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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
SFSIG
776
San Francisco Sentry Investment Group
California
$52K +$12.2K +400 +31%
ClearBridge Investments
777
ClearBridge Investments
New York
$52K +$23.3K +760 +83%
DSN
778
D. Scott Neal
Kentucky
$42K
LGWM
779
Litman Gregory Wealth Management
California
$41K
IP
780
Intellectus Partners
California
$41K +$40.4K +1,320 New
CWM
781
Cranbrook Wealth Management
Michigan
$39K -$7.59K -248 -17%
BAM
782
Barrett Asset Management
New York
$38K -$98.8K -3,228 -73%
ACM
783
Armbruster Capital Management
New York
$37K
KPCM
784
Kings Point Capital Management
New York
$37K
AIM
785
Arcadia Investment Management
Michigan
$35K -$345K -11,288 -91%
FPF
786
FNY Partners Fund
New York
$34K +$20.1K +656 +146%
CGT
787
Capital Guardian Trust
California
$34K +$40.9K +1,336 New
JCM
788
Jacobi Capital Management
Pennsylvania
$33K
HR
789
Howe & Rusling
New York
$32K
CFN
790
Cordasco Financial Network
Florida
$31K
HI
791
Hudock Inc
Pennsylvania
$30K
TCOV
792
Trust Company of Vermont
Vermont
$29K
BWL
793
Bogart Wealth LLC
Virginia
$29K +$27.7K +904 New
BTIS
794
BB&T Investment Services
North Carolina
$27K -$2.94K -96 -10%
NSB
795
Norway Savings Bank
Maine
$25K
FA
796
Fortis Advisors
Pennsylvania
$25K +$24.6K +804 New
OIA
797
OneDigital Investment Advisors
Kansas
$24K -$1.36M -44,480 -98%
SAM
798
Shamrock Asset Management
Texas
$24K
DAM
799
Delta Asset Management
Tennessee
$22K
PFGIA
800
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$5.75K +188 +36%

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.