We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

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: 783800 (+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: 120120 (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
Name Holding Trade Value Shares
Change
Change in
Stake
NSB
776
Norway Savings Bank
Maine
$24K
GBBWRPM
777
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K
SAM
778
Shamrock Asset Management
Texas
$23K +$22.9K +780 New
DAM
779
Delta Asset Management
Tennessee
$21K -$14.7K -500 -42%
CFD
780
Creative Financial Designs
Indiana
$19K +$5.05K +172 +36%
LWM
781
Lenox Wealth Management
Ohio
$19K +$18.8K +640 New
MWM
782
Mascoma Wealth Management
New Hampshire
$17K
FMTCOCP
783
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16.1K
FAM
784
Flaharty Asset Management
Florida
$15.2K -$14.1M -480,336 -100%
TSW
785
Thompson Siegel & Walmsley
Virginia
$15K
PFGIA
786
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$5.75K +196 +61%
FPF
787
FNY Partners Fund
New York
$13K +$13.2K +448 New
TRCT
788
Tower Research Capital (TRC)
New York
$12K -$8.34K -284 -42%
GBT
789
Grove Bank & Trust
Florida
$12K
CAL
790
Capital Analysts LLC
Pennsylvania
$11.5K +$11.4K +388 New
HT
791
Heritage Trust
Oklahoma
$11K
AAP
792
Arax Advisory Partners
Colorado
$11K +$117 +4 +1%
PFSC
793
Peoples Financial Services Corp
Pennsylvania
$10K -$35.2K -1,200 -79%
CAW
794
Cornerstone Advisors (Washington)
Washington
$9K
NSIM
795
North Star Investment Management
Illinois
$9K
PO
796
Private Ocean
California
$9K
AA
797
AlphaMark Advisors
Kentucky
$8K +$8.22K +280 New
WA
798
Winfield Associates
Ohio
$6K
WB
799
Webster Bank
Connecticut
$5K +$5.17K +176 New
BRC
800
Bell Rock Capital
Delaware
$4K

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.