$153K +$11K +396 +8%
AOWM
705
Alpha Omega Wealth Management
Virginia
$141K
CP
706
Corbenic Partners
Pennsylvania
$140K -$98.3K -3,544 -42%
AIM
707
Advantage Investment Management
Iowa
$138K -$221K -7,980 -62%
FNB
708
Farmers National Bank
Kentucky
$136K
TC
709
Trust Company
Kansas
$135K +$76.1K +2,744 +136%
BC
710
Bartlett & Co
Ohio
$131K
Thrivent Financial for Lutherans
711
Thrivent Financial for Lutherans
Minnesota
$130K
BAM
712
Barrett Asset Management
New York
$126K +$33.3K +1,200 +37%
OSNBOA
713
Old Second National Bank of Aurora
Illinois
$123K -$44.4K -1,600 -27%
EWM
714
Edge Wealth Management
New York
$117K
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K
PCP
716
Proficio Capital Partners
Massachusetts
$115K
PR
717
Payden & Rygel
California
$114K
CLOS
718
Compagnie Lombard Odier SCmA
Switzerland
$114K +$111K +4,000 New
AIP
719
Almanack Investment Partners
Pennsylvania
$105K +$103K +3,700 New
RFWA
720
RPg Family Wealth Advisory
Massachusetts
$100K +$97.8K +3,528 New
WTB
721
Washington Trust Bank
Washington
$100K +$8.1K +292 +9%
Barclays
722
Barclays
United Kingdom
$97K +$22K +792 +30%
GI
723
Gradient Investments
Minnesota
$95K +$3.88K +140 +4%
TCM
724
TD Capital Management
Tennessee
$81K
WIM
725
Westside Investment Management
California
$80.1K +$78.5K +2,832 New

IWF Hedge Fund Activity: Q1 2017 in Review

782 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWF positions and 49 closed out — a net gain of 26 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 782 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 75 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.