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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
CI
726
Cambiar Investors
Colorado
$206K +$202K +6,600 New
LWM
727
Lyell Wealth Management
California
$205K -$40.3K -1,316 -17%
KF
728
Krilogy Financial
Missouri
$205K +$110K +3,608 +123%
MWM
729
Meridian Wealth Management
Kentucky
$203K -$7.71K -252 -4%
BW
730
Biegel & Waller
Maryland
$203K +$199K +6,488 New
HFM
731
Hartford Financial Management
Connecticut
$203K +$199K +6,516 New
SFG
732
SNS Financial Group
Minnesota
$202K +$198K +6,464 New
BEAM
733
Baker Ellis Asset Management
Washington
$201K
ATC
734
Adirondack Trust Company
New York
$197K
FNB
735
Farmers National Bank
Kentucky
$187K
RFA
736
Reilly Financial Advisors
California
$184K +$1.22K +40 +0.7%
BWA
737
Burt Wealth Advisors
Maryland
$180K
AOWM
738
Alpha Omega Wealth Management
Virginia
$155K
BWM
739
Baystate Wealth Management
Massachusetts
$151K -$14.3K -468 -9%
CP
740
Corbenic Partners
Pennsylvania
$149K -$4.77K -156 -3%
BC
741
Bartlett & Co
Ohio
$144K
CTB
742
Country Trust Bank
Illinois
$135K
OSNBOA
743
Old Second National Bank of Aurora
Illinois
$135K
GEA
744
Glen Eagle Advisors
New Jersey
$131K -$149K -4,872 -54%
EWM
745
Edge Wealth Management
New York
$129K
LWCFA
746
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K
PR
747
Payden & Rygel
California
$125K
PFO
748
Pathstone Family Office
New Jersey
$123K -$588K -19,212 -83%
PCP
749
Proficio Capital Partners
Massachusetts
$122K
AIP
750
Almanack Investment Partners
Pennsylvania
$116K

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.