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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
FCMT
801
Founders Capital Management (Texas)
Texas
$4K
SCP
802
Syntal Capital Partners
Texas
$440 +$42.7K +1,456 +11%
IWM
803
IHT Wealth Management
Illinois
$51 +$21K +716 +9%
G
804
Gainplan
Michigan
-$134M -4,710,860 Closed
B
805
Barings
North Carolina
-$16.3M -573,600 Closed
CM
806
Capula Management
Cayman Islands
-$8.78M -308,428 Closed
CCT
807
Country Club Trust
Missouri
-$4.56M -160,136 Closed
FPS
808
Fieldpoint Private Securities
Connecticut
-$2.18M -76,488 Closed
CWM
809
Concert Wealth Management
California
-$1.32M -50,372 Closed
AGM
810
Alpine Global Management
New York
-$1.21M -42,616 Closed
RVPG
811
Relative Value Partners Group
-$1.13M -39,632 Closed
IAA
812
Independent Advisor Alliance
North Carolina
-$898K -31,720 Closed
DRS
813
Deane Retirement Strategies
Louisiana
-$784K -27,556 Closed
HHGA
814
Halbert Hargrove Global Advisors
California
-$654K -22,984 Closed
PWPCM
815
Perella Weinberg Partners Capital Management
New York
-$628K -22,060 Closed
RG
816
Rikoon Group
New Mexico
-$624K -21,468 Closed
QFA
817
Quattro Financial Advisors
Texas
-$578 -20,344 Closed
DIA
818
Dana Investment Advisors
Wisconsin
-$547K -19,240 Closed
AIA
819
Allegis Investment Advisors
Idaho
-$484K -17,016 Closed
FTI
820
Fiduciary Trust International
Massachusetts
-$432K -15,200 Closed
ZIC
821
ZWJ Investment Counsel
Georgia
-$432K -15,184 Closed
SWM
822
Stockman Wealth Management
Montana
-$389K -13,668 Closed
CPIG
823
Chicago Partners Investment Group
Illinois
-$376K -13,224 Closed
MM
824
Main Management
California
-$328K -11,540 Closed
VF
825
Virtu Financial
New York
-$323K -11,368 Closed

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.