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iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
76
American Century Companies
Missouri
$26.8M +$2.87M +110,452 +12%
HNB
77
Huntington National Bank
Ohio
$26.7M +$24.2M +931,656 New
Two Sigma Advisers
78
Two Sigma Advisers
New York
$26.6M +$21.3M +819,600 +407%
IA
79
Independence Advisors
Pennsylvania
$26.4M -$530K -20,376 -2%
MAM
80
Marquette Asset Management
Minnesota
$26.3M +$1.43M +55,152 +6%
MFS
81
MSI Financial Services
Massachusetts
$25.8M -$452K -17,392 -2%
MCM
82
MV Capital Management
Maryland
$25M -$1.1M -42,448 -4%
State Street
83
State Street
Massachusetts
$24.4M
CL
84
CPWM LLC
Washington
$23.9M -$244K -9,400 -1%
SFS
85
Strategic Financial Services
New York
$23.8M -$594K -22,836 -2%
AI
86
Accredited Investors
Minnesota
$23.7M -$1.27M -48,700 -5%
BMM
87
Berkshire Money Management
Massachusetts
$23.4M +$3.8M +146,216 +19%
Citigroup
88
Citigroup
New York
$23.1M -$46.5K -1,788 -0.2%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$22.9M -$2.61M -100,464 -10%
HS
90
Huntington Steele
Pennsylvania
$22.7M +$64.5K +2,480 +0.3%
NA
91
Nottingham Advisors
New York
$22.4M -$9.73M -374,136 -30%
GW
92
GW & Wade
Massachusetts
$22.4M +$349K +13,440 +2%
S
93
SignatureFD
Georgia
$20.4M +$3.26M +125,404 +19%
JFA
94
JNBA Financial Advisors
Minnesota
$20.4M +$20.2M +775,276 +8,351%
PWAG
95
Polaris Wealth Advisory Group
California
$19.6M -$461K -17,712 -2%
LFWA
96
LBJ Family Wealth Advisors
Texas
$19.4M +$967K +37,180 +5%
CCMH
97
Cornerstone Capital Management Holdings
New York
$19M +$19M +731,100 New
MBT
98
Montecito Bank & Trust
California
$18.9M +$278K +10,704 +1%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$18.9M -$7.52M -289,056 -29%
BCI
100
Brinker Capital Investments
Pennsylvania
$18.5M -$7.97M -306,556 -30%

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.