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iShares Russell 1000 Growth ETF

611 hedge funds and large institutions have $17B invested in iShares Russell 1000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

4% more funds holding

Funds holding: 590611 (+21)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.12% more ownership

Funds ownership: 245.07%245.19% (+0.12%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1.01B)

61% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $9.62M

Holders
611
Holders Change
+21
Holders Change %
+3.56%
% of All Funds
17.06%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
3.15%
New
54
Increased
227
Reduced
213
Closed
30
Calls
$3.74M
Puts
$9.62M
Net Calls
-$5.88M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$28.6M +$19M +773,160 +169%
1SB
77
1ST Source Bank
Indiana
$28.5M +$5.55M +225,560 +23%
RFC
78
Regions Financial Corp
Alabama
$27.9M +$2.82M +114,600 +11%
ZB
79
Zions Bancorporation
Utah
$27.6M +$22.8M +926,524 +355%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$26.8M -$367K -14,916 -1%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$26.6M +$543K +22,056 +2%
SP
82
Stairway Partners
Illinois
$25.9M -$9.65K -392 -0%
AI
83
Accredited Investors
Minnesota
$25.3M -$441K -17,908 -2%
OC
84
Oakworth Capital
Alabama
$24.9M +$2.28M +92,668 +9%
SAM
85
Sentinel Asset Management
Vermont
$24.9M
CA
86
Cetera Advisors
Colorado
$24.7M +$402K +16,352 +2%
MAM
87
Marquette Asset Management
Minnesota
$24.6M -$42.8K -1,740 -0.2%
CS
88
Credit Suisse
Switzerland
$24.5M -$2.22M -90,064 -8%
MCM
89
MV Capital Management
Maryland
$23.9M +$71.6K +2,908 +0.3%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$23.6M +$665K +27,044 +3%
Citigroup
91
Citigroup
New York
$23.2M -$94.6M -3,845,780 -79%
CL
92
CPWM LLC
Washington
$23.2M -$50.4K -2,048 -0.2%
TA
93
Teachers Advisors
New York
$23.2M +$17.2M +700,000 +236%
PAS
94
Park Avenue Securities
New York
$23.1M -$759K -30,856 -3%
FBFS
95
First Business Financial Services
Wisconsin
$22.8M -$3.56M -144,536 -13%
FBNAT
96
FirstMerit Bank N.A. Trustee
Ohio
$22.7M +$27.8K +1,128 +0.1%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$21.7M +$2.19M +89,148 +11%
MBT
98
Montecito Bank & Trust
California
$21.4M +$3.83M +155,672 +20%
PWAG
99
Polaris Wealth Advisory Group
California
$20.6M -$455K -18,488 -2%
American Century Companies
100
American Century Companies
Missouri
$20.1M +$11M +446,940 +107%

IWF Hedge Fund Activity: Q3 2015 in Review

611 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2015, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWF positions and 30 closed out — a net gain of 24 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $818M. The largest seller was Curian Capital, cutting an estimated $148M.

  • 611 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2015, up from 590 in Q2 2015.
  • Funds reported $17B of iShares Russell 1000 Growth ETF stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 54 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2015 and 30 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2015 was Bank of America, an estimated $818M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2015 was Curian Capital, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2015.