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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
GMA
151
Goldstein Munger & Associates
California
$10.5M -$160K -5,440 -2%
RJT
152
Raymond James Trust
Florida
$10.1M -$148K -5,056 -1%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$10M +$8.31M +282,952 +522%
MWP
154
MYCIO Wealth Partners
Pennsylvania
$10M +$142K +4,848 +1%
William Blair & Company
155
William Blair & Company
Illinois
$9.93M +$68.9K +2,348 +0.7%
FNBOO
156
First National Bank of Omaha
Nebraska
$9.86M
WI
157
WrapManager Inc
California
$9.72M -$223K -7,584 -2%
CPA
158
Capital Planning Advisors
California
$9.44M -$568K -19,344 -6%
Mariner
159
Mariner
Kansas
$9.3M -$735K -25,028 -7%
QI
160
QS Investors
New York
$9.26M -$280K -9,548 -3%
Squarepoint
161
Squarepoint
New York
$9.1M +$8.98M +305,784 New
BCM
162
Brookstone Capital Management
Illinois
$9M -$731K -24,912 -8%
BCM
163
BTC Capital Management
Iowa
$8.95M +$245K +8,352 +3%
JWM
164
Jackson Wealth Management
Florida
$8.94M +$717K +24,424 +9%
Jennison Associates
165
Jennison Associates
New York
$8.87M +$6.95M +236,740 +387%
SI
166
SII Investments
Wisconsin
$8.8M +$699K +23,824 +9%
GLA
167
Great Lakes Advisors
Illinois
$8.78M -$4.25M -144,692 -33%
WAM
168
Wolverine Asset Management
Illinois
$8.77M -$915K -31,164 -10%
1GA
169
1st Global Advisors
Texas
$8.77M +$202K +6,880 +2%
GIA
170
GHP Investment Advisors
Colorado
$8.71M -$167K -5,704 -2%
AllianceBernstein
171
AllianceBernstein
Tennessee
$8.64M +$1.53M +52,164 +22%
MWAC
172
Mariner Wealth Advisors (Cincinnati)
Ohio
$8.53M -$659K -22,436 -7%
NPF
173
Norris Perne & French
Michigan
$8.49M +$3.53M +120,392 +73%
EWM
174
Evercore Wealth Management
New York
$8.46M -$212K -7,224 -2%
OCM
175
One Capital Management
California
$8.38M -$454K -15,452 -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.