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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
CL
101
CPWM LLC
Washington
$23.4M -$1.19M -40,420 -5%
VanEck Associates
102
VanEck Associates
New York
$23.1M +$21M +714,268 +1,127%
American Century Companies
103
American Century Companies
Missouri
$22.8M -$11.4M -387,780 -34%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$21.8M +$522K +17,776 +2%
PWAG
105
Polaris Wealth Advisory Group
California
$21.8M +$190K +6,464 +0.9%
LFWA
106
LBJ Family Wealth Advisors
Texas
$21.7M -$84.8K -2,888 -0.4%
FCI
107
Financial Counselors Inc
Kansas
$21.6M -$1.09M -36,984 -5%
IIC
108
Integrated Investment Consultants
Michigan
$21.5M -$176K -6,000 -0.8%
MBT
109
Montecito Bank & Trust
California
$20.7M -$530K -18,052 -3%
SWP
110
Stratos Wealth Partners
Ohio
$20.6M +$1.2M +40,820 +6%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$20M +$27.4K +932 +0.1%
MCM
112
MAI Capital Management
Ohio
$19.3M -$137K -4,680 -0.7%
NA
113
Nottingham Advisors
New York
$19.2M -$4.57M -155,632 -19%
BAAM
114
Baker Avenue Asset Management
California
$18.9M +$659K +22,440 +4%
CAM
115
Crestone Asset Management
Colorado
$18.8M -$1.21M -41,100 -6%
FB
116
Fulton Bank
Pennsylvania
$18.3M -$205K -6,972 -1%
ANTB
117
AMG National Trust Bank
Colorado
$17.9M +$1.99M +67,940 +13%
AG
118
Advisor Group
Arizona
$17.8M +$1.31M +44,636 +8%
JFGIW
119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.8M -$407K -13,880 -2%
BF
120
BOK Financial
Oklahoma
$17.8M -$223K -7,608 -1%
CAL
121
Capital Advisors Ltd
Ohio
$17.7M +$167K +5,692 +1%
SPIA
122
Steward Partners Investment Advisory
New York
$17.3M +$901K +30,684 +6%
JIC
123
Johnson Investment Counsel
Ohio
$17.1M +$3.57M +121,596 +27%
UWPG
124
Ullmann Wealth Partners Group
Florida
$16.9M +$1.38M +47,060 +9%
Bessemer Group
125
Bessemer Group
New Jersey
$16.7M -$1.45M -49,404 -8%

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.