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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
TPW
701
Tiller Private Wealth
Pennsylvania
$211K
FFW
702
Fusion Family Wealth
New York
$210K
PCM
703
Pointe Capital Management
Michigan
$210K
CC
704
Cassaday & Co
Virginia
$210K +$15.3K +520 +8%
GHA
705
GW Henssler & Associates
Georgia
$209K
RWMH
706
Riverpoint Wealth Management Holdings
Illinois
$209K +$205K +6,996 New
ODG
707
O'Dell Group
Ohio
$206K -$20.7K -704 -9%
JWA
708
JFS Wealth Advisors
Pennsylvania
$206K +$117 +4 +0.1%
WAM
709
Weatherly Asset Management
California
$206K +$203K +6,924 New
WSCM
710
Wellington Shields Capital Management
New York
$204K +$201K +6,864 New
CWM
711
Circle Wealth Management
New Jersey
$204K +$202K +6,868 New
CWM
712
Cornerstone Wealth Management
Missouri
$201K -$50.1K -1,708 -20%
FT
713
Fiduciary Trust
Massachusetts
$201K +$198K +6,752 New
OA
714
Oxbow Advisors
Texas
$201K +$199K +6,764 New
MWM
715
Meridian Wealth Management
Kentucky
$200K +$198K +6,736 New
TWA
716
TCI Wealth Advisors
Arizona
$198K +$27.9K +952 +17%
BEAM
717
Baker Ellis Asset Management
Washington
$191K
First Manhattan
718
First Manhattan
New York
$190K
ATC
719
Adirondack Trust Company
New York
$188K
FNB
720
Farmers National Bank
Kentucky
$178K +$22.9K +780 +15%
RFA
721
Reilly Financial Advisors
California
$174K
BWA
722
Burt Wealth Advisors
Maryland
$172K -$59.9K -2,040 -26%
HH
723
HWG Holdings
Texas
$169K -$9.37M -319,356 -98%
BWP
724
Baldwin Wealth Partners
Massachusetts
$168K +$108K +3,688 +188%
BWM
725
Baystate Wealth Management
Massachusetts
$159K -$5.64K -192 -4%

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.