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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
HS
101
Huntington Steele
Pennsylvania
$26.7M +$252K +8,240 +1%
PFPT
102
Pinnacle Financial Partners (Tennessee)
Tennessee
$25.4M +$22.3M +730,272 +881%
CL
103
CPWM LLC
Washington
$24.6M +$12.5K +408 +0.1%
QI
104
QS Investors
New York
$24.3M +$14.2M +464,272 +149%
AI
105
Accredited Investors
Minnesota
$24M -$2.5M -81,820 -10%
LFWA
106
LBJ Family Wealth Advisors
Texas
$23.7M +$897K +29,316 +4%
CS
107
Credit Suisse
Switzerland
$23.2M -$9.87M -322,472 -30%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$23.1M +$155K +5,072 +0.7%
SWP
109
Stratos Wealth Partners
Ohio
$22.8M +$1.13M +36,836 +5%
IIC
110
Integrated Investment Consultants
Michigan
$22.2M -$300K -9,788 -1%
FCI
111
Financial Counselors Inc
Kansas
$21.7M -$1.01M -32,872 -5%
SQA
112
Simon Quick Advisors
New Jersey
$21.7M +$6.39M +208,828 +43%
MBT
113
Montecito Bank & Trust
California
$20.8M -$960K -31,376 -5%
CCMH
114
Cornerstone Capital Management Holdings
New York
$20.7M +$13.3M +435,960 +194%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$20.2M -$16.6M -542,800 -46%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$20.1M -$890K -29,084 -4%
MCM
117
MAI Capital Management
Ohio
$20M -$298K -9,732 -1%
NA
118
Nottingham Advisors
New York
$19.9M -$295K -9,652 -1%
AG
119
Advisor Group
Arizona
$19.4M +$630K +20,576 +3%
ANTB
120
AMG National Trust Bank
Colorado
$19.2M +$349K +11,408 +2%
BF
121
BOK Financial
Oklahoma
$19.1M +$434K +14,176 +2%
CAL
122
Capital Advisors Ltd
Ohio
$18.9M +$267K +8,736 +1%
JIC
123
Johnson Investment Counsel
Ohio
$18.9M +$828K +27,072 +5%
FB
124
Fulton Bank
Pennsylvania
$18.4M -$810K -26,484 -4%
JFGIW
125
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1M -$552K -18,032 -3%

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.