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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
UCFA
126
United Capital Financial Advisors
Texas
$13.2M -$840K -33,656 -6%
ANTB
127
AMG National Trust Bank
Colorado
$13M +$329K +13,172 +3%
AWP
128
Ascent Wealth Partners
New York
$12.7M +$439K +17,584 +4%
Bessemer Group
129
Bessemer Group
New Jersey
$12.7M +$227K +9,080 +2%
AG
130
Advisor Group
Arizona
$12.6M +$12.5M +500,604 New
SWP
131
Stratos Wealth Partners
Ohio
$12.5M +$4.47M +179,100 +56%
IA
132
IndexIQ Advisors
New York
$12.4M +$8.74M +349,908 +241%
DLHL
133
Donald L. Hagan LLC
Florida
$12.4M -$728K -29,160 -6%
Polen Capital Management
134
Polen Capital Management
Florida
$11.9M +$11.2M +447,364 +1,631%
GLA
135
Great Lakes Advisors
Illinois
$11.9M -$49.9K -2,000 -0.4%
OBWP
136
O'Brien Wealth Partners
Massachusetts
$11.8M -$476K -19,060 -4%
WIM
137
Waverton Investment Management
United Kingdom
$11.8M +$6.99K +280 +0.1%
SG Americas Securities
138
SG Americas Securities
New York
$11.5M +$7.06M +282,576 +162%
SG
139
Societe Generale
$11.5M +$11.4M +457,124 New
EGA
140
E&G Advisors
Texas
$11.3M -$327K -13,116 -3%
TAG
141
Tactical Allocation Group
Michigan
$11.2M -$1.89M -75,636 -14%
GC
142
Gratus Capital
Georgia
$11.2M -$696K -27,872 -6%
CAM
143
Crestone Asset Management
Colorado
$10.8M +$2.81M +112,592 +35%
Mariner
144
Mariner
Kansas
$10.6M -$964K -38,604 -8%
JIC
145
Johnson Investment Counsel
Ohio
$10.5M -$1.99M -79,752 -16%
Brown Advisory
146
Brown Advisory
Maryland
$10.5M -$175K -7,004 -2%
CG
147
Colony Group
Massachusetts
$10.4M +$409K +16,388 +4%
IH
148
IFC Holdings
Florida
$9.75M -$397K -15,892 -4%
GMA
149
Goldstein Munger & Associates
California
$9.66M -$387K -15,480 -4%
ICOA
150
Investment Centers of America
North Dakota
$9.6M -$1.41M -56,504 -13%

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.