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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Nadler Financial Group
Illinois
$39.1M -$395K -13,448 -1%
PAG
77
Private Advisor Group
New Jersey
$37.6M +$1.7M +57,900 +5%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$35.9M -$272K -9,252 -0.8%
JA
79
JOYN Advisors
Georgia
$35.6M -$3.2M -108,948 -8%
PI
80
PHH Investments
Texas
$35.5M -$40.6M -1,382,768 -54%
BIM
81
Bridges Investment Management
Nebraska
$35.5M +$2.35K +80 +0%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$35.3M +$7.07M +240,800 +25%
NP
83
NorthRock Partners
Minnesota
$33.5M +$175K +5,952 +0.5%
CA
84
Cetera Advisors
Colorado
$33.1M -$4.58M -156,140 -12%
S
85
SignatureFD
Georgia
$32.6M +$2.07M +70,396 +7%
CS
86
Credit Suisse
Switzerland
$31.7M +$22.2M +757,776 +246%
Comerica Bank
87
Comerica Bank
Texas
$30.9M +$3.62M +123,460 +14%
PFBT
88
Parkside Financial Bank & Trust
Missouri
$30.7M +$2.16M +73,640 +8%
GW
89
GW & Wade
Massachusetts
$30.2M +$1.44M +49,100 +5%
IA
90
Independence Advisors
Pennsylvania
$30M +$148K +5,056 +0.5%
SFS
91
Strategic Financial Services
New York
$29.8M +$436K +14,860 +2%
ZB
92
Zions Bancorporation
Utah
$29.2M +$863K +29,400 +3%
MAM
93
Marquette Asset Management
Minnesota
$28.9M -$114K -3,868 -0.4%
Polen Capital Management
94
Polen Capital Management
Florida
$28.1M +$12.6M +428,480 +83%
HCC
95
Hirtle Callaghan & Co
Pennsylvania
$27.2M +$1.1M +37,592 +4%
BMM
96
Berkshire Money Management
Massachusetts
$26.9M +$2.86M +97,300 +12%
MCM
97
MV Capital Management
Maryland
$26.7M -$469K -15,964 -2%
PAS
98
Park Avenue Securities
New York
$26.1M +$25.9M +881,284 New
AI
99
Accredited Investors
Minnesota
$25.3M -$1.06M -36,240 -4%
HS
100
Huntington Steele
Pennsylvania
$25.1M -$68.1K -2,320 -0.3%

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.