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iShares Russell 1000 Growth ETF

782 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761782 (+21)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
782
Holders Change
+21
Holders Change %
+2.76%
% of All Funds
19.47%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
75
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
126
Ullmann Wealth Partners Group
Florida
$14.9M -$2.92M -105,208 -17%
Polen Capital Management
127
Polen Capital Management
Florida
$14.7M -$14.4M -518,960 -50%
CFA
128
Capstone Financial Advisors
Illinois
$14M
Two Sigma Investments
129
Two Sigma Investments
New York
$13.7M +$13.3M +481,200 New
FAM
130
Flaharty Asset Management
Florida
$13.6M +$13.3M +480,848 New
JIC
131
Johnson Investment Counsel
Ohio
$12.9M +$594K +21,420 +5%
Macquarie Group
132
Macquarie Group
Australia
$12.9M -$5.21M -187,892 -29%
SB
133
Simmons Bank
Arkansas
$12.8M +$12.5M +450,284 New
GC
134
Gratus Capital
Georgia
$12.7M +$475K +17,136 +4%
UCFA
135
United Capital Financial Advisors
Texas
$12.7M -$2.24M -80,936 -15%
GLA
136
Great Lakes Advisors
Illinois
$12.5M -$159K -5,740 -1%
Brown Advisory
137
Brown Advisory
Maryland
$12.4M -$3.88M -139,964 -24%
OBWP
138
O'Brien Wealth Partners
Massachusetts
$12.4M -$560K -20,188 -4%
SSWM
139
Sheets Smith Wealth Management
North Carolina
$12.1M -$148K -5,340 -1%
CG
140
Colony Group
Massachusetts
$11.9M -$245K -8,816 -2%
EGA
141
E&G Advisors
Texas
$11.7M -$153K -5,532 -1%
ICOA
142
Investment Centers of America
North Dakota
$11.5M +$488K +17,612 +5%
I2I
143
Insight 2811 Inc
Illinois
$11.5M -$172K -6,204 -2%
IH
144
IFC Holdings
Florida
$11.3M +$595K +21,460 +6%
LNC
145
Lincoln National Corp
Pennsylvania
$11.3M +$831K +29,980 +8%
Neuberger Berman Group
146
Neuberger Berman Group
New York
$11M +$2.02M +72,884 +23%
IA
147
IFP Advisors
Florida
$10.8M -$966K -34,848 -8%
CG
148
Corundum Group
Colorado
$10.5M +$1.99M +71,868 +24%
GMA
149
Goldstein Munger & Associates
California
$10.2M -$196K -7,060 -2%
KP
150
Keel Point
Alabama
$9.88M +$9.63M +347,208 New

IWF Hedge Fund Activity: Q1 2017 in Review

782 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWF positions and 49 closed out — a net gain of 26 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 782 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 75 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.