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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
726
Alpha Omega Wealth Management
Virginia
$148K
CP
727
Corbenic Partners
Pennsylvania
$147K
TC
728
Trust Company
Kansas
$142K
BC
729
Bartlett & Co
Ohio
$137K
BAM
730
Barrett Asset Management
New York
$132K
OSNBOA
731
Old Second National Bank of Aurora
Illinois
$129K
CTB
732
Country Trust Bank
Illinois
$128K +$127K +4,312 New
EWM
733
Edge Wealth Management
New York
$123K
LWCFA
734
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K
CLOS
735
Compagnie Lombard Odier SCmA
Switzerland
$119K
PR
736
Payden & Rygel
California
$119K
PCP
737
Proficio Capital Partners
Massachusetts
$119K
AIP
738
Almanack Investment Partners
Pennsylvania
$110K
AIM
739
Advantage Investment Management
Iowa
$104K -$39.2K -1,336 -28%
AWMS
740
Advocacy Wealth Management Services
Georgia
$103K +$102K +3,472 New
BGC
741
Blue Granite Capital
South Carolina
$100K +$99K +3,372 New
WTB
742
Washington Trust Bank
Washington
$96K -$8.57K -292 -8%
MLFP
743
MPS Loria Financial Planners
Illinois
$91K +$87K +2,964 New
KF
744
Krilogy Financial
Missouri
$87K
TCM
745
TD Capital Management
Tennessee
$85K
WIM
746
Westside Investment Management
California
$84.4K
GI
747
Gradient Investments
Minnesota
$72K -$26.7K -908 -27%
MBT
748
Monroe Bank & Trust
Michigan
$67K
CFG
749
CKW Financial Group
Hawaii
$65K +$64.1K +2,184 New
QAM
750
QCI Asset Management
New York
$64K -$1.76K -60 -3%

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.