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iShares Russell 1000 Growth ETF
IWF

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: 120 → 132 (+12)

2% more funds holding

Funds holding: 799 → 816 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$923M
2
BL
Balentine LLC
Georgia
+$188M
3
Citigroup
Citigroup
New York
+$182M
4
PPA
Parametric Portfolio Associates
Washington
+$173M
5
AssetMark Inc
AssetMark Inc
California
+$43.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$85.4M
2
Morgan Stanley
Morgan Stanley
New York
-$78.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$51.5M
4
SB
Suntrust Banks
Georgia
-$43.8M
5
Wells Fargo
Wells Fargo
California
-$38.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
801
Creative Financial Designs
Indiana
$21K +$122 +4 +0.6%
LWM
802
Lenox Wealth Management
Ohio
$20K – – –
MWM
803
Mascoma Wealth Management
New Hampshire
$18K – – –
FMTCOCP
804
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16.9K – – –
TSW
805
Thompson Siegel & Walmsley
Virginia
$16K – – –
MIM
806
Macroview Investment Management
Maryland
$13K +$12.6K +412 New
CG
807
Corundum Group
Colorado
$12.4K +$11.8M +387,024 +4,564%
HT
808
Heritage Trust
Oklahoma
$11K – – –
NSIM
809
North Star Investment Management
Illinois
$10K – – –
PO
810
Private Ocean
California
$10K – – –
SAM
811
Solaris Asset Management
New York
$10K +$9.79K +320 New
WB
812
Webster Bank
Connecticut
$6K – – –
WA
813
Winfield Associates
Ohio
$6K – – –
BRC
814
Bell Rock Capital
Delaware
$5K – – –
FCMT
815
Founders Capital Management (Texas)
Texas
$4K – – –
CIM
816
Contravisory Investment Management
Massachusetts
$4K +$3.92K +128 New
ACM
817
Aviance Capital Management
Florida
$3K +$2.57K +84 New
SC
818
SouthState Corp
Florida
$2.1K -$51.3K -1,676 -2%
PWPCM
819
Perella Weinberg Partners Capital Management
New York
$690 +$675K +22,060 New
PAS
820
Park Avenue Securities
New York
– -$26.1M -881,284 Closed
LCM
821
Landscape Capital Management
New Jersey
– -$15.5M -520,000 Closed
SGA
822
Sustainable Growth Advisers
Connecticut
– -$13.4M -450,504 Closed
AP
823
Advisors Preferred
Maryland
– -$6.16M -206,864 Closed
TCM
824
Tuttle Capital Management
Connecticut
– -$3.37M -113,296 Closed
BSAM
825
Blue Sky Asset Management
Colorado
– -$3.22M -108,240 Closed
31 32
33
34 35

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.