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iShares Russell 1000 Growth ETF

816 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

20.19% more ownership

Funds ownership: 240.02%260.21% (+20%)

12% more capital invested

Capital invested by funds: $21.4B → $23.9B (+$2.49B)

10% more funds holding in top 10

Funds holding in top 10: 120132 (+12)

2% more funds holding

Funds holding: 799816 (+17)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 331

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $43.7M

Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
20.34%
Holding in Top 10
132
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10%
% of All Funds
3.29%
New
63
Increased
270
Reduced
331
Closed
41
Calls
$10.1M
Puts
$43.7M
Net Calls
-$33.6M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
176
Jane Street
New York
$8.7M +$3.19M +104,224 +60%
HH
177
Hilltop Holdings
Texas
$8.69M +$8.03M +262,452 +1,682%
OCM
178
One Capital Management
California
$8.66M -$142K -4,624 -2%
AllianceBernstein
179
AllianceBernstein
Tennessee
$8.64M -$427K -13,968 -5%
HCMT
180
Highland Capital Management (Tennessee)
Tennessee
$8.55M +$22.3K +728 +0.3%
TC
181
Telemus Capital
Michigan
$8.53M +$188K +6,136 +2%
GLA
182
Great Lakes Advisors
Illinois
$8.45M -$758K -24,780 -8%
BPB
183
Badgley, Phelps & Bell
Washington
$8.44M -$64.8K -2,116 -0.8%
SPIA
184
Strategic Point Investment Advisors
Rhode Island
$8.41M -$114K -3,720 -1%
FAAS
185
First Allied Advisory Services
California
$8.3M +$509K +16,632 +7%
CFGF
186
Compass Financial Group (Florida)
Florida
$8.29M +$1.35K +44 +0%
SIAS
187
Shine Investment Advisory Services
Colorado
$8.21M -$118K -3,840 -1%
Natixis Advisors
188
Natixis Advisors
Massachusetts
$8.21M +$236K +7,716 +3%
Neuberger Berman Group
189
Neuberger Berman Group
New York
$8.21M +$2.59M +84,496 +47%
Kayne Anderson Rudnick Investment Management
190
Kayne Anderson Rudnick Investment Management
California
$7.96M +$113K +3,700 +1%
OAM
191
Occidental Asset Management
California
$7.95M +$584K +19,080 +8%
HMC
192
Higher Moment Capital
Massachusetts
$7.94M +$7.77M +253,960 New
Squarepoint
193
Squarepoint
New York
$7.93M -$1.59M -52,072 -17%
FFS
194
Founders Financial Securities
Maryland
$7.92M +$486K +15,892 +7%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$7.92M +$1.56M +51,088 +25%
AT
196
Arden Trust
Delaware
$7.89M -$242K -7,900 -3%
MWAC
197
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.87M -$1.07M -34,928 -12%
DWM
198
Dakota Wealth Management
Florida
$7.58M +$135K +4,404 +2%
HI
199
Horizon Investments
North Carolina
$7.43M +$503K +16,444 +7%
JFG
200
JMG Financial Group
Illinois
$7.37M -$303K -9,900 -4%

IWF Hedge Fund Activity: Q3 2017 in Review

816 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q3 2017, worth a combined $23.9B — up 12% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWF positions and 41 closed out — a net gain of 22 holders — while 270 added to existing stakes and 331 trimmed.

The largest buyer was Bank of America, adding an estimated $923M. The largest seller was BlackRock, cutting an estimated $85.4M.

  • 816 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q3 2017, up from 799 in Q2 2017.
  • Funds reported $23.9B of iShares Russell 1000 Growth ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 63 funds opened new iShares Russell 1000 Growth ETF positions in Q3 2017 and 41 closed out, a net change of +22 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q3 2017 was Bank of America, an estimated $923M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q3 2017 was BlackRock, an estimated $85.4M sold.

Based on aggregated 13F filings for Q3 2017.