We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

611 hedge funds and large institutions have $17B invested in iShares Russell 1000 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

4% more funds holding

Funds holding: 590611 (+21)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.12% more ownership

Funds ownership: 245.07%245.19% (+0.12%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1.01B)

61% less call options, than puts

Call options by funds: $3.74M | Put options by funds: $9.62M

Holders
611
Holders Change
+21
Holders Change %
+3.56%
% of All Funds
17.06%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
3.15%
New
54
Increased
227
Reduced
213
Closed
30
Calls
$3.74M
Puts
$9.62M
Net Calls
-$5.88M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
FIG
176
FundX Investment Group
California
$5.42M +$571K +23,224 +11%
WSFS
177
Wilmington Savings Fund Society
Delaware
$5.4M -$844K -34,284 -13%
P
178
Pitcairn
Pennsylvania
$5.39M
MM
179
Meridian Management
Arkansas
$5.27M -$2.3M -93,616 -29%
MA
180
MUFG Americas
New York
$5.23M -$1.16M -47,032 -17%
FCBT
181
First Citizens Bank & Trust
North Carolina
$5.23M -$57.7K -2,344 -1%
V
182
Veritable
Delaware
$5.2M -$638K -25,912 -10%
WT
183
Whittier Trust
California
$5.17M -$660K -26,840 -11%
EWM
184
Evercore Wealth Management
New York
$5.09M -$215K -8,736 -4%
JFG
185
JMG Financial Group
Illinois
$5.07M -$113K -4,584 -2%
LFG
186
LifePlan Financial Group
Ohio
$5.07M -$435K -17,688 -8%
FUBT
187
First United Bank & Trust
Maryland
$4.94M +$240K +9,740 +5%
DDPIC
188
Deroy & Devereaux Private Investment Counsel
Michigan
$4.92M +$59.1K +2,400 +1%
MPM
189
Meritage Portfolio Management
Kansas
$4.8M +$169K +6,860 +3%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$4.74M +$5.01M +203,700 New
FAAS
191
First Allied Advisory Services
California
$4.67M +$197K +8,000 +4%
KSA
192
Ken Stern & Associates
California
$4.62M +$4.89M +198,668 New
RCM
193
RNC Capital Management
California
$4.56M +$30.2K +1,228 +0.6%
OC
194
Oppenheimer & Co
New York
$4.56M +$920K +37,372 +24%
CPA
195
Capital Planning Advisors
California
$4.51M +$1.88M +76,408 +65%
AIM
196
Aurora Investment Management
Illinois
$4.5M +$4.77M +193,752 New
Two Sigma Advisers
197
Two Sigma Advisers
New York
$4.34M +$3.16M +128,400 +220%
SFG
198
Sage Financial Group
Pennsylvania
$4.32M +$666K +27,048 +17%
MCWS
199
McKinley Carter Wealth Services
West Virginia
$4.19M -$284K -11,556 -6%
RhumbLine Advisers
200
RhumbLine Advisers
Massachusetts
$4.18M +$4.42M +179,672 New

IWF Hedge Fund Activity: Q3 2015 in Review

611 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2015, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IWF positions and 30 closed out — a net gain of 24 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Bank of America, adding an estimated $818M. The largest seller was Curian Capital, cutting an estimated $148M.

  • 611 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2015, up from 590 in Q2 2015.
  • Funds reported $17B of iShares Russell 1000 Growth ETF stock for Q3 2015, down 5.6% quarter-over-quarter.
  • 54 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2015 and 30 closed out, a net change of +24 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2015 was Bank of America, an estimated $818M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2015 was Curian Capital, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2015.