We are live on ! Find out more
IWF icon

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
CS
151
Credit Suisse
Switzerland
$9.59M -$1.09M -43,576 -10%
Capital Fund Management (CFM)
152
Capital Fund Management (CFM)
France
$9.55M +$9.51M +380,772 New
VOYA Investment Management
153
VOYA Investment Management
Georgia
$9.55M +$9.51M +380,688 New
William Blair & Company
154
William Blair & Company
Illinois
$9.5M +$1.61M +64,396 +20%
IA
155
IFP Advisors
Florida
$9.25M +$8.28M +331,492 +890%
RJT
156
Raymond James Trust
Florida
$9.24M +$1.16M +46,400 +14%
CBU
157
CIBC Bank USA
Illinois
$9.21M -$405K -16,232 -4%
LNC
158
Lincoln National Corp
Pennsylvania
$8.8M -$401K -16,052 -4%
Comerica Bank
159
Comerica Bank
Texas
$8.75M +$1.54M +61,688 +23%
I2I
160
Insight 2811 Inc
Illinois
$8.69M -$742K -29,712 -8%
1GA
161
1st Global Advisors
Texas
$8.62M -$7.19K -288 -0.1%
AllianceBernstein
162
AllianceBernstein
Tennessee
$8.4M -$228K -9,136 -3%
FNBOO
163
First National Bank of Omaha
Nebraska
$7.93M -$215K -8,608 -3%
GIA
164
GHP Investment Advisors
Colorado
$7.84M -$483K -19,360 -6%
MIAN
165
Mariner Independent Advisor Network
Kansas
$7.83M +$1.33M +53,388 +21%
WI
166
WrapManager Inc
California
$7.71M -$45.8K -1,836 -0.6%
CPA
167
Capital Planning Advisors
California
$7.44M +$245K +9,824 +3%
CG
168
Corundum Group
Colorado
$7.29M +$7.25M +290,344 New
OCM
169
One Capital Management
California
$7.26M -$452K -18,120 -6%
HCMT
170
Highland Capital Management (Tennessee)
Tennessee
$7.22M -$1.15M -46,072 -14%
EWM
171
Evercore Wealth Management
New York
$7.19M -$564K -22,572 -7%
Kayne Anderson Rudnick Investment Management
172
Kayne Anderson Rudnick Investment Management
California
$7.17M -$113K -4,532 -2%
SPIA
173
Strategic Point Investment Advisors
Rhode Island
$7.04M -$77.4K -3,100 -1%
JRP
174
Jasper Ridge Partners
California
$7M
FFS
175
Founders Financial Securities
Maryland
$6.9M +$93.7K +3,752 +1%

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.