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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
GW
101
GW & Wade
Massachusetts
$21.2M -$201K -8,060 -0.9%
Citadel Advisors
102
Citadel Advisors
Florida
$20.5M +$20.4M +817,068 New
PWAG
103
Polaris Wealth Advisory Group
California
$19.4M -$238K -9,544 -1%
BMM
104
Berkshire Money Management
Massachusetts
$18.8M -$55.3M -2,215,456 -75%
HCC
105
Hirtle Callaghan & Co
Pennsylvania
$18.4M
JFGIW
106
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18M +$3.06M +122,600 +21%
MBT
107
Montecito Bank & Trust
California
$17.9M -$1.56M -62,584 -8%
LFWA
108
LBJ Family Wealth Advisors
Texas
$17.8M
SSWM
109
Sheets Smith Wealth Management
North Carolina
$16.8M -$947K -37,908 -5%
BA
110
Boston Advisors
Massachusetts
$16.7M -$14.2M -568,560 -46%
BF
111
BOK Financial
Oklahoma
$16.6M +$139K +5,552 +0.8%
S
112
SignatureFD
Georgia
$16.5M +$1.01M +40,648 +7%
IIC
113
Integrated Investment Consultants
Michigan
$16.5M +$1.04M +41,652 +7%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$16.2M +$8.65M +346,400 +116%
CFA
115
Capstone Financial Advisors
Illinois
$15.3M
TH
116
Timber Hill
Connecticut
$15.2M +$15.2M +607,272 New
PFBT
117
Parkside Financial Bank & Trust
Missouri
$14.7M -$256K -10,256 -2%
BJL
118
Brighton Jones LLC
Washington
$14.7M -$1.43M -57,200 -9%
MWAC
119
Mariner Wealth Advisors (Cincinnati)
Ohio
$14.2M -$240K -9,620 -2%
CAL
120
Capital Advisors Ltd
Ohio
$13.8M +$3.2K +128 +0%
FB
121
Fulton Bank
Pennsylvania
$13.7M +$1.66M +66,332 +14%
FBFS
122
First Business Financial Services
Wisconsin
$13.7M +$86.6K +3,468 +0.6%
AWMG
123
Alliance Wealth Management Group
New Jersey
$13.7M -$585K -23,444 -4%
IC
124
Intersect Capital
California
$13.6M -$455K -18,216 -3%
MCM
125
MAI Capital Management
Ohio
$13.4M +$1.07M +42,940 +9%

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.