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iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
126
Bessemer Group
New Jersey
$12.4M -$326K -13,800 -3%
MCM
127
MAI Capital Management
Ohio
$12.2M +$39.7K +1,680 +0.3%
OBWP
128
O'Brien Wealth Partners
Massachusetts
$12.2M -$229K -9,708 -2%
AWP
129
Ascent Wealth Partners
New York
$12.2M +$570K +24,120 +5%
FB
130
Fulton Bank
Pennsylvania
$12M -$1.73M -73,092 -13%
GLA
131
Great Lakes Advisors
Illinois
$11.9M -$474K -20,068 -4%
GC
132
Gratus Capital
Georgia
$11.9M +$813K +34,396 +8%
WIM
133
Waverton Investment Management
United Kingdom
$11.7M -$1.27M -53,676 -10%
EGA
134
E&G Advisors
Texas
$11.6M -$3.38M -143,212 -24%
Mariner
135
Mariner
Kansas
$11.5M -$2.07M -87,580 -16%
AIG
136
American International Group
New York
$11.4M -$479K -20,276 -4%
ICOA
137
Investment Centers of America
North Dakota
$11M +$1.21M +51,176 +13%
CS
138
Credit Suisse
Switzerland
$10.6M -$24.2M -1,023,064 -71%
Brown Advisory
139
Brown Advisory
Maryland
$10.6M -$260K -10,984 -3%
AP
140
Advisors Preferred
Maryland
$10.2M -$1.56M -65,880 -14%
IH
141
IFC Holdings
Florida
$10.1M -$253K -10,708 -3%
GMA
142
Goldstein Munger & Associates
California
$9.99M -$14.2K -600 -0.1%
NFA
143
Nationwide Fund Advisors
Ohio
$9.98M +$9.45M +400,000 New
CG
144
Colony Group
Massachusetts
$9.88M +$1.47M +62,360 +19%
CBU
145
CIBC Bank USA
Illinois
$9.56M -$375K -15,888 -4%
I2I
146
Insight 2811 Inc
Illinois
$9.38M +$1.71M +72,480 +24%
LNC
147
Lincoln National Corp
Pennsylvania
$9.15M +$110K +4,672 +1%
1GA
148
1st Global Advisors
Texas
$8.58M -$1.79M -75,572 -18%
AllianceBernstein
149
AllianceBernstein
Tennessee
$8.58M +$1.04M +43,924 +15%
HCMT
150
Highland Capital Management (Tennessee)
Tennessee
$8.33M -$399K -16,900 -5%

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.