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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
KPCM
751
Kings Point Capital Management
New York
$33K
ACM
752
Armbruster Capital Management
New York
$33K +$29.5K +1,064 +950%
JCM
753
Jacobi Capital Management
Pennsylvania
$29K -$53.3K -1,920 -65%
CFN
754
Cordasco Financial Network
Florida
$29K -$4.22K -152 -13%
BTIS
755
BB&T Investment Services
North Carolina
$28K
HI
756
Hudock Inc
Pennsylvania
$27K
TCOV
757
Trust Company of Vermont
Vermont
$26K -$11.4K -412 -31%
NSB
758
Norway Savings Bank
Maine
$23K -$11.1K -400 -33%
GBBWRPM
759
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K -$9.43K -340 -30%
TRCT
760
Tower Research Capital (TRC)
New York
$19K +$19K +684 New
AA
761
Apriem Advisors
California
$16K
MWM
762
Mascoma Wealth Management
New Hampshire
$16K
FMTCOCP
763
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15.4K +$15K +540 New
CFD
764
Creative Financial Designs
Indiana
$14K -$4.99K -180 -27%
TSW
765
Thompson Siegel & Walmsley
Virginia
$14K
WCM
766
Wealthcare Capital Management
Virginia
$13K
GBT
767
Grove Bank & Trust
Florida
$12K -$5.33K -192 -32%
LIA
768
LS Investment Advisors
Michigan
$12K
AAP
769
Arax Advisory Partners
Colorado
$10K -$111 -4 -1%
HT
770
Heritage Trust
Oklahoma
$10K +$10.1K +364 New
PFGIA
771
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$2.22K -80 -20%
NSIM
772
North Star Investment Management
Illinois
$9K
PO
773
Private Ocean
California
$9K
FBT
774
First Bank & Trust
South Dakota
$9K +$8.32K +300 New
CAW
775
Cornerstone Advisors (Washington)
Washington
$8K

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.