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
HIM
826
Hanlon Investment Management
New Jersey
-$305K -10,712 Closed
Wellington Management Group
827
Wellington Management Group
Massachusetts
-$299K -10,524 Closed
Cerity Partners
828
Cerity Partners
New York
-$289K -10,152 Closed
BCM
829
Bienville Capital Management
New York
-$232K -8,160 Closed
PCMC
830
Paragon Capital Management (Colorado)
Colorado
-$212K -7,440 Closed
LC
831
Lourd Capital
California
-$211K -7,400 Closed
BA
832
Bristlecone Advisors
Washington
-$204K -7,180 Closed
AHC
833
Adell Harriman & Carpenter
Texas
-$201K -7,048 Closed
IUHSA
834
Itau Unibanco Holding S.A.
Brazil
-$194K -6,816 Closed
HFM
835
Hartford Financial Management
Connecticut
-$162K -5,696 Closed
SIC
836
Salem Investment Counselors
North Carolina
-$78K -2,760 Closed
MAS
837
Madden Advisory Services
Florida
-$51K -1,824 Closed
BAM
838
Brave Asset Management
New Jersey
-$48K -1,688 Closed
MCM
839
McKinley Capital Management
Alaska
-$41K -1,452 Closed
AA
840
Apriem Advisors
California
-$16K -568 Closed
WCM
841
Wealthcare Capital Management
Virginia
-$13K -472 Closed
LIA
842
LS Investment Advisors
Michigan
-$12K -428 Closed
FBT
843
First Bank & Trust
South Dakota
-$9K -300 Closed
SJIM
844
St. Johns Investment Management
Florida
-$5K -168 Closed
CIM
845
Contravisory Investment Management
Massachusetts
-$4K -128 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.