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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
SPIA
776
Strategic Point Investment Advisors
Rhode Island
$7.86K -$98.2K -3,540 -1%
AssetMark Inc
777
AssetMark Inc
California
$6K -$95.6M -3,447,056 -100%
WA
778
Winfield Associates
Ohio
$6K
SJIM
779
St. Johns Investment Management
Florida
$5K
BRC
780
Bell Rock Capital
Delaware
$4K
CIM
781
Contravisory Investment Management
Massachusetts
$4K
FCMT
782
Founders Capital Management (Texas)
Texas
$4K +$3.88K +140 New
BL
783
Balentine LLC
Georgia
$2K
QFA
784
Quattro Financial Advisors
Texas
$578 +$564K +20,344 New
Sands Capital Management
785
Sands Capital Management
Virginia
-$10.2M -390,540 Closed
ACP
786
Ashfield Capital Partners
California
-$10M -383,068 Closed
TG
787
TCW Group
California
-$8.49M -323,720 Closed
TC
788
Telemus Capital
Michigan
-$7.45M -284,156 Closed
SGA
789
Sustainable Growth Advisers
Connecticut
-$5.18M -197,720 Closed
Victory Capital Management
790
Victory Capital Management
Texas
-$3.88M -147,760 Closed
WIM
791
Waverton Investment Management
United Kingdom
-$3.08M -117,280 Closed
BFA
792
Beaumont Financial Advisors
Massachusetts
-$3.01M -114,940 Closed
ClearBridge Investments
793
ClearBridge Investments
New York
-$2.9M -110,688 Closed
Westfield Capital Management
794
Westfield Capital Management
Massachusetts
-$2.51M -95,572 Closed
GIP
795
Granite Investment Partners
California
-$2.52M -92,860 Closed
FMBTD
796
First Midwest Bank Trust Division
Illinois
-$2.3M -87,804 Closed
PIM
797
Parasol Investment Management
Illinois
-$2.1M -79,920 Closed
RG
798
Renaissance Group
Kentucky
-$1.94M -73,852 Closed
AAM
799
AMI Asset Management
California
-$1.69M -64,236 Closed
IG
800
Ithaka Group
Virginia
-$1.64M -62,700 Closed

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.