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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
OBWP
151
O'Brien Wealth Partners
Massachusetts
$12.3M -$751K -24,540 -6%
TRCT
152
Tower Research Capital (TRC)
New York
$11.7M +$11.5M +375,276 +93,819%
Brown Advisory
153
Brown Advisory
Maryland
$10.9M -$1.39M -45,264 -11%
CBU
154
CIBC Bank USA
Illinois
$10.9M -$450K -14,712 -4%
I
155
IberiaBank
Louisiana
$10.8M +$7.15M +233,800 +218%
GMA
156
Goldstein Munger & Associates
California
$10.8M -$250K -8,160 -2%
MWP
157
MYCIO Wealth Partners
Pennsylvania
$10.6M +$108K +3,524 +1%
Mariner
158
Mariner
Kansas
$10.4M +$640K +20,900 +7%
BCM
159
Brookstone Capital Management
Illinois
$10.4M +$939K +30,692 +10%
William Blair & Company
160
William Blair & Company
Illinois
$10.4M -$47.4K -1,548 -0.5%
CPA
161
Capital Planning Advisors
California
$10.3M +$372K +12,148 +4%
KP
162
Keel Point
Alabama
$10.3M -$1.15M -37,416 -10%
RJT
163
Raymond James Trust
Florida
$10.3M -$305K -9,976 -3%
FNBOO
164
First National Bank of Omaha
Nebraska
$10.1M -$204K -6,680 -2%
FPFS
165
First Personal Financial Services
North Carolina
$10M +$9.26M +302,536 +1,662%
WI
166
WrapManager Inc
California
$9.84M -$367K -12,008 -4%
JWM
167
Jackson Wealth Management
Florida
$9.77M +$447K +14,592 +5%
SI
168
SII Investments
Wisconsin
$9.36M +$83.9K +2,740 +0.9%
BCM
169
BTC Capital Management
Iowa
$9.12M -$287K -9,388 -3%
WAM
170
Wolverine Asset Management
Illinois
$9.1M -$110K -3,608 -1%
GIA
171
GHP Investment Advisors
Colorado
$9.02M -$129K -4,224 -1%
NA
172
NewEdge Advisors
Louisiana
$9.01M +$1.03M +33,720 +13%
V
173
Veritable
Delaware
$8.89M +$103K +3,376 +1%
EWM
174
Evercore Wealth Management
New York
$8.81M -$80.4K -2,628 -0.9%
JRP
175
Jasper Ridge Partners
California
$8.72M

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.