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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
KT
51
Kanaly Trust
Texas
$48.9M -$3.95K -152 -0%
BUB
52
BBVA USA Bancshares
Texas
$45.7M -$1.19M -45,720 -3%
B
53
Brightworth
Georgia
$45.5M -$131K -5,032 -0.3%
DADC
54
D.A. Davidson & Co
Montana
$44.9M +$356K +13,676 +0.8%
CFB
55
Cullen/Frost Bankers
Texas
$44.4M +$2.66M +102,312 +6%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$43.8M +$628K +24,140 +1%
William Blair Investment Management
57
William Blair Investment Management
Illinois
$43.6M -$2.78M -106,800 -6%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$42.8M -$37.8M -1,452,812 -47%
Prudential Financial
59
Prudential Financial
New Jersey
$40.2M +$2.22M +85,200 +6%
JA
60
JOYN Advisors
Georgia
$38.6M +$386K +14,856 +1%
RFC
61
Regions Financial Corp
Alabama
$38M +$281K +10,800 +0.7%
CAN
62
Cetera Advisor Networks
California
$37M +$11.6M +446,496 +46%
FA
63
FDx Advisors
Illinois
$35.3M +$2.22M +85,548 +7%
NFG
64
Nadler Financial Group
Illinois
$35.3M +$389K +14,944 +1%
Creative Planning
65
Creative Planning
Kansas
$34.5M +$1.18M +45,204 +4%
SP
66
Stairway Partners
Illinois
$34.5M +$5.66M +217,720 +20%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$33.7M -$1.13M -43,336 -3%
BIM
68
Bridges Investment Management
Nebraska
$33M -$664K -25,520 -2%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$32.7M +$2.64M +101,704 +9%
PAG
70
Private Advisor Group
New Jersey
$31.6M +$2.64M +101,680 +9%
CA
71
Cetera Advisors
Colorado
$31.2M -$1.99M -76,624 -6%
SWPG
72
Strategic Wealth Partners Group
Illinois
$31.2M +$4.13M +158,832 +15%
OC
73
Oakworth Capital
Alabama
$30.7M +$1.61M +61,972 +6%
NP
74
NorthRock Partners
Minnesota
$28.1M -$125K -4,820 -0.4%
SAM
75
Sentinel Asset Management
Vermont
$27.4M

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.