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iShares Russell 1000 Growth ETF

782 hedge funds and large institutions have $20.4B invested in iShares Russell 1000 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 312 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.7M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

5% more funds holding in top 10

Funds holding in top 10: 114120 (+6)

3% more funds holding

Funds holding: 761782 (+21)

3% more capital invested

Capital invested by funds: $19.9B → $20.4B (+$531M)

6.91% less ownership

Funds ownership: 245.34%238.43% (-6.9%)

16% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 312

Holders
782
Holders Change
+21
Holders Change %
+2.76%
% of All Funds
19.47%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
2.99%
New
75
Increased
261
Reduced
312
Closed
49
Calls
$10.8M
Puts
$2.7M
Net Calls
+$8.1M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
V
176
Veritable
Delaware
$7.96M -$121K -4,368 -2%
JRP
177
Jasper Ridge Partners
California
$7.93M
BPB
178
Badgley, Phelps & Bell
Washington
$7.82M -$4.34M -156,488 -36%
AT
179
Arden Trust
Delaware
$7.78M -$508K -18,312 -6%
SI
180
SII Investments
Wisconsin
$7.75M +$152K +5,476 +2%
SIAS
181
Shine Investment Advisory Services
Colorado
$7.69M -$70K -2,524 -0.9%
JWM
182
Jackson Wealth Management
Florida
$7.62M +$2.83M +102,148 +61%
CFGF
183
Compass Financial Group (Florida)
Florida
$7.6M +$96.8K +3,492 +1%
HCMT
184
Highland Capital Management (Tennessee)
Tennessee
$7.57M -$116K -4,184 -2%
BFM
185
Boston Financial Management
Massachusetts
$7.26M -$366K -13,192 -5%
JFG
186
JMG Financial Group
Illinois
$7.04M -$220K -7,940 -3%
Kayne Anderson Rudnick Investment Management
187
Kayne Anderson Rudnick Investment Management
California
$7.03M -$2.87M -103,604 -30%
UB
188
UMB Bank
Missouri
$6.98M +$41K +1,480 +0.6%
DWM
189
Dakota Wealth Management
Florida
$6.98M -$96.2K -3,468 -1%
CAG
190
Crestwood Advisors Group
Massachusetts
$6.89M +$464K +16,736 +8%
CB
191
Community Bank
New York
$6.82M +$666 +24 +0%
HI
192
Horizon Investments
North Carolina
$6.79M +$203K +7,320 +3%
HS
193
Horan Securities
United States
$6.79M -$98.6K -3,556 -1%
FFS
194
Founders Financial Securities
Maryland
$6.79M +$195K +7,044 +3%
AllianceBernstein
195
AllianceBernstein
Tennessee
$6.78M +$2.27M +81,892 +52%
Natixis Advisors
196
Natixis Advisors
Massachusetts
$6.67M -$951K -34,300 -13%
RBC
197
Roble Belko & Company
Pennsylvania
$6.63M
DDPIC
198
Deroy & Devereaux Private Investment Counsel
Michigan
$6.63M
OAM
199
Occidental Asset Management
California
$6.49M +$1.48M +53,200 +30%
WSFS
200
Wilmington Savings Fund Society
Delaware
$6.31M +$446K +16,084 +8%

IWF Hedge Fund Activity: Q1 2017 in Review

782 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q1 2017, worth a combined $20.4B — up 2.7% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IWF positions and 49 closed out — a net gain of 26 holders — while 261 added to existing stakes and 312 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $700M.

  • 782 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q1 2017, up from 761 in Q4 2016.
  • Funds reported $20.4B of iShares Russell 1000 Growth ETF stock for Q1 2017, up 2.7% quarter-over-quarter.
  • 75 funds opened new iShares Russell 1000 Growth ETF positions in Q1 2017 and 49 closed out, a net change of +26 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q1 2017 was BlackRock, an estimated $250M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q1 2017 was Bank of America, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2017.