We are live on ! Find out more
IWF icon

iShares Russell 1000 Growth ETF

662 hedge funds and large institutions have $18.7B invested in iShares Russell 1000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 308 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.79M

2.02% less ownership

Funds ownership: 253.86%251.84% (-2%)

2% less funds holding

Funds holding: 677662 (-15)

3% less funds holding in top 10

Funds holding in top 10: 130126 (-4)

6% less capital invested

Capital invested by funds: $20B → $18.7B (-$1.27B)

16% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 63

40% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 308

Holders
662
Holders Change
-15
Holders Change %
-2.22%
% of All Funds
17.64%
Holding in Top 10
126
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.08%
% of All Funds
3.36%
New
53
Increased
185
Reduced
308
Closed
63
Calls
$11.3M
Puts
$5.79M
Net Calls
+$5.49M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
176
Founders Financial Securities
Maryland
$6.77M -$1.99M -84,332 -24%
V
177
Veritable
Delaware
$6.74M +$1.1M +46,540 +21%
TC
178
Telemus Capital
Michigan
$6.73M +$7.66K +324 +0.1%
JWM
179
Jackson Wealth Management
Florida
$6.71M -$41.9K -1,772 -0.7%
CB
180
Community Bank
New York
$6.58M -$500K -21,152 -7%
1IA
181
1834 Investment Advisors
Wisconsin
$6.5M -$151K -6,380 -2%
CFGF
182
Compass Financial Group (Florida)
Florida
$6.49M -$84.9K -3,592 -1%
PIM
183
Parasol Investment Management
Illinois
$6.46M -$1.08M -45,564 -15%
MIAN
184
Mariner Independent Advisor Network
Kansas
$6.45M +$6.11M +258,676 New
JFG
185
JMG Financial Group
Illinois
$6.42M +$832K +35,232 +16%
DWM
186
Dakota Wealth Management
Florida
$6.33M -$46.6K -1,972 -0.8%
UB
187
UMB Bank
Missouri
$6.27M +$572K +24,216 +11%
SI
188
SII Investments
Wisconsin
$6.18M -$4.35K -184 -0.1%
SCG
189
Sonata Capital Group
Washington
$6.04M -$188K -7,968 -3%
QI
190
QS Investors
New York
$5.98M +$1.19M +50,380 +27%
Wellington Management Group
191
Wellington Management Group
Massachusetts
$5.97M -$7.76M -328,444 -58%
RBC
192
Roble Belko & Company
Pennsylvania
$5.95M
NL
193
NWAM LLC
Washington
$5.85M +$746K +31,556 +16%
P
194
Pitcairn
Pennsylvania
$5.79M -$239K -10,108 -4%
MM
195
Meridian Management
Arkansas
$5.56M +$155K +6,548 +3%
WSFS
196
Wilmington Savings Fund Society
Delaware
$5.55M -$39.8K -1,684 -0.8%
DDPIC
197
Deroy & Devereaux Private Investment Counsel
Michigan
$5.51M +$94.5K +4,000 +2%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$5.41M +$564K +23,860 +12%
KSA
199
Ken Stern & Associates
California
$5.36M -$13.8K -584 -0.3%
LFG
200
LifePlan Financial Group
Ohio
$5.31M +$34.2K +1,448 +0.7%

IWF Hedge Fund Activity: Q1 2016 in Review

662 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2016, worth a combined $18.7B — down 6.4% from $20B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of IWF and 53 opened new positions — a net loss of 10 holders — while 308 trimmed existing stakes and 185 added.

The largest buyer was Brightworth, adding an estimated $42.3M. The largest seller was Bank of America, cutting an estimated $441M.

  • 662 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2016, down from 677 in Q4 2015.
  • Funds reported $18.7B of iShares Russell 1000 Growth ETF stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 53 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2016 and 63 closed out, a net change of -10 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2016 was Brightworth, an estimated $42.3M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2016 was Bank of America, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2016.