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iShares Russell 1000 Growth ETF

782 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761782 (+21)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
782
Holders Change
+21
Holders Change %
+2.76%
% of All Funds
19.47%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
75
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$34.5M -$1.95M -70,176 -5%
PAG
77
Private Advisor Group
New Jersey
$34.1M +$337K +12,152 +1%
BIM
78
Bridges Investment Management
Nebraska
$33.9M -$2.98M -107,300 -8%
LFAS
79
Level Four Advisory Services
Texas
$33.1M -$157K -5,648 -0.5%
American Century Companies
80
American Century Companies
Missouri
$32.8M +$747K +26,944 +2%
NP
81
NorthRock Partners
Minnesota
$31.9M -$4.11K -148 -0%
IA
82
IndexIQ Advisors
New York
$31.6M +$11M +396,272 +55%
S
83
SignatureFD
Georgia
$29.2M +$5.09M +183,460 +22%
SAM
84
Sentinel Asset Management
Vermont
$28.7M -$1.23M -44,188 -4%
IA
85
Independence Advisors
Pennsylvania
$28.6M -$493K -17,772 -2%
SFS
86
Strategic Financial Services
New York
$28.1M +$839K +30,256 +3%
MAM
87
Marquette Asset Management
Minnesota
$27.8M -$602K -21,700 -2%
GW
88
GW & Wade
Massachusetts
$27.5M +$1.08M +38,944 +4%
PFBT
89
Parkside Financial Bank & Trust
Missouri
$27.3M +$2.3M +82,764 +9%
ZB
90
Zions Bancorporation
Utah
$27.1M -$125K -4,504 -0.5%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$26.9M +$6.51M +234,800 +33%
MCM
92
MV Capital Management
Maryland
$26M -$852K -30,720 -3%
Comerica Bank
93
Comerica Bank
Texas
$25.7M +$4.29M +154,660 +21%
AI
94
Accredited Investors
Minnesota
$25.2M +$737K +26,560 +3%
HCC
95
Hirtle Callaghan & Co
Pennsylvania
$25M +$209K +7,548 +0.9%
HS
96
Huntington Steele
Pennsylvania
$24.1M -$209K -7,520 -0.9%
CL
97
CPWM LLC
Washington
$23.5M -$759K -27,368 -3%
BMM
98
Berkshire Money Management
Massachusetts
$23M -$518K -18,672 -2%
NA
99
Nottingham Advisors
New York
$22.8M +$200K +7,224 +0.9%
FCI
100
Financial Counselors Inc
Kansas
$21.8M -$18.1M -653,112 -46%

IWF Hedge Fund Activity: Q1 2017 in Review

782 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWF positions and 49 closed out — a net gain of 26 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 782 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 75 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.