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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
CCM
701
Carlson Capital Management
Minnesota
$229K +$224K +7,316 New
BHA
702
Beech Hill Advisors
New York
$228K -$2.45K -80 -1%
MMA
703
Miracle Mile Advisors
California
$225K -$1.47K -48 -0.7%
BCM
704
Bourgeon Capital Management
Connecticut
$225K +$221K +7,208 New
CTA
705
Colonial Trust Advisors
South Carolina
$224K +$219K +7,172 New
RWMH
706
Riverpoint Wealth Management Holdings
Illinois
$223K +$857 +28 +0.4%
LNB
707
Ledyard National Bank
$222K
CWM
708
Cornerstone Wealth Management
Missouri
$222K +$6.73K +220 +3%
CAM
709
Congress Asset Management
Massachusetts
$221K -$2.28M -74,360 -91%
FFW
710
Fusion Family Wealth
New York
$221K
TPW
711
Tiller Private Wealth
Pennsylvania
$221K
PCM
712
Pointe Capital Management
Michigan
$220K
GHA
713
GW Henssler & Associates
Georgia
$219K
First Manhattan
714
First Manhattan
New York
$219K +$19.2K +628 +10%
VWM
715
Venturi Wealth Management
Texas
$217K +$212K +6,916 New
ODG
716
O'Dell Group
Ohio
$216K -$734 -24 -0.3%
WAM
717
Weatherly Asset Management
California
$216K
WSCM
718
Wellington Shields Capital Management
New York
$215K
CWM
719
Circle Wealth Management
New Jersey
$215K +$734 +24 +0.3%
Verition Fund Management
720
Verition Fund Management
Connecticut
$214K +$210K +6,860 New
SPWA
721
SteelBridge Private Wealth Advisors
Florida
$209K -$362K -11,836 -64%
TWA
722
TCI Wealth Advisors
Arizona
$207K -$1.1K -36 -0.5%
CAG
723
Csenge Advisory Group
Florida
$207K +$202K +6,608 New
AC
724
Abbrea Capital
California
$206K +$201K +6,580 New
STMM
725
South Texas Money Management
Texas
$206K +$201K +6,584 New

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.