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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
BWP
751
Baldwin Wealth Partners
Massachusetts
$115K -$60K -1,960 -35%
M
752
MOTCO
Texas
$107K +$48.6K +1,588 +86%
CPA
753
Clear Perspective Advisors
Illinois
$106K +$104K +3,400 New
BGC
754
Blue Granite Capital
South Carolina
$105K
AFNAS
755
American Financial Network Advisory Services
California
$99K +$97.3K +3,180 New
WWM
756
Willingdon Wealth Management
North Carolina
$96K +$93.5K +3,056 New
BFEC
757
Benjamin F. Edwards & Company
Missouri
$91K -$266K -8,676 -75%
WIM
758
Westside Investment Management
California
$89.8K
TCM
759
TD Capital Management
Tennessee
$89K
AAP
760
Arax Advisory Partners
Colorado
$85K +$71.5K +2,336 +608%
AIM
761
Advantage Investment Management
Iowa
$77K -$31.6K -1,032 -29%
TC
762
Trust Company
Kansas
$74K -$73.2K -2,392 -50%
CWM
763
Catamount Wealth Management
Connecticut
$67K
BC
764
Barnett & Company
Tennessee
$66K
PCTC
765
Perkins Coie Trust Company
Washington
$66K
IDBONY
766
Israel Discount Bank of New York
New York
$63K
QAM
767
QCI Asset Management
New York
$61K -$6.12K -200 -9%
AIM
768
Anchor Investment Management
South Carolina
$59.8K
VCM
769
Versant Capital Management
Arizona
$59K
JGIA
770
Jackson Grant Investment Advisers
Connecticut
$59K +$245 +8 +0.4%
GBBWRPM
771
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$56K +$31.2K +1,020 +128%
RIA
772
RPG Investment Advisory
California
$55K
TCM
773
Tradewinds Capital Management
Washington
$54K +$3.67K +120 +8%
AIS
774
Accurate Investment Solutions
Pennsylvania
$54K +$52.5K +1,716 New
FIB
775
First Interstate Bank
Montana
$52K -$3.24M -106,000 -98%

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.