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iShares Russell 1000 Growth ETF

663 hedge funds and large institutions have $18.5B invested in iShares Russell 1000 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 283 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

0.16% more ownership

Funds ownership: 251.84%252% (+0.16%)

0% more funds holding

Funds holding: 662663 (+1)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$241M)

6% less funds holding in top 10

Funds holding in top 10: 126119 (-7)

31% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 283

Holders
663
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.69%
Holding in Top 10
119
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.56%
% of All Funds
3.18%
New
52
Increased
194
Reduced
283
Closed
44
Calls
$12.7M
Puts
$11.9M
Net Calls
+$797K
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
KSA
201
Ken Stern & Associates
California
$5.29M -$101K -4,056 -2%
MM
202
Meridian Management
Arkansas
$5.28M -$312K -12,476 -6%
WSFS
203
Wilmington Savings Fund Society
Delaware
$5.21M -$370K -14,832 -7%
FUBT
204
First United Bank & Trust
Maryland
$5.17M -$89.9K -3,600 -2%
Jane Street
205
Jane Street
New York
$5.08M -$2.38M -95,316 -32%
CAG
206
Crestwood Advisors Group
Massachusetts
$5.06M +$271K +10,868 +6%
Two Sigma Advisers
207
Two Sigma Advisers
New York
$5.06M +$4.78M +191,600 +1,916%
NFA
208
Nationwide Fund Advisors
Ohio
$5.02M -$4.99M -200,000 -50%
NB
209
Nicolet Bankshares
Wisconsin
$5M +$305K +12,220 +7%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$4.92M -$127K -5,092 -3%
HS
211
Horan Securities
United States
$4.88M +$716K +28,672 +18%
UR
212
USCA RIA
Texas
$4.87M +$254K +10,160 +6%
MCWS
213
McKinley Carter Wealth Services
West Virginia
$4.84M
AIA
214
Arbor Investment Advisors
North Carolina
$4.83M -$79.2K -3,172 -2%
FPFS
215
First Personal Financial Services
North Carolina
$4.83M +$2.3M +92,172 +92%
CCM
216
Colorado Capital Management
Colorado
$4.77M +$72.4K +2,900 +2%
Wellington Management Group
217
Wellington Management Group
Massachusetts
$4.7M -$1.3M -52,040 -22%
BP
218
Ballentine Partners
Massachusetts
$4.57M -$67.5K -2,704 -1%
FMBTD
219
First Midwest Bank Trust Division
Illinois
$4.41M -$3.95M -158,372 -47%
RCM
220
RNC Capital Management
California
$4.39M -$202K -8,100 -4%
DIA
221
Denver Investment Advisors
Colorado
$4.34M +$197K +7,908 +5%
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$4.31M +$155K +6,188 +4%
CCWA
223
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.28M -$293K -11,744 -6%
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$4.25M -$290K -11,608 -6%
FAAS
225
First Allied Advisory Services
California
$4.25M -$3.26M -130,564 -44%

IWF Hedge Fund Activity: Q2 2016 in Review

663 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q2 2016, worth a combined $18.5B — down 1.3% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IWF positions and 44 closed out — a net gain of 8 holders — while 194 added to existing stakes and 283 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $105M. The largest seller was LPL Financial, cutting an estimated $259M.

  • 663 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q2 2016, up from 662 in Q1 2016.
  • Funds reported $18.5B of iShares Russell 1000 Growth ETF stock for Q2 2016, down 1.3% quarter-over-quarter.
  • 52 funds opened new iShares Russell 1000 Growth ETF positions in Q2 2016 and 44 closed out, a net change of +8 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $105M added.
  • The largest iShares Russell 1000 Growth ETF seller in Q2 2016 was LPL Financial, an estimated $259M sold.

Based on aggregated 13F filings for Q2 2016.