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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$18.1M -$44.4K -1,452 -0.3%
CAM
127
Crestone Asset Management
Colorado
$18M -$1.7M -55,568 -9%
UWPG
128
Ullmann Wealth Partners Group
Florida
$17.6M +$3.21M +104,800 +18%
Bessemer Group
129
Bessemer Group
New Jersey
$17.4M -$104K -3,396 -0.6%
AWP
130
Ascent Wealth Partners
New York
$17.2M +$127K +4,152 +0.8%
BJL
131
Brighton Jones LLC
Washington
$16.2M -$216K -7,056 -1%
FAM
132
Flaharty Asset Management
Florida
$16.1M +$15.5M +507,600 +99,141%
IC
133
Intersect Capital
California
$16M +$1.44M +46,952 +10%
CG
134
Colony Group
Massachusetts
$15.4M +$38.8K +1,268 +0.3%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$15.3M +$2.38M +77,784 +19%
SB
136
Simmons Bank
Arkansas
$15.3M +$776K +25,364 +5%
CFA
137
Capstone Financial Advisors
Illinois
$15M
HH
138
HWG Holdings
Texas
$14.1M +$13.6M +444,724 +7,830%
GC
139
Gratus Capital
Georgia
$14M -$175K -5,708 -1%
MIAN
140
Mariner Independent Advisor Network
Kansas
$13.9M +$8.45M +276,040 +164%
BAAM
141
Baker Avenue Asset Management
California
$13.8M -$5.9M -192,768 -30%
LNC
142
Lincoln National Corp
Pennsylvania
$13.7M +$723K +23,640 +6%
EGA
143
E&G Advisors
Texas
$13.4M +$430K +14,060 +3%
UCFA
144
United Capital Financial Advisors
Texas
$13M +$99.4K +3,248 +0.8%
I2I
145
Insight 2811 Inc
Illinois
$12.8M +$38.8K +1,268 +0.3%
IA
146
IFP Advisors
Florida
$12.7M +$173K +5,644 +1%
SSWM
147
Sheets Smith Wealth Management
North Carolina
$12.7M -$138K -4,520 -1%
ICOA
148
Investment Centers of America
North Dakota
$12.7M +$544K +17,764 +5%
IH
149
IFC Holdings
Florida
$12.4M +$112K +3,648 +0.9%
SAM
150
Sentinel Asset Management
Vermont
$12.3M -$3.06M -100,028 -20%

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.