We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
126
Ascent Wealth Partners
New York
$13.2M +$26.7K +1,028 +0.2%
GLA
127
Great Lakes Advisors
Illinois
$12.7M +$344K +13,232 +3%
UCFA
128
United Capital Financial Advisors
Texas
$12.6M -$1.15M -44,340 -8%
Polen Capital Management
129
Polen Capital Management
Florida
$12.5M +$106K +4,072 +0.9%
AG
130
Advisor Group
Arizona
$12.4M -$595K -22,876 -5%
ZB
131
Zions Bancorporation
Utah
$12.4M -$15.3M -587,996 -55%
OBWP
132
O'Brien Wealth Partners
Massachusetts
$12.1M -$194K -7,472 -2%
EGA
133
E&G Advisors
Texas
$11.6M -$179K -6,892 -2%
Brown Advisory
134
Brown Advisory
Maryland
$11.5M +$608K +23,368 +6%
Comerica Bank
135
Comerica Bank
Texas
$11.3M +$2.64M +101,700 +31%
I2I
136
Insight 2811 Inc
Illinois
$11.1M +$2.13M +81,812 +24%
IA
137
IFP Advisors
Florida
$11.1M +$1.47M +56,420 +15%
GC
138
Gratus Capital
Georgia
$11M -$658K -25,324 -6%
JIC
139
Johnson Investment Counsel
Ohio
$11M +$100K +3,856 +0.9%
Mariner
140
Mariner
Kansas
$10.9M -$154K -5,940 -1%
BAAM
141
Baker Avenue Asset Management
California
$10.7M +$5.06M +194,696 +90%
CG
142
Colony Group
Massachusetts
$10.7M -$93K -3,576 -0.9%
RhumbLine Advisers
143
RhumbLine Advisers
Massachusetts
$10.6M +$7.1M +273,024 +205%
RPG
144
Risk Paradigm Group
Texas
$10.5M +$10.5M +402,336 New
IC
145
Intersect Capital
California
$10.2M -$3.88M -149,336 -28%
IH
146
IFC Holdings
Florida
$9.74M -$350K -13,464 -3%
IA
147
IndexIQ Advisors
New York
$9.72M -$3.18M -122,168 -25%
ICOA
148
Investment Centers of America
North Dakota
$9.67M -$288K -11,092 -3%
GMA
149
Goldstein Munger & Associates
California
$9.59M -$433K -16,640 -4%
CBU
150
CIBC Bank USA
Illinois
$9.49M -$63K -2,424 -0.7%

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.