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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
RBC
201
Roble Belko & Company
Pennsylvania
$6.91M -$28.5K -972 -0.4%
FTS
202
Fifth Third Securities
Ohio
$6.87M +$359K +12,216 +6%
CAG
203
Crestwood Advisors Group
Massachusetts
$6.86M -$312K -10,644 -5%
WSFS
204
Wilmington Savings Fund Society
Delaware
$6.78M +$174K +5,944 +3%
CB
205
Community Bank
New York
$6.72M -$408K -13,912 -6%
CCMH
206
Cornerstone Capital Management Holdings
New York
$6.7M -$2.5M -85,012 -27%
LFG
207
LifePlan Financial Group
Ohio
$6.43M -$79.1K -2,696 -1%
1IA
208
1834 Investment Advisors
Wisconsin
$6.42M -$86.8K -2,956 -1%
CCWA
209
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.32M -$103K -3,512 -2%
OAM
210
Oppenheimer Asset Management
New York
$6.25M +$211K +7,176 +4%
SCG
211
Sonata Capital Group
Washington
$6.25M -$165K -5,616 -3%
AP
212
Advisors Preferred
Maryland
$6.16M +$6.07M +206,864 New
Macquarie Group
213
Macquarie Group
Australia
$6.13M -$7.24M -246,580 -54%
DIA
214
Denver Investment Advisors
Colorado
$6.12M +$368K +12,552 +6%
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
$6.01M +$5.8M +197,416 +4,065%
NB
216
Nicolet Bankshares
Wisconsin
$5.99M -$578K -19,704 -9%
NFA
217
Nationwide Fund Advisors
Ohio
$5.95M
NL
218
NWAM LLC
Washington
$5.9M -$106K -3,616 -2%
CCM
219
Colorado Capital Management
Colorado
$5.87M +$111K +3,780 +2%
FUBT
220
First United Bank & Trust
Maryland
$5.84M -$335K -11,424 -6%
OA
221
Opes Advisors
California
$5.84M -$116K -3,956 -2%
CAI
222
Capital Advisors Inc
Oklahoma
$5.82M +$1.56M +53,280 +37%
HFS
223
HL Financial Services
Kentucky
$5.66M -$391K -13,336 -7%
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$5.64M +$670K +22,840 +14%
MCWS
225
McKinley Carter Wealth Services
West Virginia
$5.53M +$11.7K +400 +0.2%

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.