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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
ONB
201
Old National Bancorp
Indiana
$5.06M -$542K -20,844 -10%
UR
202
USCA RIA
Texas
$5M -$50.1K -1,928 -1%
RCAG
203
Rehmann Capital Advisory Group
Michigan
$4.99M -$120K -4,628 -2%
MCWS
204
McKinley Carter Wealth Services
West Virginia
$4.9M -$122K -4,708 -2%
FAAS
205
First Allied Advisory Services
California
$4.85M +$450K +17,296 +10%
BP
206
Ballentine Partners
Massachusetts
$4.83M +$87.4K +3,360 +2%
AIA
207
Arbor Investment Advisors
North Carolina
$4.83M -$187K -7,200 -4%
DIA
208
Denver Investment Advisors
Colorado
$4.74M +$233K +8,952 +5%
RCM
209
RNC Capital Management
California
$4.72M +$169K +6,500 +4%
HCA
210
Harbour Capital Advisors
Virginia
$4.64M +$271K +10,440 +6%
WAM
211
Wealthspire Advisors (Maryland)
Maryland
$4.54M +$62.8K +2,416 +1%
FMBTD
212
First Midwest Bank Trust Division
Illinois
$4.5M -$78K -3,000 -2%
JWM
213
Jacobus Wealth Management
Wisconsin
$4.41M +$196K +7,540 +5%
MBTD
214
Mechanics Bank - Trust Department
California
$4.33M +$4.32M +166,320 New
PIM
215
Parasol Investment Management
Illinois
$4.31M -$60.2K -2,316 -1%
CCWA
216
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.29M -$155K -5,948 -3%
NPF
217
Norris Perne & French
Michigan
$4.13M +$278K +10,700 +7%
JFA
218
Johanson Financial Advisors
California
$4.05M -$35.6K -1,368 -0.9%
JWM
219
Jackson Wealth Management
Florida
$4.03M +$160K +6,140 +4%
BCM
220
BTC Capital Management
Iowa
$4M +$2.69M +103,276 +205%
SFG
221
Sage Financial Group
Pennsylvania
$3.99M +$23K +884 +0.6%
SDWMA
222
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.95M -$116K -4,448 -3%
BB
223
Busey Bank
Illinois
$3.94M +$1.84M +70,800 +88%
BTS
224
BB&T Securities
Virginia
$3.92M +$1M +38,524 +34%
SG Americas Securities
225
SG Americas Securities
New York
$3.9M -$7.99M -307,248 -67%

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.