We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$29M -$296K -12,520 -1%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$27.8M +$2.76M +116,796 +12%
CA
78
Cetera Advisors
Colorado
$27.6M -$4.76M -201,516 -15%
OC
79
Oakworth Capital
Alabama
$27.5M -$697K -29,520 -3%
SP
80
Stairway Partners
Illinois
$27.4M -$371K -15,720 -1%
BCI
81
Brinker Capital Investments
Pennsylvania
$27.3M -$6.23M -263,800 -19%
ZB
82
Zions Bancorporation
Utah
$26.5M -$344K -14,540 -1%
State Street
83
State Street
Massachusetts
$26.3M +$24.9M +1,054,328 New
SAM
84
Sentinel Asset Management
Vermont
$26.3M +$592K +25,040 +2%
Citigroup
85
Citigroup
New York
$26.2M +$455K +19,236 +2%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$26.1M +$2.31M +97,852 +10%
NP
87
NorthRock Partners
Minnesota
$25.8M +$7.1M +300,420 +41%
MCM
88
MV Capital Management
Maryland
$25.1M -$309K -13,096 -1%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$25M -$1.67M -70,760 -7%
AI
90
Accredited Investors
Minnesota
$24.9M -$1.74M -73,804 -7%
PAS
91
Park Avenue Securities
New York
$24.3M -$997K -42,208 -4%
FBNAT
92
FirstMerit Bank N.A. Trustee
Ohio
$24.3M
CAN
93
Cetera Advisor Networks
California
$24.1M -$638K -27,016 -3%
MAM
94
Marquette Asset Management
Minnesota
$23.9M -$1.22M -51,836 -5%
CL
95
CPWM LLC
Washington
$23.2M -$1.38M -58,212 -6%
MFS
96
MSI Financial Services
Massachusetts
$23M +$80.3K +3,400 +0.4%
PAG
97
Private Advisor Group
New Jersey
$22.8M +$7.26M +307,412 +51%
FIG
98
FundX Investment Group
California
$21.9M -$1.2M -50,728 -5%
GW
99
GW & Wade
Massachusetts
$21.3M +$473 +20 +0%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$21M -$1.48M -62,572 -7%

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.