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iShares Russell 1000 Growth ETF

782 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761782 (+21)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
782
Holders Change
+21
Holders Change %
+2.76%
% of All Funds
19.47%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
75
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
726
Salem Investment Counselors
North Carolina
$78K -$8.32K -300 -10%
KF
727
Krilogy Financial
Missouri
$77K
MBT
728
Monroe Bank & Trust
Michigan
$65K -$555 -20 -0.9%
QAM
729
QCI Asset Management
New York
$63K
CWM
730
Catamount Wealth Management
Connecticut
$61K +$22K +792 +58%
PCTC
731
Perkins Coie Trust Company
Washington
$60K
HR
732
Howe & Rusling
New York
$58K -$7.54K -272 -12%
IDBONY
733
Israel Discount Bank of New York
New York
$57K -$16.8K -604 -23%
BWP
734
Baldwin Wealth Partners
Massachusetts
$56K
AIM
735
Anchor Investment Management
South Carolina
$54.4K -$11.1K -400 -17%
JGIA
736
Jackson Grant Investment Advisers
Connecticut
$54K +$222 +8 +0.4%
VCM
737
Versant Capital Management
Arizona
$53K
M
738
MOTCO
Texas
$52K +$51K +1,840 New
FPFS
739
First Personal Financial Services
North Carolina
$51K
MAS
740
Madden Advisory Services
Florida
$51K +$50.6K +1,824 New
BAM
741
Brave Asset Management
New Jersey
$48K +$46.8K +1,688 New
TCM
742
Tradewinds Capital Management
Washington
$46K -$42.9K -1,548 -49%
TFO
743
Tarbox Family Office
California
$43K
PFSC
744
Peoples Financial Services Corp
Pennsylvania
$43K +$42.4K +1,528 New
KKAMG
745
Kernodle & Katon Asset Management Group
Arkansas
$42K -$77.3K -2,788 -65%
CWM
746
Cranbrook Wealth Management
Michigan
$42K
MCM
747
McKinley Capital Management
Alaska
$41K -$108K -3,888 -73%
DSN
748
D. Scott Neal
Kentucky
$38K
LGWM
749
Litman Gregory Wealth Management
California
$38K
DAM
750
Delta Asset Management
Tennessee
$34K

IWF Hedge Fund Activity: Q1 2017 in Review

782 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWF positions and 49 closed out — a net gain of 26 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 782 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 75 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.