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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
IC
151
Intersect Capital
California
$9.84M -$2.31M -83,140 -19%
CBU
152
CIBC Bank USA
Illinois
$9.81M -$290K -10,440 -3%
RJT
153
Raymond James Trust
Florida
$9.77M +$164K +5,904 +2%
Mariner
154
Mariner
Kansas
$9.6M -$2.01M -72,564 -18%
CPA
155
Capital Planning Advisors
California
$9.58M +$1.02M +36,780 +12%
WI
156
WrapManager Inc
California
$9.51M +$269K +9,692 +3%
MWP
157
MYCIO Wealth Partners
Pennsylvania
$9.44M -$1.13M -40,700 -11%
FNBOO
158
First National Bank of Omaha
Nebraska
$9.43M +$87.1K +3,140 +1%
VOYA Investment Management
159
VOYA Investment Management
Georgia
$9.42M +$9.18M +331,128 New
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$9.42M +$2.39M +86,172 +35%
William Blair & Company
161
William Blair & Company
Illinois
$9.38M -$264K -9,504 -3%
BCM
162
Brookstone Capital Management
Illinois
$9.32M +$9.08M +327,484 New
WAM
163
Wolverine Asset Management
Illinois
$9.27M +$3.72M +134,212 +70%
HH
164
HWG Holdings
Texas
$9.25M +$9.01M +325,036 New
QI
165
QS Investors
New York
$9.13M -$606K -21,848 -6%
CCMH
166
Cornerstone Capital Management Holdings
New York
$8.82M -$1.47M -53,088 -15%
MWAC
167
Mariner Wealth Advisors (Cincinnati)
Ohio
$8.79M -$418K -15,072 -5%
CM
168
Capula Management
Cayman Islands
$8.78M +$8.55M +308,428 New
CS
169
Credit Suisse
Switzerland
$8.75M +$3.49M +125,888 +69%
GIA
170
GHP Investment Advisors
Colorado
$8.49M -$119K -4,280 -1%
OCM
171
One Capital Management
California
$8.45M -$49.4K -1,780 -0.6%
BCM
172
BTC Capital Management
Iowa
$8.32M +$311K +11,204 +4%
EWM
173
Evercore Wealth Management
New York
$8.3M -$116K -4,196 -1%
1GA
174
1st Global Advisors
Texas
$8.19M -$3.46M -124,920 -30%
Jane Street
175
Jane Street
New York
$8.08M +$7.88M +284,004 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.