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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$28.9M +$934K +37,400 +3%
OC
77
Oakworth Capital
Alabama
$28.2M +$352K +14,108 +1%
PAG
78
Private Advisor Group
New Jersey
$28.1M +$5.09M +203,984 +22%
SP
79
Stairway Partners
Illinois
$27.7M +$220K +8,796 +0.8%
NP
80
NorthRock Partners
Minnesota
$27.2M +$1.26M +50,636 +5%
ZB
81
Zions Bancorporation
Utah
$26.7M +$46.9K +1,880 +0.2%
SAM
82
Sentinel Asset Management
Vermont
$26.4M
SWPG
83
Strategic Wealth Partners Group
Illinois
$26M +$25.9M +1,038,140 New
IA
84
Independence Advisors
Pennsylvania
$26M +$25.8M +1,034,708 New
FBNAT
85
FirstMerit Bank N.A. Trustee
Ohio
$25.7M +$1.29M +51,680 +5%
BCI
86
Brinker Capital Investments
Pennsylvania
$25.5M -$1.97M -78,912 -7%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$25.4M +$235K +9,424 +0.9%
MFS
88
MSI Financial Services
Massachusetts
$25.3M +$2.15M +85,976 +9%
MCM
89
MV Capital Management
Maryland
$25.1M -$142K -5,704 -0.6%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$24.6M +$3.46M +138,528 +16%
SFS
91
Strategic Financial Services
New York
$24.6M +$8.04M +321,820 +52%
CAN
92
Cetera Advisor Networks
California
$24.5M +$242K +9,696 +1%
PAS
93
Park Avenue Securities
New York
$24.4M +$116K +4,632 +0.5%
AI
94
Accredited Investors
Minnesota
$24.1M -$978K -39,148 -4%
MAM
95
Marquette Asset Management
Minnesota
$24M -$71.3K -2,856 -0.3%
State Street
96
State Street
Massachusetts
$23.5M -$2.94M -117,696 -11%
CL
97
CPWM LLC
Washington
$23.3M -$43.2K -1,732 -0.2%
American Century Companies
98
American Century Companies
Missouri
$23M -$19.7M -789,684 -46%
Citigroup
99
Citigroup
New York
$22.3M -$4.01M -160,632 -15%
HS
100
Huntington Steele
Pennsylvania
$21.8M +$2.38M +95,364 +12%

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.