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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
PSW
826
Portfolio Strategies (Washington)
Washington
– -$1.76M -59,144 Closed
Citadel Advisors
827
Citadel Advisors
Florida
– -$1.34M -44,960 Closed
FTIOP
828
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$1.24M -41,704 Closed
GWA
829
Guidant Wealth Advisors
Illinois
– -$1.24M -41,500 Closed
CC
830
Courier Capital
New York
– -$1.15M -38,628 Closed
RIM
831
Regent Investment Management
Kentucky
– -$1.06M -35,580 Closed
SS
832
Simplicity Solutions
Minnesota
– -$840K -28,240 Closed
CWA
833
Cypress Wealth Advisors
California
– -$670K -22,524 Closed
SCA
834
Salient Capital Advisors
Texas
– -$579K -19,464 Closed
EFS
835
Essex Financial Services
Connecticut
– -$495K -16,640 Closed
B
836
Bridgeworth
Alabama
– -$424K -14,240 Closed
CG
837
Cutler Group
California
– -$380K -12,408 Closed
HPC
838
HM Payson & Co
Maine
– -$359K -12,076 Closed
PFA
839
Paradigm Financial Advisors
Missouri
– -$356K -11,952 Closed
RFWA
840
RPg Family Wealth Advisory
Massachusetts
– -$346K -11,636 Closed
BWFM
841
Bridgewater Wealth & Financial Management
Maryland
– -$263K -8,844 Closed
LD
842
Lipe & Dalton
New York
– -$243K -8,160 Closed
TBA
843
Train Babcock Advisors
New York
– -$238K -8,020 Closed
FI
844
FormulaFolio Investments
Michigan
– -$226K -7,600 Closed
TG
845
Threshold Group
Washington
– -$221K -7,440 Closed
CIM
846
Confluence Investment Management
Missouri
– -$221K -7,424 Closed
SFP
847
Shepherd Financial Partners
Massachusetts
– -$219K -7,336 Closed
OA
848
Oxbow Advisors
Texas
– -$201K -6,764 Closed
FT
849
Fiduciary Trust
Massachusetts
– -$201K -6,752 Closed
CLOS
850
Compagnie Lombard Odier SCmA
Switzerland
– -$119K -4,000 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.