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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
126
Ascent Wealth Partners
New York
$16.3M +$386K +13,144 +2%
BJL
127
Brighton Jones LLC
Washington
$15.6M -$502K -17,088 -3%
LCM
128
Landscape Capital Management
New Jersey
$15.5M +$10.6M +360,000 +225%
TA
129
Teachers Advisors
New York
$15.4M -$54.2M -1,846,136 -78%
SAM
130
Sentinel Asset Management
Vermont
$14.7M -$15.1M -515,664 -51%
CG
131
Colony Group
Massachusetts
$14.6M +$2.14M +72,872 +17%
SQA
132
Simon Quick Advisors
New Jersey
$14.4M -$3.16M -107,728 -18%
CFA
133
Capstone Financial Advisors
Illinois
$14.3M
IC
134
Intersect Capital
California
$13.8M +$3.48M +118,516 +34%
SB
135
Simmons Bank
Arkansas
$13.8M +$389K +13,260 +3%
GC
136
Gratus Capital
Georgia
$13.5M +$206K +7,024 +2%
SGA
137
Sustainable Growth Advisers
Connecticut
$13.4M +$13.2M +450,504 New
OBWP
138
O'Brien Wealth Partners
Massachusetts
$12.4M -$479K -16,332 -4%
EGA
139
E&G Advisors
Texas
$12.4M +$174K +5,928 +1%
LNC
140
Lincoln National Corp
Pennsylvania
$12.3M +$496K +16,900 +4%
UCFA
141
United Capital Financial Advisors
Texas
$12.3M -$960K -32,700 -7%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$12.2M +$2.36M +80,360 +24%
SSWM
143
Sheets Smith Wealth Management
North Carolina
$12.2M -$407K -13,876 -3%
I2I
144
Insight 2811 Inc
Illinois
$12.1M +$115K +3,932 +1%
IA
145
IFP Advisors
Florida
$12M +$685K +23,324 +6%
Brown Advisory
146
Brown Advisory
Maryland
$11.7M -$1.17M -39,992 -9%
IH
147
IFC Holdings
Florida
$11.7M -$111K -3,772 -0.9%
ICOA
148
Investment Centers of America
North Dakota
$11.5M -$538K -18,324 -5%
KP
149
Keel Point
Alabama
$10.9M +$565K +19,252 +6%
CBU
150
CIBC Bank USA
Illinois
$10.8M +$498K +16,948 +5%

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.