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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
NB
201
Nicolet Bankshares
Wisconsin
$6.29M -$40.2K -1,448 -0.7%
LFG
202
LifePlan Financial Group
Ohio
$6.22M -$4.33K -156 -0.1%
FTS
203
Fifth Third Securities
Ohio
$6.22M +$4.12M +148,552 +212%
1IA
204
1834 Investment Advisors
Wisconsin
$6.22M -$193K -6,956 -3%
CCWA
205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.14M +$158K +5,680 +3%
SCG
206
Sonata Capital Group
Washington
$6.13M -$591K -21,316 -9%
FAAS
207
First Allied Advisory Services
California
$6.08M +$606K +21,844 +11%
RhumbLine Advisers
208
RhumbLine Advisers
Massachusetts
$5.97M -$3.68M -132,756 -39%
NA
209
NewEdge Advisors
Louisiana
$5.91M +$1.22M +43,828 +27%
FUBT
210
First United Bank & Trust
Maryland
$5.91M -$272K -9,808 -5%
BTS
211
BB&T Securities
Virginia
$5.85M +$1.53M +55,200 +37%
HFS
212
HL Financial Services
Kentucky
$5.79M -$1.7M -61,120 -23%
OAM
213
Oppenheimer Asset Management
New York
$5.77M +$5.62M +202,804 New
AI
214
Atria Investments
North Carolina
$5.76M +$2.69M +97,156 +92%
NL
215
NWAM LLC
Washington
$5.74M +$50.9K +1,836 +0.9%
NFA
216
Nationwide Fund Advisors
Ohio
$5.69M
OA
217
Opes Advisors
California
$5.54M -$191K -6,896 -3%
CCM
218
Colorado Capital Management
Colorado
$5.5M +$7.77K +280 +0.1%
DIA
219
Denver Investment Advisors
Colorado
$5.5M -$721K -25,992 -12%
BP
220
Ballentine Partners
Massachusetts
$5.3M +$69.9K +2,520 +1%
MCWS
221
McKinley Carter Wealth Services
West Virginia
$5.27M -$106K -3,824 -2%
RCM
222
RNC Capital Management
California
$5.08M -$8.65K -312 -0.2%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$4.97M -$1.05M -38,024 -18%
TF
224
Tompkins Financial
New York
$4.94M
ONB
225
Old National Bancorp
Indiana
$4.86M -$417K -15,052 -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.