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
LNC
151
Lincoln National Corp
Pennsylvania
$9.33M +$196K +7,536 +2%
RJT
152
Raymond James Trust
Florida
$9.18M -$416K -16,016 -4%
William Blair & Company
153
William Blair & Company
Illinois
$9.06M -$800K -30,752 -8%
1GA
154
1st Global Advisors
Texas
$8.97M +$26.4K +1,016 +0.3%
WI
155
WrapManager Inc
California
$8.6M +$590K +22,708 +7%
FNBOO
156
First National Bank of Omaha
Nebraska
$8.55M +$318K +12,244 +4%
FFS
157
Founders Financial Securities
Maryland
$8.47M +$1.31M +50,416 +18%
HI
158
Horizon Investments
North Carolina
$8.46M +$1.3M +50,032 +18%
AllianceBernstein
159
AllianceBernstein
Tennessee
$8.22M -$490K -18,856 -6%
GIA
160
GHP Investment Advisors
Colorado
$8.06M -$79.2K -3,048 -1%
DLHL
161
Donald L. Hagan LLC
Florida
$8M -$4.88M -187,572 -38%
EWM
162
Evercore Wealth Management
New York
$7.95M +$478K +18,380 +6%
CPA
163
Capital Planning Advisors
California
$7.93M +$204K +7,860 +3%
AT
164
Arden Trust
Delaware
$7.8M +$7.79M +299,568 New
OCM
165
One Capital Management
California
$7.77M +$241K +9,256 +3%
MIAN
166
Mariner Independent Advisor Network
Kansas
$7.52M -$605K -23,264 -7%
HCMT
167
Highland Capital Management (Tennessee)
Tennessee
$7.27M -$231K -8,868 -3%
JRP
168
Jasper Ridge Partners
California
$7.26M
SPIA
169
Strategic Point Investment Advisors
Rhode Island
$7.22M -$87.9K -3,380 -1%
Kayne Anderson Rudnick Investment Management
170
Kayne Anderson Rudnick Investment Management
California
$7.21M -$234K -9,008 -3%
SIAS
171
Shine Investment Advisory Services
Colorado
$7.09M
TC
172
Telemus Capital
Michigan
$7.08M +$144K +5,552 +2%
V
173
Veritable
Delaware
$7.04M
BFM
174
Boston Financial Management
Massachusetts
$7.02M -$127K -4,892 -2%
CFGF
175
Compass Financial Group (Florida)
Florida
$6.92M +$217K +8,336 +3%

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.