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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
LFWA
101
LBJ Family Wealth Advisors
Texas
$20.8M -$301K -10,836 -1%
IIC
102
Integrated Investment Consultants
Michigan
$20.7M -$219K -7,904 -1%
PWAG
103
Polaris Wealth Advisory Group
California
$20.7M -$503K -18,132 -2%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$20.3M +$1.09M +39,184 +6%
MBT
105
Montecito Bank & Trust
California
$20.3M -$948K -34,192 -5%
CAM
106
Crestone Asset Management
Colorado
$19.1M +$2.27M +81,936 +14%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$19.1M -$1.75M -62,940 -9%
SG Americas Securities
108
SG Americas Securities
New York
$18.8M +$12.8M +462,580 +234%
MCM
109
MAI Capital Management
Ohio
$18.6M +$2.78M +100,236 +18%
SWP
110
Stratos Wealth Partners
Ohio
$18.5M +$935K +33,716 +5%
MPM
111
Meritage Portfolio Management
Kansas
$18.2M +$7.07M +254,936 +66%
FB
112
Fulton Bank
Pennsylvania
$17.7M +$493K +17,780 +3%
BAAM
113
Baker Avenue Asset Management
California
$17.4M -$316K -11,388 -2%
JFGIW
114
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.4M +$1.19M +43,048 +8%
Bessemer Group
115
Bessemer Group
New Jersey
$17.3M -$635K -22,900 -4%
BF
116
BOK Financial
Oklahoma
$17.2M -$953K -34,376 -5%
SQA
117
Simon Quick Advisors
New Jersey
$16.8M +$3.97M +143,300 +32%
FBFS
118
First Business Financial Services
Wisconsin
$16.8M +$298K +10,736 +2%
CAL
119
Capital Advisors Ltd
Ohio
$16.8M +$372K +13,424 +2%
B
120
Barings
North Carolina
$16.3M +$15.9M +573,600 New
AG
121
Advisor Group
Arizona
$15.8M +$919K +33,140 +6%
SPIA
122
Steward Partners Investment Advisory
New York
$15.6M -$1.64M -59,268 -10%
BJL
123
Brighton Jones LLC
Washington
$15.4M +$8.4M +302,872 +126%
ANTB
124
AMG National Trust Bank
Colorado
$15.2M +$435K +15,680 +3%
AWP
125
Ascent Wealth Partners
New York
$15.2M +$581K +20,952 +4%

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.