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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oakworth Capital
Alabama
$42.8M +$1.44M +47,060 +4%
BMM
77
Berkshire Money Management
Massachusetts
$41.4M +$11.3M +370,560 +41%
PAG
78
Private Advisor Group
New Jersey
$40.2M +$198K +6,464 +0.5%
IA
79
IndexIQ Advisors
New York
$40M +$38.6M +1,261,512 +6,702%
PI
80
PHH Investments
Texas
$39.8M +$2.41M +78,912 +7%
NFG
81
Nadler Financial Group
Illinois
$39.4M -$1.68M -54,940 -4%
BIM
82
Bridges Investment Management
Nebraska
$38.5M +$1.17M +38,360 +3%
JA
83
JOYN Advisors
Georgia
$37.3M -$177K -5,796 -0.5%
NP
84
NorthRock Partners
Minnesota
$37.2M +$1.93M +63,048 +6%
LFAS
85
Level Four Advisory Services
Texas
$36.8M +$33.3M +1,086,520 +1,207%
S
86
SignatureFD
Georgia
$36.2M +$1.95M +63,780 +6%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$35.7M -$1.9M -62,104 -5%
TA
88
Teachers Advisors
New York
$34.9M +$18.3M +598,620 +116%
Comerica Bank
89
Comerica Bank
Texas
$34.4M +$1.64M +53,428 +5%
PFBT
90
Parkside Financial Bank & Trust
Missouri
$32.8M +$502K +16,396 +2%
CA
91
Cetera Advisors
Colorado
$32.5M -$2.29M -74,944 -7%
GW
92
GW & Wade
Massachusetts
$32.1M +$399K +13,048 +1%
IA
93
Independence Advisors
Pennsylvania
$31.5M -$97.7K -3,192 -0.3%
SFS
94
Strategic Financial Services
New York
$30.6M -$730K -23,848 -2%
MAM
95
Marquette Asset Management
Minnesota
$30.3M -$77.7K -2,540 -0.3%
American Century Companies
96
American Century Companies
Missouri
$30.2M +$6.15M +201,116 +26%
ZB
97
Zions Bancorporation
Utah
$30M -$661K -21,588 -2%
HCC
98
Hirtle Callaghan & Co
Pennsylvania
$30M +$1.33M +43,460 +5%
PWAG
99
Polaris Wealth Advisory Group
California
$28.1M +$5.06M +165,364 +23%
MCM
100
MV Capital Management
Maryland
$27.8M -$218K -7,128 -0.8%

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.