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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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$74.3M +$95.8K +3,132 +0.1%
FA
52
FDx Advisors
Illinois
$73.6M -$527K -17,224 -0.7%
BC
53
Brinker Capital
Pennsylvania
$71.9M -$1.85M -60,412 -3%
BA
54
Boston Advisors
Massachusetts
$67.7M -$8.41M -274,716 -11%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$63M -$1.48M -48,472 -2%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$61.9M -$3.73M -121,836 -6%
MML Investors Services
57
MML Investors Services
Massachusetts
$61.7M +$2.65M +86,624 +5%
CFB
58
Cullen/Frost Bankers
Texas
$60.6M +$1.65M +53,960 +3%
CL
59
Choreo LLC
Illinois
$60.4M -$1.67M -54,616 -3%
B
60
Brightworth
Georgia
$59.6M +$2.97M +97,180 +5%
RFC
61
Regions Financial Corp
Alabama
$57.1M +$1.94M +63,300 +4%
WSTAM
62
Wilbanks Smith & Thomas Asset Management
Virginia
$55.6M -$135K -4,396 -0.2%
MG
63
Mather Group
Illinois
$54.9M -$1.57M -51,376 -3%
Creative Planning
64
Creative Planning
Kansas
$49.2M +$3.69M +120,684 +8%
BUB
65
BBVA USA Bancshares
Texas
$48.9M -$862K -28,176 -2%
SWPG
66
Strategic Wealth Partners Group
Illinois
$47.1M +$856K +27,956 +2%
CAN
67
Cetera Advisor Networks
California
$47M +$617K +20,168 +1%
FBFS
68
First Business Financial Services
Wisconsin
$46.7M +$1.32M +43,220 +3%
Two Sigma Investments
69
Two Sigma Investments
New York
$45.2M +$42.6M +1,391,528 +2,593%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$44.1M -$51.5M -1,681,632 -54%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$43.8M +$2.34M +76,400 +6%
Prudential Financial
72
Prudential Financial
New Jersey
$43.8M -$1.71M -56,000 -4%
SP
73
Stairway Partners
Illinois
$43.7M -$5.95M -194,344 -12%
DADC
74
D.A. Davidson & Co
Montana
$43.6M +$734K +23,988 +2%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$43.1M +$14.8K +484 +0%

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.