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iShares Russell 1000 Growth ETF
IWF

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: 783 → 800 (+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: 120 → 120 (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

Top Buyers

Rank Fund Capital Flow
1
BL
Balentine LLC
Georgia
+$97.4M
2
PPA
Parametric Portfolio Associates
Washington
+$65.2M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$63.9M
4
Goldman Sachs
Goldman Sachs
New York
+$58.2M
5
MML Investors Services
MML Investors Services
Massachusetts
+$55.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$248M
2
G
Gainplan
Michigan
-$134M
3
TA
Teachers Advisors
New York
-$54.2M
4
PI
PHH Investments
Texas
-$40.6M
5
IA
IndexIQ Advisors
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Catamount Wealth Management
Connecticut
$64K – – –
PCTC
752
Perkins Coie Trust Company
Washington
$63K – – –
BC
753
Barnett & Company
Tennessee
$62K +$61.6K +2,100 New
IDBONY
754
Israel Discount Bank of New York
New York
$60K – – –
AIM
755
Anchor Investment Management
South Carolina
$56.9K – – –
VCM
756
Versant Capital Management
Arizona
$56K – – –
JGIA
757
Jackson Grant Investment Advisers
Connecticut
$56K +$117 +4 +0.2%
M
758
MOTCO
Texas
$55K – – –
RIA
759
RPG Investment Advisory
California
$52K +$51.3K +1,748 New
TCM
760
Tradewinds Capital Management
Washington
$48K – – –
TFO
761
Tarbox Family Office
California
$45K – – –
CWM
762
Cranbrook Wealth Management
Michigan
$44K – – –
AF
763
Allworth Financial
California
$43K +$42.3K +1,440 New
DSN
764
D. Scott Neal
Kentucky
$40K – – –
LGWM
765
Litman Gregory Wealth Management
California
$39K – – –
SFSIG
766
San Francisco Sentry Investment Group
California
$38K +$37.3K +1,272 New
ACM
767
Armbruster Capital Management
New York
$35K – – –
KPCM
768
Kings Point Capital Management
New York
$35K – – –
JCM
769
Jacobi Capital Management
Pennsylvania
$31K – – –
HR
770
Howe & Rusling
New York
$30K -$30.5K -1,040 -51%
CFN
771
Cordasco Financial Network
Florida
$30K – – –
BTIS
772
BB&T Investment Services
North Carolina
$29K – – –
HI
773
Hudock Inc
Pennsylvania
$28K – – –
TCOV
774
Trust Company of Vermont
Vermont
$27K – – –
ClearBridge Investments
775
ClearBridge Investments
New York
$27K +$26.9K +916 New
29 30
31
32 33

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.