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iShares Russell 1000 Growth ETF

800 hedge funds and large institutions have $21.4B invested in iShares Russell 1000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 277 increasing their positions, 293 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.69M

58% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 43

2% more funds holding

Funds holding: 783800 (+17)

1.6% more ownership

Funds ownership: 238.43%240.04% (+1.6%)

5% more capital invested

Capital invested by funds: $20.4B → $21.4B (+$976M)

0% more funds holding in top 10

Funds holding in top 10: 120120 (0)

5% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 293

Holders
800
Holders Change
+17
Holders Change %
+2.17%
% of All Funds
19.94%
Holding in Top 10
120
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.99%
New
68
Increased
277
Reduced
293
Closed
43
Calls
$10.3M
Puts
$2.69M
Net Calls
+$7.64M
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
V
176
Veritable
Delaware
$8.36M +$28.9K +984 +0.4%
JRP
177
Jasper Ridge Partners
California
$8.3M
SPIA
178
Strategic Point Investment Advisors
Rhode Island
$8.12M -$96.9K -3,300 -1%
HCMT
179
Highland Capital Management (Tennessee)
Tennessee
$8.11M +$196K +6,676 +3%
BPB
180
Badgley, Phelps & Bell
Washington
$8.09M -$84K -2,860 -1%
TC
181
Telemus Capital
Michigan
$7.94M +$7.83M +266,744 New
SIAS
182
Shine Investment Advisory Services
Colorado
$7.93M -$112K -3,824 -1%
CFGF
183
Compass Financial Group (Florida)
Florida
$7.89M -$59.2K -2,016 -0.8%
AT
184
Arden Trust
Delaware
$7.75M -$387K -13,184 -5%
HS
185
Horan Securities
United States
$7.66M +$373K +12,700 +5%
Natixis Advisors
186
Natixis Advisors
Massachusetts
$7.59M +$601K +20,476 +9%
AI
187
Atria Investments
North Carolina
$7.5M +$1.46M +49,776 +25%
Kayne Anderson Rudnick Investment Management
188
Kayne Anderson Rudnick Investment Management
California
$7.47M +$115K +3,916 +2%
BTS
189
BB&T Securities
Virginia
$7.46M +$1.33M +45,160 +22%
NA
190
NewEdge Advisors
Louisiana
$7.46M +$1.22M +41,392 +20%
FAAS
191
First Allied Advisory Services
California
$7.38M +$1.03M +34,980 +16%
JFG
192
JMG Financial Group
Illinois
$7.31M -$47.7K -1,624 -0.7%
BFM
193
Boston Financial Management
Massachusetts
$7.18M -$413K -14,068 -6%
DWM
194
Dakota Wealth Management
Florida
$7.08M -$213K -7,264 -3%
FFS
195
Founders Financial Securities
Maryland
$7.07M -$29.1K -992 -0.4%
UB
196
UMB Bank
Missouri
$7.06M -$240K -8,172 -3%
EA
197
Edge Advisors
Georgia
$7.02M +$5.04M +171,720 +268%
OAM
198
Occidental Asset Management
California
$7M +$208K +7,092 +3%
HI
199
Horizon Investments
North Carolina
$6.95M -$53.4K -1,820 -0.8%
DDPIC
200
Deroy & Devereaux Private Investment Counsel
Michigan
$6.94M

IWF Hedge Fund Activity: Q2 2017 in Review

800 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2017, worth a combined $21.4B — up 4.8% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IWF positions and 43 closed out — a net gain of 25 holders — while 277 added to existing stakes and 293 trimmed.

The largest buyer was Balentine LLC, adding an estimated $97.4M. The largest seller was Bank of America, cutting an estimated $248M.

  • 800 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2017, up from 783 in Q1 2017.
  • Funds reported $21.4B of iShares Russell 1000 Growth ETF stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 68 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2017 and 43 closed out, a net change of +25 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2017 was Balentine LLC, an estimated $97.4M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2017 was Bank of America, an estimated $248M sold.

Based on aggregated 13F filings for Q2 2017.