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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Baring Asset Management
United Kingdom
$53.9M -$125K -5,000 -0.2%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$52.3M -$17.3M -691,480 -25%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$50.7M +$56.3K +2,256 +0.1%
1SB
54
1ST Source Bank
Indiana
$50M +$4.67M +186,912 +10%
MG
55
Mather Group
Illinois
$47.8M +$2.79M +111,768 +6%
KT
56
Kanaly Trust
Texas
$47.1M -$685K -27,436 -1%
B
57
Brightworth
Georgia
$45.6M -$199K -7,968 -0.4%
BUB
58
BBVA USA Bancshares
Texas
$45.2M -$2.51M -100,424 -5%
William Blair Investment Management
59
William Blair Investment Management
Illinois
$44.7M -$1.32M -52,800 -3%
DADC
60
D.A. Davidson & Co
Montana
$42.9M +$695K +27,828 +2%
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
$41.6M -$1.11M -44,268 -3%
CFB
62
Cullen/Frost Bankers
Texas
$40.2M +$36.5K +1,460 +0.1%
FCI
63
Financial Counselors Inc
Kansas
$37.3M -$690K -27,640 -2%
JA
64
JOYN Advisors
Georgia
$36.8M -$10M -401,336 -21%
Prudential Financial
65
Prudential Financial
New Jersey
$36.6M -$230K -9,200 -0.6%
RFC
66
Regions Financial Corp
Alabama
$36.4M -$1.55M -62,200 -4%
TA
67
Teachers Advisors
New York
$34.5M +$13.9M +556,600 +68%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$33.6M +$4.38M +175,340 +15%
NFG
69
Nadler Financial Group
Illinois
$33.6M -$186K -7,440 -0.6%
BIM
70
Bridges Investment Management
Nebraska
$32.4M -$208K -8,340 -0.6%
Creative Planning
71
Creative Planning
Kansas
$32.1M -$2.72M -108,752 -8%
CA
72
Cetera Advisors
Colorado
$32M +$4.22M +168,892 +15%
FA
73
FDx Advisors
Illinois
$31.8M -$9.51M -380,764 -23%
NA
74
Nottingham Advisors
New York
$31M -$1.21M -48,596 -4%
QI
75
QS Investors
New York
$30.2M +$24M +962,384 +402%

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.