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iShares Russell 1000 Growth ETF

687 hedge funds and large institutions have $18.3B invested in iShares Russell 1000 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 256 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 34

22% more call options, than puts

Call options by funds: $9.4M | Put options by funds: $7.71M

4% more funds holding

Funds holding: 663687 (+24)

1% less capital invested

Capital invested by funds: $18.5B → $18.3B (-$193M)

9% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 256

6% less funds holding in top 10

Funds holding in top 10: 119112 (-7)

10.16% less ownership

Funds ownership: 252%241.84% (-10%)

Holders
687
Holders Change
+24
Holders Change %
+3.62%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.88%
% of All Funds
2.99%
New
71
Increased
232
Reduced
256
Closed
34
Calls
$9.4M
Puts
$7.71M
Net Calls
+$1.7M
Net Calls Change
+$901K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
176
SII Investments
Wisconsin
$6.86M +$1.87K +72 +0%
Millennium Management
177
Millennium Management
New York
$6.79M +$2.66M +102,300 +65%
HFS
178
HL Financial Services
Kentucky
$6.71M -$112K -4,300 -2%
JFG
179
JMG Financial Group
Illinois
$6.71M
DWM
180
Dakota Wealth Management
Florida
$6.53M -$220K -8,480 -3%
CB
181
Community Bank
New York
$6.23M -$555K -21,360 -8%
1IA
182
1834 Investment Advisors
Wisconsin
$6.21M -$374K -14,400 -6%
UB
183
UMB Bank
Missouri
$6.2M -$46.1K -1,772 -0.7%
RBC
184
Roble Belko & Company
Pennsylvania
$6.17M
Natixis Advisors
185
Natixis Advisors
Massachusetts
$6.08M -$189K -7,252 -3%
P
186
Pitcairn
Pennsylvania
$6.05M +$11K +424 +0.2%
BPB
187
Badgley, Phelps & Bell
Washington
$6.03M +$528K +20,324 +10%
SCG
188
Sonata Capital Group
Washington
$6.02M -$23.1K -888 -0.4%
DDPIC
189
Deroy & Devereaux Private Investment Counsel
Michigan
$5.76M
LFG
190
LifePlan Financial Group
Ohio
$5.67M +$110K +4,244 +2%
CAG
191
Crestwood Advisors Group
Massachusetts
$5.55M +$294K +11,320 +6%
FUBT
192
First United Bank & Trust
Maryland
$5.49M +$114K +4,384 +2%
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$5.49M +$1.08M +41,420 +24%
MM
194
Meridian Management
Arkansas
$5.48M +$2.6K +100 +0%
HS
195
Horan Securities
United States
$5.47M +$691K +26,564 +14%
NB
196
Nicolet Bankshares
Wisconsin
$5.27M +$87K +3,348 +2%
WSFS
197
Wilmington Savings Fund Society
Delaware
$5.22M -$183K -7,028 -3%
NL
198
NWAM LLC
Washington
$5.22M -$687K -26,424 -12%
NFA
199
Nationwide Fund Advisors
Ohio
$5.21M
CCM
200
Colorado Capital Management
Colorado
$5.08M +$118K +4,556 +2%

IWF Hedge Fund Activity: Q3 2016 in Review

687 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2016, worth a combined $18.3B — down 1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new IWF positions and 34 closed out — a net gain of 37 holders — while 232 added to existing stakes and 256 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $260M.

  • 687 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2016, up from 663 in Q2 2016.
  • Funds reported $18.3B of iShares Russell 1000 Growth ETF stock for Q3 2016, down 1% quarter-over-quarter.
  • 71 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2016 and 34 closed out, a net change of +37 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $90.5M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2016 was LPL Financial, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2016.